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Vertex Pharmaceuticals Incorporated Message Board

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  • fribon fribon May 5, 1998 12:34 PM Flag

    huge increase in short interest

    You clearly have a good sense of the PI
    landscape.
    The longer it takes for VX-478 to come out the harder
    it will be for vertex to get a foothold. I think the
    likelihood of a 1998NDA is beginning to fade.

    What do
    you think about their HEPC program. HEPC seems to be
    one of the most highly competitive arenas for drug
    development. It seems like this program could also arrive on
    the scene too late. The prospect of a good vaccine in
    general complicates the horizon for small molecule
    cocktail fixers.

    It's interesting that Eli Lily
    bought into the HEPC PI program and then a few months
    later Vrtx announced the solution of the HEPC helicase
    crystal structure. It will be interesting to see which
    platform produces the first lead. I wonder whether Lily
    might be tempted to expand their collab, if the
    helicase produces first results. Regardless, I think a
    good gauge of the long term value of vertex's platform
    will be the time it takes from the crystallization of
    a target to the identification of a clinical
    candidate.

    Regards,

    Fribon

 
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