Replies to post #173548 on Biotech Values

[dewophile]

ENTA

Evidently, ribavirin is not needed for GT1b patients, either treatment-naive, or treatment-experienced, but its is needed for GT1a patients

Even though ribavirin adds to efficacy in G1a pts the fact that there was 90% SVR without rib is still meaningful when messaging docs IMO. ABBV can now reassure docs that for pts who require dose reductions or stopping rib their cure rates should still be very good

obviously I agree w your bottom line and this was about as good an outcome as could be expected (and in fact about 5% better than I had predicted in a previous post)

[DewDiligence]

Phase-3 Datasets for ABBV/ENTA vs GILD

You be the judge!


ABBV/ENTA (6 phase-3 trials; 2,053 patients):




GILD (3 phase-3 trials; 1,952 patients):

[DewDiligence]

ENTA 1-year look-back (share price movements in Dec 2013/Jan 2014):

An ENTA sell-off in Dec 2013 was directly attributable to the release of GILD’s data from the three ‘ION’ studies on 12/18/13 (#msg-95076667). ENTA’s share price recovered gradually and then received a major boost on 1/31/14, when ABBV/ENTA released phase-3 data from four studies (including TURQUOISE-2 in cirrhotic patients) and it became evident that ABBV/ENTA's overall phase-3 dataset was clinically equivalent to GILD’s (#msg-96618696).

(See #msg-96696670 for a summary of both companies’ data in tabular form.)