You said, "Not really. The P2s were pretty much done, S had already ACED them, by curing every patient. I think more interesting may be that there never really was a P3, as such."
While the first part of your statement is true, the last part isn't. You probably got the last part about Sovaldi never really having a Phase 3 from Holdencf. A few months back he wrote,
"(GILD) Pharmasset still collecting data in its P3 trial. They received marketing labeling approval after P2. For an unmet medical need with a statistically robust P2 data set don't need P3. ARWR currently enrolling and treating or have treated 350 patients. That number will increase as P2 progresses and is more than enough to secure an FDA labeling approval. Can start marketing with stated commitment to conduct post-marketing P3 as the drug rolls out...."
But the fact is GILD's Sovaldi was only approved after four (4) Phase 3 trials. Holden often shoots from the hip. He is prone to making grand claims that are factually wrong.
In prior posts you have stated that the FDA wants to discourage early stage trials taking place in the US. Assuming I am restating you accurately, please tell me where the FDA has made such an assertion. I ask because I haven't been able to confirm same and it seems counter-intuitive to me.
What was it about Steve's post that you are responding to?
Do you think Steve was repeating ALNY's current HBV line because he is hopelessly naive, a shill for ALNY, or do you think perhaps he is simply trying to correct the widespread view on this message board that ALNY's HBV program is for all intents and purposes dead in the water?
Personally, I think Steve is responding to the latter, but since I respect your opinion, perhaps I am overlooking something that resulted in your post.
You said, "They have not announced one single cancer drug candidate and I hope they stay the hell away from cancer until they have picked off some of the easier RNAi targets where it can be seen more clearly that knocking down a gene will have a clinical benefit. Viruses and genetic defects are just fine for now.Cancer is ten times more complex and difficult to handle, and it costs 10 times more money to work on than AAT or even cHBV. Beware the fight against cancer before ARWR has a $1 to $2 billion warchest."
I agree with 100%. Great post. Maybe your best. Too much is being read into ARWR's RCC poster in terms of predicting future success based on mouse models.