Good article from MF.
Well written, but NO discussion as to the legal battles.
We have been trying hard to get to the bottom of the patent disputes. Launching a drug under 3X penalties is a dangerous move- especially when the USPTO declares IDIX a senior party- just last Monday
Why did the USPTO make IDIX Senior party in the 2nd infringement?
Explain that one, dufus
You like calling people names, so from now one you are dufus
Now you are looking at 50 day ma.
Chart gazing ?
Why don't you learn a little about HCV ( obviously you know NOTHING about the science here )
Be sure that every excuse will be given
2) end of year tax selling
Ignore this issue at your own risk. I want the truth. Who really owns this drug?
Just out !
CEO: John Martin- I am getting calls from all the brokerage firms..This has completely blindslided them
VP ( whisper )...Boy and I happy I cash out my 2 million last week.
Quiet, call to order:
What are you hearing? Who's is in charge of watching social media, the boards
Exec in corner: That would be me sir.
Well, what are you hearing?
They know all about the Patent Office date. I don't think there is that much more they understand..but they keep bringing up Klarman as their " savior "
Exec in corner: That freaking J_ _
Raucus in crowd: Quiet, call to order. I will not tolerate any bigotry, hatred or antisemitism in this company. Aad the same goes when we talk about Merck. This will not be tolerated here. Klarman is a problem. Legal department check in!
Legal Counsel: Well, Maria Stahl called me. She told me Klarman is prepared for all out warfare. He will bankroll IDIX to the end.
Exec 2: Look I am afraid once the hearings start some of this stuff will get out in the public domain. It will be embarrassing to us...John can't we just settle with them?
CEO John Martin: I'm gonna mull it over this weekend. Maybe we can do a 20-25% licensing fee. Stay on call this weeken we might have to meet again--quickly.
Call to Order !
Are preparations ready for the Christmas party?
All ready..the usual fanfare, band , comedian, some special stuff. It's been a great year at Gilead.
Great, now doen to business. Are we ready for the launch?
Graphic Design report in!
Well we had a design of a knight killing an HCV molecule, but too close to Victrellis..we are rewaorking it..should be ready soon.
Publish in the usual places? Annals? Hepatology ? Gastro and Endo news ?
What about our reps? Are they ready?
Yep...all had free passes to the gym...Down 10 lbs. Butts are tight. Dresses are short they are ready to go. For those sectors with Infectious Diease writing scripts ( mostly women docs ) our men are toned, tanned and fit. Those women ID' MDs are gonna love them.
Great, great...now what's happening in social media? What are you hearing?
To be continued...
I have reviewed the US PTO documents.
They have more than a case. I believe they were first to conceive.
I didn't rely on Klarman.
Yes, they have been a hard luck company. But they did bring Tyzeka to market in HBV.
And they have a 2000 nuc database.
They have a pangenotypic 5SNA- IDIX 719, in trials with Jannsen.
Next year they will have a nuc (437 + 719 ) in trials.
They have alot going for them. This is a big market.
Good luck to you as well.