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Vertex Pharmaceuticals Incorporated Message Board

  • thirdmeinvestor thirdmeinvestor Oct 12, 2012 1:24 PM Flag

    Needham and now Barclays are bullish on CF franchise

    Vertex Pharm stays ahead of the CF game - Barclays

    Barclays says following the VRTX analyst event at NACFC, they remain bullish
    on the CF franchise. Lack of dose response can be attributed to therapeutic
    window of CF drugs. Although investors have questioned the apparent lack of
    dose response among the three tested doses of VX-809, they believe this can be
    attributed to drug-drug interaction between Kalydeco and VX-809. Of note, this
    is why a higher Kalydeco dose was used in the trial vs. the currently FDA
    approved dose. VRTX has in-house PK/PD data that suggests the appropriate
    therapeutic window for VX-809 is around the 600 mg once daily dose. Firm says
    they understand the concerns around dose response, they believe the 600 mg
    dose is the minimally effective dose that will be taken forward in the clinic.
    What's ahead for the CF program? VRTX confirmed it has an end of Phase II
    meeting scheduled with the FDA in 4Q12, after which the company plans to
    initiate Phase III.

    Sentiment: Strong Buy

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