BLT 0.00% 2.6¢ benitec biopharma limited

old myth of curing hepc with antisense, page-13

  1. 132 Posts.
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    #1) are you saying that patients would prefer to go to the hospital and get an IV injection, rather than taking a pill? Doubt that... you are talking about chronic HepC patients not guys with running nose. Also look at sofosbuvir launch, it should answer all your questions regarding compliance

    #2) also, just FYI, sofosbuvir is covered by most of the payers... there is no reimbursement issues with this drug.

    #3) I understand the difference between antisense and siRNA, fair comment, but you should understand that the principle of mutation escape is the same... a single nucleotide mutation in 5'UTR or any the sites would make this construct inefficient. Few studies have shown that after several treatments with a highly effective siRNA against HepC, there is growth of replicon RNAs that are resistant to subsequent treatment with the same siRNA. It is just the nature of viruses.

    personally, I'm not saying anything bad about BLT... just mentioning that the company is very early stage, there are still a lot of questions to be answered, ... and for any biotech the pivotal stage is going from animal to humans.
    people are buying now into a $150M MCap stock that has no human data and just made a placement at 100% discount

    I just don't see the proposition here... would be happy to hear someone thoughts on what is the upside there
 
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