when was it that VRTX last presented an overview on their complete pipeline? I fully appreciate the focus on CF, but that should not exclude timely updates for investors what else is going on in the company. Maybe the announced departure of the cso Mueller is an indication that there are problems with the pipeline outside cf.
Pancreatic cancer cell line data is superior to any other drug combo I have known. Have you ever seen 106 patients in phase 1 trial? It shows their confidence on this therapy. They have been running trial under the radar since 09/2012 in England and have very positive reviews. I smile when people talk about CF franchise. and reimbursement. Do people have any idea about the history of CF and drugs that have failed CF treatment. Remember CF gene therapy flu virus vector failure?
As Rojospan found out, Vertex is running a clinical trial of VX-970 which potentiates tumor destruction by inhibiting tumor DNA damage repair. The targeted patients have advanced squamous non-small-cell lung carcinoma, or small-cell lung carcinoma. Surgery or radiation is out of question for these patients although for localized solid tumors VX-970 would be an ideal drug to potentiate radiotherapy.
VX-970 is an inhibitor of ATR, which along with ATM and DNA PK is a signaling molecule to trigger DNA damage repair and also to stop cell-cycling. Etoposide, gemcitabine, and/or cisplatin are DNA damaging agents to be given along with VX-970. The scientific basis of this trial is highly impressive, which was published a month ago. The management will probably disclose the cancer program along with VX-765 based AIDS treatment trial, and MS program.
Even the announcement of a new European approval for Kalydeco in a patient subset failed to halt the reversal. We've seen a $9 drop in the last 3 trading sessions. If in fact last week was just the prelude to the "correction", then the reversal will be amplified and we will be in the 70s this week. We've all had the opportunity to take profits this past month following the late June pop, so anyone playing VRTX as buy and hold will get punished.
Sentiment: Strong Sell
If you ask me I would say VRTX should buy out " calimmune", privately held biotech that is working on modifying stems cells of a patient to hunt down HIV virus, even in hidden places like spleen to get AIDS cured. President Obama has signed a new grand in Dec 2013 and VRTX can easily tap into it for the drug development.
In addition to the decrease in pulmonary exacerbations, the improvement in FEV-1 rather than the progressive loss of lung function that inevitably is occurring in these patients year after year and ultimately causes respiratory failure or the need for a lung transplant, is a key reason to be put on the 809/770 drug combo ASAP. Just slowing or halting the progression of lung destruction in these patients is life prolonging and at least a first step until even more effective and safe treatments that are developed.
VX 970 is a super star. Check out pancreatic cancer and NSCL cancer data. Drug selectively kills cancer cells without touching normal cells when given with cisplatin, etoposide and gemcitabine. Results beat all drugs including Avastin. July 3, 2014 has pub med article regarding NSCL cancer.
I believe that 30% of dd508 are under 12. Not sure if you calculate that in, but hopefully it won't e much longer for sNda to get Abel expanded to5-11. I know they at workin otts bu the stud hasn't n
Been updated for tat group yet
There is a good indicator to predict the rate of uptake of IVA and LUMA post-launch. We know that there are 22000 12 year or older 508del homozygotes in major markets. But not all of 22000 will be taking the combo in the first full year of marketing. Safety and efficacy of the combo would build compliance and loyalty to drug regimen. But those alone cannot tell directly what the treatment participation will be.
On June 24 the PR reported that more than 1000 out of 1100 who had taken part in the Phase III have decided to participate in the rollover study. The is greater than 90% participation rate. This indicates a very high loyalty. This indicates to me that a large percentage of 508del homozygotes will choose the option of taking the combo when the combo becomes available. One of reasons why the drug combo is so popular might be related to the decrease in the number of pulmonary exacerbations; the decreases are 30% and 39% for the 600 mg Qd and 400 mg Q12h regimens, respectively.
Low? why don't u check Epix Pharma and Toperx. These are the same clowns. And check exec pay and benefits. And no, this ain't a charity. This is a Nasdaq listed public company. TY
Sentiment: Strong Sell
My calculation shows that from the sales of Kalydeco and VX-809 alone the share price will reach 200 in two years on the basis of very conservative numerical assumptions. Today's share price is really low.
Glad, how are you doing in this ridiculous assault on the share price? I have been buying yesterday and today. As for the conf call, there is a real need of appointing a sharp Chief Scientific Officer who can quickly learn every detail of drugs in development. A CMO alone cannot handle it all.
Shorted because is ridiculously expensive...........and truth? The short percentage was too low. check my posts. still recommend you buy puts.
Sentiment: Strong Sell
Will continue a severe downtrend to the 60s company losing monies hand over fist here. Ohhh, and the bear market that's beginning will drag it down even further