If they want to make some real money they need to make a deal with BMS.
mallani said
Jan 19, 2013
It appears that Gilead will try to fast-track sofosbuvir, to try to get FDA approval in late 2013 or early 2014. However, this will only be for sofos. + Ribavirin for Geno 2 and 3, and sofos. +Peg + Riba for Geno 1. While I can understand the need to generate some revenue, I'm not sure the Hepatology community, and Stock Market will be thrilled by this. Unless there are marked changes in the SVR rates in the next Phase3 trial results, the SVR rate for Geno 2 and 3 will be ~70%, and the SVR rate for the Geno1's will be ~ 65% overall.
What we need is approval for GS-5885, but this will take another 12 months extra.
Abbott may leapfrog Gilead if the Phase3 trial results continue to be as promising. Unfortunately Abbott's regime contains an NS3 inhibitor, so previous Rx with Incivek and Victrelis will be an exclusion.
It appears that Gilead will try to fast-track sofosbuvir, to try to get FDA approval in late 2013 or early 2014. However, this will only be for sofos. + Ribavirin for Geno 2 and 3, and sofos. +Peg + Riba for Geno 1. While I can understand the need to generate some revenue, I'm not sure the Hepatology community, and Stock Market will be thrilled by this. Unless there are marked changes in the SVR rates in the next Phase3 trial results, the SVR rate for Geno 2 and 3 will be ~70%, and the SVR rate for the Geno1's will be ~ 65% overall.
What we need is approval for GS-5885, but this will take another 12 months extra.
Abbott may leapfrog Gilead if the Phase3 trial results continue to be as promising. Unfortunately Abbott's regime contains an NS3 inhibitor, so previous Rx with Incivek and Victrelis will be an exclusion.