Replies to post #173754 on Biotech Values

[mcbio]

Olysio total scripts have tracked Victrelis launch closely, about 1/10 of Sovaldi.

Yep, was hoping Olysio would get off to a quicker start with off-label sales with Sovaldi but that doesn't appear to be the case given JNJ's last quarterly CC. I ended up closing out my Medivir position for about a 50% gain. I'm pretty convinced GILD will dominate the HCV space, particularly if 8-week data pans out, so figured it was time to move on.

[DewDiligence]

Olysio is probably getting as many patients from off-label use with Sovaldi as from on-label use with Peg-IFN and ribavirin.

[DewDiligence]

JNJ starts phase-3 trials of Sovaldi + Olysio in GT1 patients:

http://finance.yahoo.com/news/janssen-initiates-phase-3-optimist-110000094.html

The first trial, known as OPTIMIST-1…is a Phase 3, multicenter, open-label, randomized study investigating the efficacy and safety of simeprevir 150 mg in combination with sofosbuvir 400 mg. The combination will be administered once daily for 8 or 12 weeks in chronic HCV genotype 1 infected patients without cirrhosis who are HCV treatment naive or treatment experienced.

The second trial, known as OPTIMIST-2…is a Phase 3, multicenter, open-label, single-arm study investigating the efficacy and safety of simeprevir 150 mg in combination with sofosbuvir 400 mg. The combination will be administered once daily for 12 weeks in HCV genotype 1 infected patients with cirrhosis who are HCV treatment naive or treatment experienced. Ribavirin will not be administered in the OPTIMIST trials.

The trials will enroll ~400 patients in the US and Canada. GILD is not participating in these trials.