PR states that the co is buying two polymerase inhibitors being developed by ViroChem. Both drugs are well tolerated when dosed twice or three times daily, and are NON-nucleoside oral drugs. This helps a lot. They may be the potential replacement for Ribavirin which has awful side effects. TVR/IFN/Polymerase inhibitor might be the triple combo which will cure most HCV patients.
“This move expands Vertex’s global presence in HCV and has the potential to enhance the profile and lifecycle of our telaprevir-based combination regimens. We believe it strengthens our ability to compete and stay at the forefront in developing novel STAT-C combination regimens,” added Kurt C. Graves, Executive Vice President, Chief Commercial Officer and Head, Strategic Development at Vertex. “We selected ViroChem’s compounds following careful evaluation of the STAT-C landscape for more than a year. Key data has emerged that suggest that these compounds could uniquely complement telaprevir and provide a foundation for shaping a potentially new treatment paradigm.”
Now we have a better grasp as to the recent stock offering at $32. This has been in the works for over a year. Would appreciate any comments from the more articulate and knowledgeable members of this board. TIA
If the side effects of TVR/IFN/PI combo is well tolerated (better than TVR/SOC, say), almost $400 million VRTX is paying for the PI can be more than recouped by finding a global partner for developing this combination(if J&J is interested, has to put down more milestone payments).
The efficacy will be most likely additive; we are talking about 3.7+4.0=7.7 log reduction from the triple combination, roughly speaking. So, a good AE profile is the key for the success of this acquisition.
It is a good question. I thought that they have to be tested as a single agent first to get the FDA approval. But PR says: >Vertex plans to initiate a first clinical study combining telaprevir with a ViroChem HCV polymerase inhibitor in the second half of 2009.<