slated for 6/29. However, don't forget that the
press often has advance copies of presentations so
watch the price and volume action carefully in the week
leading up to the conference. As I've said before, my
fear is that the amprenavir data will be solid but not
earth-shattering (and thus disappointing). We'll see. Good luck.
do you believe that the market has already priced
vertex as if the data to be presented in geneva were
solid? if the current price reflects this expectation
then i can understand an attitude of equanimity rather
than anticipation regarding geneva. however, if the
market has priced the stock with expectations of
astounding results then i presume there should be concern.
will you comment please.
thank you for the information. the articles i
have read indicate that the pictures show it will be
difficult to design an effective vaccine. i suppose then
that the best hope will be new drugs that prevent the
virus from invading new cells and protease inhibitors
that prevent or slow the replication of the virus that
does manage to get into the cells. i assume that there
will eventually be other kinds of drugs other than
protease inhibitors that attack the virus or prevent or
slow its replication.
i am a novice and would
like to understand the cryptic message you
>>Nice action today. But still within
i assume that this relates to technical
trading. can you explain?
re the above:
1 - how
did you know about it; and
2 - what is the
importance and relevance? does it relate to your next
>>Late today, story of a major recommmendation
where did you obtain this story?
thank you for
because I think you can see doubles in a
heartbeat as well, but I would not trade on that
Hoever, Trading into a
position helps, BUYING at the lows (here for example, a
good one at that, with lots of NEWS ready to move the
stock over the remainder of the year) and selling when
you think it is getting toppy, by your own read of
the situation (science if fun). Takes patientce but
if you give it awhile you can maximize returns. This
company has solid prospects and I solicit dialogue from
one and all.
after the highly likely (IMO) Amprenavir
approval. So next up... the Incel research (VX-710) the
mutidrug resistance inhibitor which is in numerous
different CA trials, or maybe the Hepatitic C work with
is key. I have seen the odd thing of stocks pulling
back after approval (sell on the news) but perhaps
that is with more gap in pipeline than the situation
suggests. It is an interesting thing though so I will try
to gather a list of examples that might elucidate.
I think VRTX has an awareness of this. While the
science vs. the stock/and other R&D financing concerns
make an uneasy set of priorities, one is need of the
other, though I hope that a certain critical mass is
reached where the stock will follow on up with scientific
and drug development achievement. The late-stage
biotech dream. Idealistic perhaps, but then the odds of
making it this far and surviving as a company are
The crystal structure will not affect amprenavir
at all! This structure pertains to the interaction
of the envelope of the virus (gp160 = 120 + 41) with
CD4. Although the envelope was devoid of much of the
variable regions and carbohydrate, it is thought that the
image created substantially reflects the interaction.
Drugs that might come from a better understanding of
this interaction are many years away. One must
remember that soluble CD4 was not effective, so
interfering with the ligand receptor interaction is not easy.
Small molecules will be tried in hopes of blocking the
interaction. This is not an easy task. Protease inhibitors
have nothing to do with virus-cell interaction. These
inhibitors act inside cells to prevent the virus proteins
from being matured by protease, rendering the virus
unable to multiply efficiently.
to me the base is a fake-out; low volume, mostly
selling. Technically this puppy is sick-well below it's
50-day and 200-day, making new lows in on-balance
volume, macd headed south. I'm no TA expert but this
doesn't look like a solid foundation to me. I would
personally be very careful-again it depends a lot on your
horizon but as I said I don't think amprenavir is going
to be a huge hit. The worst thing that can happen to
a biotech is that they a) get a product approved b)
are then expected to actually have revenues and c)
they don't come through and meet expectations. Just my
opinions-I've ridden this thing up a couple of times but I'm
still on the sidelines for now.
i enjoy this board
i also owe vrtx
me offer this...
as you say amprenavir will be
once approved glaxo-wellcome will market the
amprenavir with combination therapy developed with
a leader(if not the)in aids/hiv drugs will make it
i should buy more