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Vertex Pharmaceuticals Incorporated Message Board

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  • skinKhound skinKhound May 3, 1998 10:30 AM Flag

    huge increase in short interest

    1. Nelfinavir and Indinavir are both well along
    in trials which will likely show that twice a day
    dosing is adequate (not to mention PK trials with any
    and all PI combos such as Indinavir/Ritonavir at
    lower doses 400 bid each, taken with food). So the
    twice a day is an edge but may disappear unless as you
    point out it is better tolerated
    2. B-B barrier
    could well be important
    3. Although it has been in
    trials with kids, as you know, all the other PI's are
    being used in kids as we speak
    4. So far, though it
    has been used with various cocktails (notably a four
    drug Glaxo combo blue plate special-AZT/3TC/1592/141)
    the efficacy does not appear to be greater than any
    other combos to date

    All that said, there is
    definitely room in the market place and barring a new
    salvage drug, clinicians are likely to use any new drug
    for salvage regardless of the resistance profile,
    just because it is new. So for pts who may have failed
    2-3 of the old PI's it may make sense to switch to VX
    with another PI. Any percentage of the market will
    help VRTX but I wonder how much market share is
    already priced in to the stock? We'll see. But, VRTX does
    have a strong Phase I pipeline as
    well.

    Cheers.
    SkinK

 
VRTX
90.22+1.23(+1.38%)Aug 22 4:00 PMEDT

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