Replies to post #173651 on Biotech Values

[DewDiligence]

Re: ABBV/ENTA vs GILD

…what would you estimate the 1a/1b breakdown [in GILD’s ‘ION’ studies] would be?

Based on the locations of the trial sites, my estimates are: ION-1 50% GT1a, 50% GT1b; ION-2 2/3 GT1a, 1/3 GT1b; and ION-3 2/3 GT1a, 1/3 GT1b.

…it seems like we just don't have enough information yet to properly compare these trials.

Respectfully disagree that we have to defer informed comparison until the full datasets are unveiled. There may be small advantages for one regimen or the other in certain subgroups, but overall the regimens are essentially equivalent in safety and efficacy.