Rona Ruiz's questions to Vir Biotechnology Inc (VIR) leadership • Q2 2025
Question
Maisie Alimohamed, on for Rona Ruiz of Leerink Partners, asked for Vir's view on the evolving competitive landscape in chronic hepatitis delta and the perceived advantages of its combination therapy for market positioning.
Answer
EVP & Chief Medical Officer Dr. Mark Eisner viewed Gilead's potential entry into the U.S. market as a positive, as it would help with physician education and testing. He emphasized Vir's compelling clinical case, with an expected viral suppression rate over 60% compared to 12% for bulevirtide. CEO Marianne De Backer added that more market entrants validate the unmet need and commercial opportunity. Dr. Eisner also highlighted the convenience of their monthly administration versus daily or weekly alternatives.