BIT 4.35% 2.2¢ biotron limited

agm presentation, page-3

  1. 357 Posts.
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    gets better,

    according to the presentation:

    * Gilead's polymerase inhibitor Sofosbuvir (which it paid US$11bn for) is only 80% effective against HCV genotype 3 without IFN
    * BIT225 was 100% effective against genotype 3 in combination with IFN/RBV (albeit in a very small sample)

    So the $11bn drug still needs IFN. What would Gilead pay for a complementary drug that eliminates the need for IFN? Quite a lot, I'd imagine. BIT225 may fit the bill..

    plus

    * Gilead's Sofosbuvir is still the best new treatment against HIV/HCV co-infected, because the other new class of DAA HCV drugs -Protease inhibitors - interfere with HIV ART drugs.

    This helps explain - albeit after the fact - why the latest trial was targeting the combination of HIV/HCV genotype 3.

    And the result were great: 100% effective against genotype 3 (in combination with IFN/RBV) and no interference with HIV ART drugs

    could be looking at a winner here...


 
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