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Achillion Pharmaceuticals, Inc. (ACHN) Message Board

  • thirdmeinvestor thirdmeinvestor Oct 18, 2012 5:37 PM Flag

    Vertex sought to develop HCV drugs with ALS 2200

    ACHN's protease and ns5a inhibitors are very attractive candidates to be combined with "nuc" als 2200.

    " Vertex, maker of the hepatitis C drug Incivek, has received interest from other companies to collaborate on tests of one of its experimental medicines for the liver disease, Chief Executive Officer Jeffrey Leiden said.

    The company’s VX-135 pill is one of the last in a class of medicines called nucleotides that may be an important part of combination therapy to treat hepatitis C after setbacks among other drugmakers, Leiden said in an interview yesterday at Vertex’s headquarters in Cambridge, Massachusetts.

    “That potentially makes us a very attractive partner,” Leiden said.

    The field ignited last year as drugmakers made deals to pursue combination treatments taken orally for a disease that affects as many as 170 million people worldwide. Currently treated with injections, hepatitis C may grow to a $15 billion market by 2018, according to GBI Research, a business analysis firm. Combinations of different drugs are thought to be the most effective way to combat the disease, because they enable therapy to strike at the various ways the virus infects the body.

    “We want to use the assets we have and explore them both with our own assets together and potentially with other companies’ assets in collaboration to come up with the best regimens,” Leiden said. “And we want to do it quickly.”

    Likely Collaborators
    Leiden didn’t specify which partners or drugs Vertex would prefer, and said the company would be open to more than one collaborator. Johnson & Johnson (JNJ), Vertex’s partner on Incivek, and Achillion Pharmaceuticals Inc. (ACHN), maker of several experimental hepatitis C therapies, may be likely collaborators, according to Brian Abrahams, an analyst with Wells Fargo Securities.

    J&J, based in New Brunswick, New Jersey, would consider exploring an expansion of its partnership with Vertex in hepatitis C, Gaston Picchio, hepatitis disease area leader for J&J’s Janssen unit, said in an interview in April. Achillion doesn’t comment on business development, and is focused on advancing its therapies through clinical development, said Glenn Schulman, a spokesman, for the New Haven, Connecticut-based company. ......"

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    • Vertex's CEO comments on partnership reinforced what was said all along during Achillion R&D Analyst Day. Ach-3102 second generation NS5A has proven superior to BMS-094, GS-5885 for several key viral resistance ( Mutation) notably at amino acids L31M, Y93C, Q30R and Y93H.
      Never posted on VRTX board but was at one time an investor there before Incivek was approved by the FDA when I was still in VPHM. You longs have a winner in VRTX especially when the street realizes how important it will be for Vertex to have an approved drug to combat Cystic Fibrosis.

      Sentiment: Buy

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