Possible next week in the USA to talk turkey and one would imagine Journal Completed....
“We are heading to the US in early November to share data confidentially with potential partners,” says Biotron chief executive Michelle Miller.
As per biotech etiquette, the trial data announced to the ASX was only a non-geeky top-line summary of the clinical results.
The full results are to be presented at a conference of learned peers, probably at the end of November.
Just as newspapers like their yarns to be exclusive, the conferences demand that the presentation material not be aired beforehand. And if you don’t front these confabs, the clinical big wigs don’t want to know you.
“There’s ongoing work,” Dr Miller says. “Clinical trials are a source of fun and games for a long time to come. Further clinical analysis won’t affect the outcome but they’ll add to the picture of what is happening.”
Management envisages a ‘treatment interruption’ study, by which patients are taken off the ART drugs and treated with either BIT225 or a placebo. That way, it becomes clearer how and why BIT225 is working.
A successful result raises the prospect of patients enjoying a “treatment holiday” from the ARTs. There’s also the prospect of mitigating AIDS-related dementia.
Another reason to get patients off the ARTs is that as they get older, they probably need drugs for other conditions and this can create complications.
Despite the market’s focus on the HIV program, Dr Miller says investors should not forget that Biotron has a program for hepatitis C, a sector that has seen renewed interest.
An earlier hepatitis C trial created a frisson of interest after reporting “significantly improved clinical outcomes”.
But until recently the hepatitis C message has been hard to sell because of the perception that drug giant Gilead cornered the market after acquiring Pharmasset — developer of the blockbuster drug Solvadi — in 2011.
But Dr Miller notes that 85 percent of people with hepatitis C in the US are not being treated with anything “and the number of people being cleared each year is being eclipsed by the number of new patients”.
Biotron is also pursuing partnerships in China, where there are a between 30 million and 40 million hepatitis C patients and a large incidence of co-infection with hepatitis B.
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