Gee, wonder which drug would be the gold standard ... not too tough to figure this one out:
Yea, Windfart cheeked his Lithium again today. However, you can tell his thought process is discontinuous. Always looks at a narrow aspects of a study... can not look at the big picture.
May be once he takes his meds he can go back to watching another rerun of Gilighan's Island at the funny farm.
My quote was from a presentation in late may of this year... so it went from a pre-clinical candidate to a Phase 1 in two weeks? Hmm... I'll have to take a closer look, but I didn't see that anywhere.
So we're supposed to get excited and/or concerned about HGSI's drug that meets the current standard but has higher drop out rates... but it's big potential lies in less dosing? Come on man... surely you can't be too serious with your arguments. Show me a drug with actual improved SVR rates and we'll talk. Now run along and find one.
Oh... btw ... since you can't seem to read.. his the key point of that analyst comment:
"Firm hasn't encountered any evidence from other HCV protease inhibitor development programs to be of significant threat to VX-950's tremendous market potential. Firm reiterates Overweight rating. "
Now go get a real competitive drug to argue with me about
Yawn again.... just take Pru's comments from last week and who should I believe... You or the analyst? Gee.. another tough one... :
Prudential believes VRTX's Phase II program has a high probability of leading to an expedited NDA filing. As firm outlined numerous times in the past, they think VRTX's three-month combination strategy has a strong likelihood of achieving significantly higher SVR rates than the current standard of care with 48 weeks of treatment. Firm finds yesterday's data also support such a strategy and believes that eventual approval will be likely if VX-950 merely shows similar efficacy with a shorter duration of interferon therapy. Firm believes that the shortening of interferon treatment would be compelling enough to warrant approval by the FDA. Nonetheless, Firm expects far better SVR rates. Firm hasn't encountered any evidence from other HCV protease inhibitor development programs to be of significant threat to VX-950's tremendous market potential. Firm reiterates Overweight rating.