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Vertex Pharmaceuticals Incorporated Message Board

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  • No surprise that in an election year pricing of new breakthrough drugs will draw populist rhetoric from politicians. It is ironic that he very same Congressmen often hold hearings on the need for the pharmaceutical industry to develop these types of drug to help their constituents when advocacy groups for these patients dying from diseases that desperately need treatment get the attention of lawmakers. Henry Waxman's letter is not motivated by re-election aspirations since he is retiring at the end of this year. It is a reality that the high cost of drug development and the pressure to control the rate of inflation in medical costs are a serious threat to advancing medical research to help patients suffering from serious life threatening disease. Congressmen have to acknowledge the current high costs of treatment of these diseases with less effective and less tolerable treatments before weighing in on what a breakthrough drug is worth. Biotech executives and their lobbyists have clearly need to educate lawmakers and the public on the relative value of these meds compared to the cost of current and less effective treatments

  • "Vertex should offer Incivek at half the price. " Good suggestion.
    Here is my suggestion to VRTX management. Make a deal with insurance companies by offering Incivek at $30,000 per treatment with the stipulation that if the patient is not cured, the insurance company, all providers, all individuals who paid out of their pockets get their money back. Assuming let's say only 74% get cured and the $30,000 for the 26% has to be returned, it still leaves a lot of profits all of which belong to VRTX. The cost of producing incivek as I understand it is not very high. It could also be part of the agreement that the cost of producing the treatment could be subtracted from the $30,000 before it is returned.

    The above is not totally out of line with reality. For example, people who have high blood pressure are first put on the lower cost medication. They are then switched to the latest medications (which cost a lot more) that do not have the side effects like coughing, etc. Often patients will have to pay a much higher copay for them.

    I simply do not see any thing wrong for insurance companies saying to a patient you must try the lower price drug first and if that does not help we will then allow you to try the next drug option.

  • If VX-135 + Daclatasvir can achieve a 91% SVR24, Vertex can offer $20 per day combo, and make a good revenue.

    $20 x 84 days of treatment = $1680 per treatment per person.

    Assuming that most global govt can afford to pay such cost and treat 5% of their patients a year, you get 8.5 million people would respond to the govt's call each year. Then,

    1680 x 8.5 million = 14.3 billion will be the yearly revenue. 14 B is certainly nothing to sneeze at ... enough to share with BMY and Alios.

    Today's selloff was triggered by a few events surrounding Gilead.

    Cheers!

  • This board has degraded to #$%$. But GILD caused a sector shock I think. Vertex should offer Incivek at half the price. Do it fast and make a lot of noise about it. $40k is nothing to sneeze at and it is certainly better than the zero sales otherwise in its future. Any thoughts?

  • Mar 17, 2014 MUELLER PETER
    Officer
    7,500 Direct Option Exercise at $28.84 per share. 216,300
    Mar 17, 2014 MUELLER PETER
    Officer
    7,500 Direct Automatic Sale at $78.19 - $78.78 per share. 589,0002

  • VRTX showed sign of topping

  • pay off time

  • Reply to

    Only 85 patients with G551D mutations

    by pvnguyen1 Mar 11, 2014 4:45 AM

    Vertex has 2000 employees ? Are you sure ??? I am waiting for their HIV drug p2a result in mid-2014.

  • Reply to

    Vertex question

    by wall_street_sucks Mar 13, 2014 3:21 AM

    Insurance company always try to give you the cheapest way to "fix" the patient. They compare all long and short term cost. If the drug is the cheapest way to "fix" the patient, then they cover that for you based your insurance policy. Insurance always get BIG discount and don't need to pay full price. Check your medical bill from your insurance company and you should see that.

  • the DrugAnalyst Consensus Database has interestimg forecasts of VRTX revenues, detailing each product separately
    can't post the link, so just google Drug Analyst Consensus Database

  • Reply to

    VX 765 and AIDS. Huge upside

    by rojospan Dec 19, 2013 8:52 PM

    For Ph IIa (POC) trial to test efficacy of VX-765 against HIV, three distinct objectives have to be pursued.

    1) Can 765 prevent the progression into AIDS for the HIV infected person?
    ART alone can prevent the progression. But they estimate that there are 16 million people who cannot get the ART pills right now because of financial reasons. However, clinical latency is 10 years on average for untreated. It takes too long to test the efficacy for this objective. If the second objective can be achieved, this prevention objective is automatically answered.

    2) Can 765 reverse AIDS and repopulate CD 4 T cells?
    AIDS can kill in three years. But, the crux of Greene's theory is that AIDS is caused by host inflammatory response mediated by Caspase 1. So, if inflammation is stopped by VX-765, the AIDS patients would be out of AIDS. With the help of ART they can keep the HIV counts down. The trial arms should have with and without ART.

    3) Can it cure HIV?
    This is an ambitious objective. Greene speculated that memory T cells serving as HIV reservoir can also be cleared of HIV by a Caspase 1 inhibitor. If true, this is a Nobel prize winning outcome without doubt.

  • Reply to

    VX 765 and AIDS. Huge upside

    by rojospan Dec 19, 2013 8:52 PM

    New meds to treat chronic MS involving remyelination, if safe and effective, will be another transformative treatment. It will surely get investors attention given the current revenues generated to treat MS. If VX 765 works as hoped in the Phase 2a trial being planned in the treatment of HIV, Vertex will have some major catalysts to allow it's continued growth following it's approval of the CF drugs!

  • Reply to

    Found article on VRTX - PennyStocksWeekly

    by methonchris Mar 15, 2014 12:44 PM

    this has already been factored into the current valuation

  • Made over $70k this month on VRTX trading thanks to underground stock alerts (google them) I get my stock alerts from them. They put out a report on the S&P 500 a few months ago and were SPOT on. Good luck all longs!

  • Reply to

    Found article on VRTX - PennyStocksWeekly

    by methonchris Mar 15, 2014 12:44 PM

    Great news. Thank you for calling Gladstone and finding out Vertex' intentions. In conference presentations speakers did not give a hint of their plans on the HIV collaboration. It would look foolish not to participate in the endeavor. The work done by Greene et al. look so solid that the FDA would certainly act positively. I'd buy more shares when they announce the deal.

  • Reply to

    VX 765 and AIDS. Huge upside

    by rojospan Dec 19, 2013 8:52 PM

    I have done a little investigation into VRTX Multiple Sclerosis regenerative medicine program in collaboration with Cleveland Clinic. Program has been going on since 2009 and it is an exciting medicine to stimulate cells to produce mylin sheath. Biogen is obviously has its finger into the similar research. Lets hope Traffic and Transport show absolute FEV1 of at least 6%. After that we could go full speed on the highway. Thank you for the AIDS project update.

  • Reply to

    VX 765 and AIDS. Huge upside

    by rojospan Dec 19, 2013 8:52 PM

    Great news. Thank you for calling Gladstone and finding out Vertex' intentions. In conference presentations speakers did not give a hint of their plans on the HIV collaboration. It would look foolish not to participate in the endeavor. The work done by Greene et al. look so solid that the FDA would certainly act positively. I'd buy more shares when they announce the deal.

  • Reply to

    VX 765 and AIDS. Huge upside

    by rojospan Dec 19, 2013 8:52 PM

    Rojospan, I thought you might enjoy this news release from Gladstone Institute from last December. Today I called the spokesperson from Gladstone, responsible for this press release, and she confirmed that Vertex and Gladstone will be undertaking a Phase 2A clinical trial,after receiving FDA regulatory approval, to test the efficacy of VX 765 in the treatment of HIV infected patients. VX 765 could become a transformative treatment that revolutionizes HIV treatment in 34 million patients.

    SAN FRANCISCO, CA—December 19, 2013—Research led by scientists at the Gladstone Institutes has identified the precise chain of molecular events in the human body that drives the death of most of the immune system’s CD4 T cells as an HIV infection leads to AIDS. Further, they have identified an existing anti-inflammatory drug that in laboratory tests blocks the death of these cells—and now are planning a Phase 2 clinical trial to determine if this drug or a similar drug can prevent HIV-infected people from developing AIDS and related conditions.

    The Phase 2 trial—which will test an existing anti-inflammatory’s ability to block inflammation and pyroptosis in HIV-infected people—promises to validate a variety of expected advantages to this therapy. For example, by targeting the human body, or host, instead of the virus, the drug is likely to avoid the rapid emergence of drug resistance that often plagues the use of ARVs. The anti-inflammatory may also provide a bridge therapy for the millions without access to ARVs, while also reducing persistent inflammation in HIV-infected people already on ARVs. Many suspect this inflammation drives the early onset of aging-related conditions such as dementia and cardiovascular disease. By reducing inflammation, the drug might also prevent expansion of a reservoir of latent virus that hides in the body where it thwarts a cure for HIV/AIDS

  • Reply to

    Let's go

    by kjhot05 Mar 13, 2014 7:39 AM

    this has already been factored into the current valuation

  • Just sold half position net profits a little over a quarter million in just 3 weeks, thanks to #$%$. They were just mentioned on CNBC. Good luck all!

VRTX
64.17-0.22(-0.34%)Apr 17 4:00 PMEDT

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