Sun, Feb 1, 2015, 5:49 AM EST - U.S. Markets closed


% | $
Quotes you view appear here for quick access.

Vertex Pharmaceuticals Incorporated Message Board

  • swhitemd50 swhitemd50 Mar 26, 2012 10:15 AM Flag

    New doubts about Gilead

    Check out this article:
    It seems that some financial pundits recognize the serious shortcomings of GS-7977 and the potential of Incivek/VX-222/ribavirin.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • Good find.

      Quote relevant passages below:

      [[... By making a few calculations -- I will spare you the details -- I now expect an unexciting 50-60% cure rate from these GS-7977 studies. It looks like Gilead will have to remix the drug cocktail, adding another drug to boost efficacy, to achieve more competitive hepatitis C cure rates. I would remain on the sidelines with regards to Gilead shares.

      Gilead's pain has been Vertex's gain, with the latter's shares up 14% despite underwhelming Incivek prescription data. Vertex is also benefiting from early Phase II results suggesting a triple combination of Incivek, the experimental Vertex drug VX-222 and ribavirin may be potent enough to exclude the use of injectable and difficult-to-tolerate interferon. An interferon-free regimen would be a big positive, especially since there are hints of reduced rash, a key Incivek side effect.
      I'm starting to get my usual Hep C headache, so let's cut to the chase: Bold investors might consider owning Vertex shares into next month's EASL conference. The dynamics are complicated, so I wouldn't suggest a big position. Meanwhile, Gilead seems likely to be stuck in neutral for awhile.]]

      The writer is more pessimistic about 7977 than I have been.

    • Stock price says otherwise. And on heavy volume.

110.14-4.00(-3.50%)Jan 30 4:00 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.