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Vertex Pharmaceuticals Incorporated Message Board

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  • thirdmeinvestor thirdmeinvestor Dec 28, 2007 1:48 PM Flag

    Thought-provoking articles in Nature Btk

    The following quotes are from the article you posted:

    >> Presentations at AASLD highlighted the fierce competition within the HCV protease inhibitor space. Vertex took a hit from investors after Schering presented data on its small molecule, boceprevir, indicating it achieved undetectable HCV RNA in up to 79% of patients (up from 50% expected cure rate with standard ribavirin and IFN- treatment) in combination with the established standard of care for HCV. The fact that Vertex's telaprevir was reported at the same meeting to produce undetectable HCV RNA in 61% of patients in combination with existing therapies was overlooked amid investor concern over Vertex's trial dropout rates and telaprevir's potentially problematic side-effect profiles compared with Schering's drug. Investors reacted strongly, perceiving that telaprevir may face greater-than-expected competition from rival therapies.<<

    First, SGP did not present the data at the meeting, but just released the half-baked data before the meeting.

    Second, the 79% figure quoted was taken at the end or in the middle of treatment, unlike TVR results which were obtained 12 weeks after the end of treatment. Most relapses occur during the first 12 weeks post-treatment.

    Third, their treatment duration is longer by 4 weeks than the comparable regimen of phase 2 trial of TVR.

    Fourth, their trial administered Procrit, anemia drug, while TVR trials never allowed Procrit. The serious side effect of their drug appears to be anemia instead of rash.
    Anemia is more serious because it can induce heart attacks.

    Fifth, the viral load detection sensitivity they used is lower than the same used by TVR Ph 2 trials.

    It is very desirable to disseminate balanced and truthful information by analysts, particularly in a prestigious journal.

 
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