See what's happening to IDIX pps this morning over the concern for cardiac toxicity, which was the reported serious adverses reaction that ended the development of BMY's nuc just a few weeks ago.
I wonder if a similar concern is about to be announced for GILD's nuc 7977?
At a mimimum it represents a delay in the approval of the nucs being developed ahead of Vertex hep C next generation products, and extends the life cycle of current treatment regimens for hep C especially for Incivek.
Now might be a good time for VRTX to announce the Phase 2 SVR rates of telaprevir+VX222+ribavirin, it's all oral non-nuc plus PI and riba combo which has none of these cardio-toxicity AE concerns. Analysts are so invested in promoting the nucs as the backbone of future all oral regimens in hep C they have ignored other oral combos that in fact may be safer alternatives with adequate efficacy for those patients who are IFN intolerant.