Thanks to the emergence of paradigm-shifting all-oral antiviral regimens, the hepatitis C virus (HCV) space has surged to become one of the sector’s most lucrative markets. But as sales figures flatten – due to both fewer new patient starts and pricing pushback – analysts are looking at what could be the next big antiviral drug market: hepatitis B virus (HBV).
A seminar featuring key opinion leaders (KOLs) during the American Association for the Study of Liver Diseases (AASLD) meeting in Boston highlighted some of the newest approaches advancing in development, as well as thoughts on regulatory pathway at the FDA. RBC Capital Markets analyst Michael Yee came away from that seminar cautiously encouraged.
Based on comments from experts and big pharma, “we think hep B is still early – but a key space to watch over the next one to two years as new data [are] finally starting to come out,” he wrote in a research note, adding that to date, the