Vertex Pharmaceuticals Incorporated Message Board
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Don't give false information. DVAX vaccine will eventually get approved. It is a vaccine to prevent Hep B so a person never gets Hep B. The Gilead drugs are and would be for people that fail to get the Hep B vaccine, get Hep B and then need to be cured. A totally different thing. Many people today don't cure from Hep B and there are not yet full treatments for all so people die of Hep B.
Sentiment: Strong Buy
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Gilead is the heavyweight and Achillian the small cap Hep C buyout candidate
by breezerwave •Mar 27, 2013 3:01 AMnothing personal and good luck to all investors. I was burnt on Idenix last August and lost money. I don't trust Idenix management. In my opinion they mislead investors. Pumping out good news. Getting analyst upgrades and then divesting from Novartis and diluting shareholder value. Management also indicated that as to the two prior drugs on hold that they expected to be able to get off the holds. Guess what in the end it was determined the holds were permanent. So nothing against shareholders of any of these stocks but as to Idenix $3.66 a share today is a long way from the $11 last August.
As to Gllead it is not my only Hep C stock. I am in several and in these various stocks for other reasons too such as cancer therapies, cystic fibrosis and more. Just as to Idenix I lost faith. And factually, I am not the only one as Novartis would have rolled Idenix into itself it it expected it to be a cash cow and not divested away from it. As to the purposes of these boards, except for the scammers and pumpers and dumpers, a purpose of these boards is to exchange good information. Investors can learn and then make investment decisions. If investors believe Idenix is going to change course and its stock price will increase based on value, etc. then of course such investors can invest. Good luck with whatever stocks owned. -
Kalydeco is already FDA approved. Sales for that globally will continue to expand each and every quarter and then year by year. The new news proves the science for Vertex's second cystic fibrosis drug. There is no reason Vertex should not be bringing in at least $1B each and every year if not more and then as the pipeline matures and expands so too will sales. For a comparable biotech with a key drug all one has to do is look at Alexion as an example. Shorters can short all they want but should this stock mirror more a path like Alexion I can't see how long run that is going to work out. Vertex to me appears like a Gilead years ago or Celgene years ago. With 2 FDA approved drugs by Vertex certainly its scientists know what they are doing. Amgen started years ago with one key drug and then built an empire. Frankly, I like any biotechs that are working to help save people's lives and make people's lives better. I think it is bad karma to short against such companies. I mean are the shorters praying for these drugs to fail so the patients can die earlier. Sort of sick thinking.
Sentiment: Strong Buy
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This stock is underpriced for its current status. Medivation is a good comp as to what happens to stock price for a successful cancer drug. Obviously, the market for Exel reached bottom a while ago and should continue to head up. There are a lot of shorts that still need to buy. Would be great too if Exel issued some good news on its trial(s). The way Cabo worked so well with MTC was a surprise so hopefully there will be more positive surprises as the trials on the other cancers proceed. There sure are a lot of trials for Exel's products.
The treatment for cancers will continue to be the use of MULTIPLE drugs. Several years from now I expect Exel to be a multi-billion dollar cap company. It will get there just takes time day by day, month by month.Sentiment: Strong Buy
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I am still positive on the stock as larger pharma could be very interested in Achillion as it has multiple Hep C assets in the works. Larger companies could/would do a buyout both to acquire the assets and also prevent competition. BMS appears to have recovered some from its poor purchase of Inhibitex and now partnered with Vertex, in addition to its prior partnerships. Idenix stock is staying prevent strong recently in spite of any Hep C products being many years out. Seems to me that BMS or Gilead could still take out Achillion and a lower stock price would encourage that. Point being a good time to make an offer and buy. Achillion's total price (market cap plus premium) is still very cheap and any buyer could end up with one or more Hep C products that are top of the line and better than some of the competition. Caution to those selling as you might miss out.
Sentiment: Strong Buy
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You are totally wrong. Vertex brings in over $1B a year in revenue and will continue to do so. Have you not looked at its cash reserves? It has tons of cash. Don't falsely scare people with false statements of a secondary offering. Vertex would be profitable if not for the fact it has used monies to invest and build a strong company with multiple drugs, more in the pipeline and certainly in the long run even more to follow. Each shareholder owns a piece of the company and over the past several years the management of the company have built a very strong company.
I am not selling my shares. If you want to short all you want. I look forward to future large bumps up in share price including the extra bumps due to shorts getting caught in a squeeze. Vertex was 5% shorted at the time of the recent news.
As to the 18B someone mentioned that is not unreasonable at all. Current revenues at $1.5 billion a year. Revenues a few years from now could easily be $3M or more based on the latest scientific results. And who knows how the Hep C drugs in development will pan out and could be more icing on the cake.Sentiment: Strong Buy
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Anticipated Clinical Milestones for 2013
ACH-3102: Phase 2 second-generation NS5A inhibitor
Expand the Phase 2 clinical trial evaluating 12 weeks of therapy consisting of ACH-3102 and ribavirin, for the treatment of genotype 1b treatment-naive HCV during the second quarter of 2013;
Report SVR4 results following 12 weeks of therapy consisting of ACH-3102 and ribavirin for the treatment of genotype 1b, IL28B CC genotype, HCV in the second quarter of 2013; and
Provide RVR results from the Phase 2 trial of ACH-3102 and ribavirin for genotype 1b treatment-naive HCV during the third quarter of 2013.
Combination of sovaprevir and ACH-3102 for the treatment of genotype 1 HCV
Initiate dosing patients in a Phase 2 trial evaluating 12 weeks of sovaprevir and ACH-3102, with ribavirin, for the treatment of genotype 1 HCV during the second quarter of 2013; and
Report interim Phase 2 results from this first sovaprevir and ACH-3102 combination, including RVR, during the third quarter of 2013.Sentiment: Strong Buy
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NEW HAVEN, Conn., Jan. 7, 2013 (GLOBE NEWSWIRE) -- Achillion Pharmaceuticals, Inc. (Nasdaq:ACHN) today announced that it has completed enrollment in a pilot Phase 2a trial evaluating ACH-3102, a second-generation pan-genotypic NS5A inhibitor, in combination with ribavirin for the treatment of patients with chronic genotype 1b (GT 1b) hepatitis C virus (HCV) infection. The initial cohort enrolled eight patients with GT 1b HCV, IL28b genotype CC, that are receiving twelve weeks of ACH-3102 once daily in combination with ribavirin.
To date, five patients have completed 4 weeks of treatment, including three patients who have completed 12 weeks of treatment. ACH-3102 has been well-tolerated by all patients with no serious adverse events, subject withdrawals, or on-treatment viral breakthrough reported to date. Treatment with ACH-3102 has resulted in rapid reduction in HCV RNA accompanied by normalization of liver enzymes.
"We are very pleased to see that the profile of ACH-3102 continues to exceed our expectations for providing a truly improved barrier to resistance. As the first-ever clinical trial to evaluate a NS5A inhibitor as a single direct-acting antiviral in combination with ribavirin, we are extremely encouraged by these initial results that demonstrate rapid suppression of the HCV GT1b virus and a well-tolerated safety profile through 12 weeks of therapy," commented Milind Deshpande, Ph.D., President of Research and Development and Chief Scientific Officer of Achillion. "As this data set continues to mature, we look forward to reporting initial SVR results at a medical meeting in the second quarter, and are planning to expand enrollment in the study to include non-CC GT 1b treatment-naïve patients later this quarter pending regulatory discussions."
As to the story the fact there was no viral breakthrough means the drugs were keeping the virus undetectable and from replicating.Sentiment: Strong Buy
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The International Liver Congress™ 2013, 48th annual meeting of the European Association for the Study of the Liver
April 24-28, 2013
Amsterdam, The NetherlandsSentiment: Strong Buy
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Look at Medivation as a comparable. Market cap for Exel could double, triple or more. Since Cabo was effective in MTC one would expect it to be effective in some other cancers.
Sentiment: Strong Buy
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Per Achillion, "Achillion looks forward to reporting all-oral results from our ongoing clinical trials including RVR results from the -007 sovaprevir and ACH-3102 study during the third quarter of this year, as well as providing the updated SVR results later this month from our safety and tolerability study of ACH-3102 and ribavirin for the treatment of genotype 1b HCV."
Sentiment: Strong Buy
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Not even. Last year it went down some due to uncertainty of the trial and a restatement. Vertex has multiple drugs that will continue to bring in billions. The recent partnership with BMS on some of its Hep C drugs. Vertex should be like PCYC and in general more and more investors will see the value. Just like Gilead did in hiv, Vertex will do in CF. With the new news next steps will be further analysts upgrading. I am in for the long run. Been happy so far since i bought at $32.
Sentiment: Strong Buy
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It appears any posters complaining about the good results and the increase in share price are shorts. Vertex is a biotech company that has already produced two FDA approved drugs and more will follow. Vertex knows what it is doing. Vertex has brought in billions in revenue already and used it to build an even stronger company. Many promising biotech companies are worth billions and are promising but don't even have revenues. Vertex has both revenues and a strong pipeline.
Sentiment: Strong Buy
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JP Morgan raises VRTX earnings estimates and price target to $86
by qdelfan •Mar 19, 2013 11:39 PMYep, and there will be more price target increases by analysts and more increases in the long run.
Sentiment: Strong Buy
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The only reason it has had negative earnings is building a strong company with many drugs in the pipeline to those two already FDA approved. And as to those latter such approval around the world will continue.
Sentiment: Strong Buy
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"This is a signal of major weakness within the corporation."
by sciortie •Apr 22, 2013 9:16 AMWrong. Vertex is going stronger and stronger every quarters. Revenues from CF franchise should be over $3B in several years. I expect more analyst to upgrade the stock. Just as Gilead is increase more and more Vertex can too.
Sentiment: Strong Buy
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Totally disagree and some of your arguments and facts are false. If there were concerns about the trial drugs the FDA would not be letting the trials go forward and would have pulled the plug like they did with Idenix and BMS.
Achillion's quarterly expenses average $12M a year so the company runs on expenses less than $60M a year.
It has multiple drugs but even should this one (1625) only be successful the company stands to make a lot of money and be profitable.
"Achillion's approach in developing new therapies for HCV is multi-fold: First, in a proprietary program targeting the HCV NS3 protease, Achillion is advancing sovaprevir (ACH-1625), a potent HCV inhibitor with an excellent preclinical safety profile, unique pharmacokinetics and once-daily dosing."
So what I mean is ACH-1625 should make it successfully through trials to FDA approval and then certainly can make over $100M a year and make the company profitable to shareholders. And point being should Achillion only take a small piece of the pie of the world market it can make money and provide shareholder value and returns.
But then there is the what if. What if Achillion gets lucky and one of its trial drugs really proves to be top of the line as to effectivity. Well then Achillion would have a Pharmasset like worth. No one really knows of all the Hep C players long run which ones will be best. Only time and trial will tell. Sure short term Gilead and Abbvie may take a strong portion of the market but long run doctors will use the most effective drugs that are easiest for patients to tolerate.
Given Abbvie's FIVE drug combo certainly Achillion is not out of the picture as being a fit to drug combos.
And really what is going to happen is Achillion will eventually be bought out.Sentiment: Strong Buy
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Still don't see any value in Idenix. Glad I sold out. Despite those that disagreed a month ago and more, the stock of Idenix is now worse than then. With Gilead now being deemed first to file in the patent dispute odds are that Gilead also was first to invent. As to Achillion, unlike Idenix whereby the trial drugs have #$%$ out (risked out, etc.) and been shelved Achillion's are still moving forward.
Pharmasset was purchased by Gilead for $11B. As Gilead frees itself from the patent dispute the odds of a buyout for Achillion increase. Funds in Gilead's hands not headed to Idenix for any royalties will be available for Gilead to purchase more Hep C assets. There are over 6 types of Hep C and certainly no one yet can predict which of all the currently either available FDA approved or in trial drugs will end up working best. -
Well it did not tank but even went up a bit higher. Moreover, if you were a CF patient I am sure you would be an advocate of Vertex for it to push its CF drugs forward as quick as possible instead of a negative drag.
Vertex obviously has the skills necessary to create effective treatments for CF and hopefully it will eventually be able to help all CF patients.Sentiment: Strong Buy
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Stock has been lower but this could encourage a buyout
by breezerwave •Apr 11, 2013 3:11 PMAny buyer is going to buy at what such buyer feels is the right time. Certainly price plays a factor as well as where the company stands as far as the pipeline. As to Pharmasset, my understanding is there was a bidding war at the time too so that would have inflated the final price. Certainly, large companies with vested interest in the Hep C race like Gilead, BMS and Abbott are not only fostering their own pipelines but also keeping abreast of their competition. Certainly, Achillion has good value in its pipeline and as to market cap its market cap is about the same as Idenix yet Idenix pipeline is YEARS out. Should Idenix be successful and so far Idenix has not as two of its drugs died out.
There are multiple types of Hep C and it will take multiple drugs to cure all those types for people around the world.
Achillion's cost of operations is $50M a year. Vertex sells over $800M a year of its Hep C FDA approved drug. Certainly, the science is there for Achillion's products, they will come to market and it won't take much in sales to generate profits to shareholders. That is if a buyout does not come first and I suspect it will.
PS - I agree that companies need to keep relevant news out there about progress so the stock price stays in line with the value of the company.Sentiment: Strong Buy