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Vertex Pharmaceuticals Incorporated Message Board

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  • thirdmeinvestor thirdmeinvestor Nov 1, 2007 1:58 PM Flag

    For those of you not in Boston

    Justpaul, you hit a nail on the head. What you said makes a lot of sense.
    Market perception has been too negative since the preliminary SCH drug result came out. As I have said many times in this space, its EVR of 79% is inflated because of additional 28 days of SOC before adding the drug. Why does not anyone comment on this? The side effect and dropout rate will be much worse than TVR in spite of using Procrit for anemia and their treatment duration is much longer. I suspect and Dr. Alam implied too in CC that the viral count drop with SCH is not as fast as with TVR. That is why they did not include RVR data in the recent PR though they had them.
    The negative sentiment is a God-given opportunity.

 
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