Presentation today on Telaprevir

[3txsofar]

http://investors.vrtx.com/eventdetail.cfm?eventid=49157

[Willy50]

http://investors.vrtx.com/events.cfm

[Willy50]

Well; yes and no.  : )

I should have could have mentioned that 3x posted the wrong link.  The one posted is for the annual shareholders meeting; good in 1 week Feb 11.

Just go to Vertex home, click on presentations (it's on the left) and then choose the Feb 5 webcast.  I would bet that the Feb 11 webcast will be a promising one.

They won't post so much data but there may be some hints about the future.  I got the vibe that the Prove 3 results were good.  One could also have concluded that some time ago from the MH members who participated in that trial.

best,
Willy

[copyman]

when i used the link you provided it brought me to the vertex page but the only webcast i see there is for 2/11,  and when i click on it it says this webcast is not yet available??? am i doing something wrong?

[Willy50]

It was a good presention.  The best was the Q and A.  It seems to me that they may be holding out hope to show that this is an effective treatment for treatment failures and therefore the Prove 3 could be used as evidence....with a wide enough cure rate compared to the SOC rate for treatment failures that Telaprevir could be approved early ONLY as a form of treatment for past treatment failures.  One got the feeling that IF the Prove 3 SVR rates could hit a wide enough difference between the control arm and the triple therapy arms that they could enter into talks with the FDA about approving it as a treatment for current TX failures.  They say they will have the data in mid April and enter into talks with the FDA then.  This could potentially be a way that the drug could be approved earlier but not for all groups treating.

They also talked elliptically about the Scherring-Plough drug Boceprevir.  One cannot compare the 2 drugs since there was very little data released from SGP but it appeared that Vertex and the investing community felt that the results with past treatment failures arm was less than stellar.  It would appear that Vertex may have the lead there.  In other areas....possibly in tolerability the reports on Boceprevir shine a bit brighter than TVR.  

I think I heard them say that the second generation drug (VX-500) would likely be tested on patients in Phase 1 studies in the second half of 2008.

Ian Smith mentioned that they would likely start dosing with TVR in Phase 3 before the end of March.  

best,
Willy

[3txsofar]

Presentation is so so, but the Q and A is pretty good!