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Vertex Pharmaceuticals Incorporated Message Board

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  • rojospan rojospan Nov 10, 2012 9:52 PM Flag

    GS-7977 + RBV trial (ELECTRON) is a huge failure


    GT 1 treatment naive SVR 12 --------84%
    My understanding is that GT 1a is harder to treat then GT 1 b which is harder to treat then GT2/3.
    Things are not making sense here to me if SVR 12 is only 60% for GT 2/3.

    AF and ISI guy are supporters of GILD?
    I am still waiting to see safety data on GS5885 and GS 7977 combo.

    VRTX has made a very good decision in combining GSK 508 and TMC 435 with VX 135 in my opinion. If VRTX keeps close to 1 B/ yr in Hep C revenues, we will do well. I am eager to see SVR 24 intrim data for VX 222, VX 950 and Ribavirin in GT 1 a patient. 60 patient trial entrollement finished faster than expected and 1/2 of them should have some sort of read out in next few weeks.

    BCRX flu drug Peramivir failed phase III in influenza and is a positive news for VX 787
    Xeljanz approval for 5 mg Bid dose is again a good news for VX 509.

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    • Add the prospects of success for CF patients with VX 809 and 661 in combination with Kalydeco, to the prospects for VX 135, 509, and 787 as described by Rojospan, and it it is a mystery to me as to how the GS analyst can have any credibility in his recent negative analysis of VRTX. More importantly, if the market continues to undervalue VRTX, the probability of a takeover bid from a larger pharma seems likely.

      Sentiment: Strong Buy

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