Aa
Vertex stock
anyone know why the vertex stock price is going down even though there have been some good news about telaprevir of late? I wonder if it has something to do with buying that other company. Oh well hopefully good news later this month from the meeting in Copahagen and it will go back up.
Telaprevir has a 76% SVR rate for SOC relapsers. Is that not impressive enough for you?
The studies, so far, seem to indicate the Telaprevir is slightly more potent and Boceprevir slightly less SX in terms of percentages. My own personal experience with Telaprevir and reading the posts written by Boceprevir patients, lead me to believe the severity of Telaprevir SX is greater than that of Boceprevir.
Both drugs have drop out rates higher than SOC, but not very different from each other. I believe that in the long run, Boceprevir will have fewer drop outs.
I believe that Boceprevir will be a great success, but so will Telaprevir and it will be first on the market with all the advantages that brings.
The studies, so far, seem to indicate the Telaprevir is slightly more potent and Boceprevir slightly less SX in terms of percentages. My own personal experience with Telaprevir and reading the posts written by Boceprevir patients, lead me to believe the severity of Telaprevir SX is greater than that of Boceprevir.
Both drugs have drop out rates higher than SOC, but not very different from each other. I believe that in the long run, Boceprevir will have fewer drop outs.
I believe that Boceprevir will be a great success, but so will Telaprevir and it will be first on the market with all the advantages that brings.
In my opinion and many others, Boceprevir is the big mover with impressive results to back that status. Like someone said in another post on another day, if I could, I would buy Romark (Alinia) shares but alas they're not for sale. Anyway at the end of the day, it's all good, the PI's I mean. Does anyone know if there is any FDA positioning to officially approve rescue drugs into tx as a SOC? Rescue drugs have only just hit the radar here in Australia and the Government isn't keen to pay the additional cost I suspect. Our health system is structure a bit like Canada's. Regards Emi
Yea, you should have bought those futures! I agree with you - Vertex is a good buy even if they keep selling new issues. I think there has already been a new issue in 2009 but the stock has managed to stay in the 20s all thru the dilutions. I am well, thank you. Have not come to any decisions on retreatment yet -- I just keep watching the PI's and read the posts from the Boceprevir and Telapevir successes here on MH. I will probably wait to treat with a local GI here as soon as the PI's hit the market, and the hepatologist in Dallas has agreed to be a consultant as needed. I was scheduled to be interviewed for the Telaprevir trial in December but the clinic did not get the r/r trial. They have so many people on the r/r waiting list and all they seem to get are naive trials. So, I wait. Life goes on, eh?
Kathy
Kathy
You are certainly correct about dangers to Vertex and nothing is certain until the money is in your bank.
That said, all good investments are made on probability and guesswork. Vertex is likely to get approval before anyone else and they have more drugs in the pipeline. Their philosophy is to use the money from Telaprevir to fund additional development.
Investing in any small company stock is a high risk, but has the possibility of a large payback. I will sell 80% of my Vertex stock once the drug is approved and the stock moves higher.
That said, all good investments are made on probability and guesswork. Vertex is likely to get approval before anyone else and they have more drugs in the pipeline. Their philosophy is to use the money from Telaprevir to fund additional development.
Investing in any small company stock is a high risk, but has the possibility of a large payback. I will sell 80% of my Vertex stock once the drug is approved and the stock moves higher.
I just don't think Schering-Plough is going to happily let their market be taken by an upstart.They have the realtionships / reputation already, and have a bunch of drugs in the pipeline that are every bit as exciting as this upstarts. I'd put my money on them.
http://uk.biz.yahoo.com/24042009/323/update-1-schering-hepatitis-c-drug-shows-early-promise.html
http://uk.biz.yahoo.com/24042009/323/update-1-schering-hepatitis-c-drug-shows-early-promise.html
Interesting Andimano1 - I wonder how much they will retain of the profits? I have seen deals like this canceled before as well for little compensation (another reason to be careful).
If you look at any pharma company big or small, you will find many interesting molecules / treatments. Big pharma is sitting on a lot of treatments that are being held back from the public, to maximize patent lifes / returns. The model we are getting more and more, is big pharma providing the seed money (with milestone conditions, etc.) to secure the rights, then making the decision whether to continue or quit. They let the little guys take the risks, and pull the strings from a distance.
Telaprevir is one of a number of drugs that will soon come on stream. If it is first to market, it may secure an advantage initially, but there will be other drugs close behind that may be more efficient, or have less side effects. The winner profit wise may not be the company with the best drug, or first to market, but rather, the company that does the best job at commercializing.
If you look at any pharma company big or small, you will find many interesting molecules / treatments. Big pharma is sitting on a lot of treatments that are being held back from the public, to maximize patent lifes / returns. The model we are getting more and more, is big pharma providing the seed money (with milestone conditions, etc.) to secure the rights, then making the decision whether to continue or quit. They let the little guys take the risks, and pull the strings from a distance.
Telaprevir is one of a number of drugs that will soon come on stream. If it is first to market, it may secure an advantage initially, but there will be other drugs close behind that may be more efficient, or have less side effects. The winner profit wise may not be the company with the best drug, or first to market, but rather, the company that does the best job at commercializing.
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