Thursday, November 7, 2013

Gilead Vs. Challengers In The Hepatitis C Race

Investment Commentary

Gilead Vs. Challengers In The Hepatitis C Race
Nov 7


Clinicians and analysts agree that sofosbuvir is likely to be approved and will quickly become the standard of care. It is the first Hep C drug to cut treatment duration to 12 weeks from the current standard of 24 weeks using Vertex's (VRTX) Incivek or Merck's (MRK) Victrelis....
Competition
On the day before the sofosbuvir meeting, an advisory panel endorsed simeprivir from Johnson & Johnson for use with pegylated interferon and ribavirin for the treatment of genotype 1 in chronic HCV patients...
Other players in the hep C race include AbbVie , Bristol-Myers Squibb, Boehringer Ingelheim, Merck, Vertex and smaller biotechs. Some of these could find a niche among the difficult-to-treat segment of patients....
Abbvie: In a prominent position behind Gilead in the competition of new HCV drugs stands AbbVie, whose multi-drug oral regimen also has a "breakthrough" status...

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