With the biopsy evidence that eteplirsen injections lead to measurable dystrophin production in skeletal muscle fibers, the concern that the drug might not enter cells would seem disproven.
How did you calculate that Solvadi treatment is 40% more expensive than current interferon-containing regimens? The latter require 24 weeks of treatment at a minimum, whereas Solvadi offers a cure in only 8-12 weeks. Your numbers are off.
Please explain your reasoning as to why you think the GILD issued US patent that withstood an infringement claim from IDIX does not cover the Sovaldi composition of matter.
"So IDIX conceived this two years earlier - and presented in scientific meetings"
Conceived what? GILD has an issued US patent that covers the Sovaldi composition of matter, and a patent has withstood an interference claim from IDIX. Your scare tactics are losing their basis.
Short selling, in anticipation of a CHMP rejection. However, should the CHMP decide favorably on vintafolide and the companion diagnostic, ECYT share price is poised to rocket as these short sellers are forced to cover with their tails between their legs.
"All depends on the ruling in the patent lawsuit"
No it doesn't. The valuation of GILD depends much more on sales of its HAART franchise and Solvadi, as well as progress in clinical development of it's new oncology product.
What are everyone's thoughts on the market potential of VX135? With Sovaldi coming to market already, and the ABBV all-oral combination soon to follow this year, what will it take for VX135 to capture market share? Favorable pricing? Better efficacy for a specific subset of HCV patients?
One likely scenario from the USPTO review of the IDIX issued patents is that some of the claims are too broad to be defensible, and will be invalidated. This is especially plausible for the 'methods' claims, since the company of course never showed that every chemical composition encompassed by the formulas in the patents could be used in a method to treat disease.
In the patent dispute, it's not simply a matter of "who invented this invention first", but also importantly what is the scope of what was invented. Claims on issued patents can be invalidated, and in so doing alter the nature of any apparent infringement.
How much do you think it costs to treat an HCV patient undergoing liver failure? Have you considered the possibility that a life saving drug treatment might provide savings to the health care system and benefit the economy?
Yearly planned sales by Senior managers and former managers of small fractions of their overall holdings are hardly a good barometer of future stock performance.
Roger Pomerantz was booted from Merck when Perlmutter became the head of R and D.
Put that piece into your puzzle.
- Gilead reacting poorly to Sovaldi approval -
What service are you using to get your stock quotes? GILD just hit an all-time high.
News out that Veliparib increased complete responses in triple-negative breast cancer and is moving to phase III, where it is predicted from the phase II study to have a 90% probability of success.