ALS-2200 and ALS-2158 are highly potent pan-genotypic nucleotide analogues that appear in in vitro and non-clinical studies to have a high barrier to drug resistance and the potential to be dosed orally once-daily.
Question: Why limit the inital studies to GT 1? Pharmasset's strategy was to test GT 1,2,& 3, with the latter two genotypes achieving 100% SVR at AASLD last month with a two drug all oral regimen. That data alone got VRUS bought out for 11 billion dollars. VRUS is promoting it's all oral regimen as a potential pan-genotypic treatment (yet to be proven). Given the success of VRUS nucleotide polymerase inhibitors in GT 2 and 3, why wouldn't VRTX want to initiate inital trials across all genotypes as well with the Allios nucs?
Bottom line: What the HCV market looks like in 2015 is uncertain. To say that Vertex is out of it, is presumptious. The only thing we know for certain is that its Vertex's market (and Merck's to a lesser extent) for the next two years.