What's next and the MS Investor conference Tuesday
Perhaps some news about the Vertex influenza drug, VX 787, Phase 2A clinical trial results or the all oral hep C treatment Phase 2A trial using telaprevir, 222 and RBV could be released around this conference presentation on Tuesday? We certainly could use some additional positive clinical trial results to boost the analyst's valuation of this company's impressive pipeline. It will be interesting to compare the interaction between the Vertex presenter on Tuesday this week (hopefully Dr. Leiden) and the MS analyst compared to the rather contentious exchange at the same investor conference last year between Matt Emmens and the David Friedman.
1) Signal to BMY to work with us in combining Daclastavir and ALS 2200.
2) ALS 2158 results within next 20 days.
3) Kalydeco revenues should improve from addition of 4 important countries in Europe.
4) Phase II cohort 3 VX 809 has only 13 patients and he confirms that dose of VX 809 is 400 mg bid but they want pk/pd trend to show it to FDA for an additional arm of bid dosing in phase III. Patients are already enrolled.
5) Green light to phase III VX770/809.
I have noticed that BMY is conducting interferon lambda-1 phase III trial in Hep C. TVR is a part of BMY phase III combo trial i.e TVR, Ribavirin and Interferon lambda.
It is a nice summary of the conference call. Commenting on your Item 1), I also speculated that ALS 2200 must be looking for a partner drug in BMY's NS5A inhibitor. What else is there internally or externally to match the potential safety and efficacy of 2200? Ian also echoed the confidence in the safety of 2200, expressed first by Peter during the July 30 CC. However, RBV or 222 or TVR also holds the key to make a cocktail for an 8 week treatment regimen that Ian talked about. If BMY agrees to partner with VRTX, guess where the share price is going to be.