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Vertex Pharmaceuticals Incorporated Message Board

gladpick 6298 posts  |  Last Activity: 16 hours ago Member since: Jan 24, 2000
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  • Reply to

    CVS DEAL

    by gladpick 18 hours ago
    gladpick gladpick 16 hours ago Flag

    "how do newer and better drugs get into the market?"
    keep in mind that these new HCV drugs cure 90 to 100% of the patients. So how new HCV drugs could be better than that? so it seems to me the exclusive agreement wil lock out ABBV for a long time. Keep in mind in the rare instances that the ABBV drug does not work the patient can get Sovaldi if a doctor recommend it due to lack of cure with the ABBV drug.

    As to drugs for other diseases, I suspect in any exclusive agreement if drawn properly, there will be clauses that nullify exclusivity IF and that is a big IF, a much much better drug is approved for a disease.

  • Maybe this has been posted before on this board (first time on this board this year, don not own GILD). I believe if GILD management is smart they would be talking to CVS and lock out an exclusive agreement to lock out ABBV HCV drug. In fact they should lock out ABBV by getting several exclusive agreements with other major insurance companies.

    I believe what ABBV did is going to discourage many pharma companies from trying to develop better drugs than those in the market due to the danger that their new drugs, unless they are much much better than existing ones, will be considered a "me too drug" and subject to a drug war with their competitors.

    Just my two cents worth.

  • Reply to

    Down 6% first hour of trading?

    by indexmagnet Dec 23, 2014 10:36 AM
    gladpick gladpick Dec 23, 2014 3:36 PM Flag

    I just wish I had more money to buy more shares.

  • Reply to

    Down 6% first hour of trading?

    by indexmagnet Dec 23, 2014 10:36 AM
    gladpick gladpick Dec 23, 2014 2:10 PM Flag

    I initially thought it was manipulation yesterday but the more i have thought about it the more i think it is because of the GILD issue. Actually, I think as of this minute VRTX has fared much better than most other biotechs. NBI, BTK ans IBB are down between 4 and 5 % as of this minute whereas VRTX is down only 2.74%.

  • Reply to

    Down 6% first hour of trading?

    by indexmagnet Dec 23, 2014 10:36 AM
    gladpick gladpick Dec 23, 2014 11:59 AM Flag

    I think as third indicated yesterday the drop maybe the result of the agreement between Abe vi (sp) and Express Script. Investor apparently have been spooked by the exclusive agreement for the HCV drug at cheaper prices at the expense of GILD. Investors maybe assuming that such agreements have opened the door for insurance companies to get drugs at much cheaper prices. That may happen when there are several drugs with similar efficacy for a disease. However, I do not see that to be an issue with VRTX CF franchise until such time that there is an approved competitive drug by another drug company on the market which maybe many years away, if at all.

  • gladpick by gladpick Dec 22, 2014 9:42 AM Flag

    There is a concerted effort by someone(s), maybe a hedge fund, or shorts to manipulate pps. Imagine, with NO NEWS a few hundred shares were sold at $114 pre-market at 8:00AM. Then shares were traded in the $116 area for awhile but still down $2.90 close to 9:30. Apparently, the manipulator(s) were disappointed because they did not fool the investors by trying to create fear!. As of this minute VRTX is up about one dollar.

  • gladpick gladpick Dec 18, 2014 7:15 PM Flag

    "Sell"
    Whatever you say Master. Stupid!

  • VERTEX PHARMACEUTICALS INCORPORATED
    VERTEX PHARMACEUTICALS INCORPORATED Patent applications
    Patent application number Title Published
    20140343098 MODULATORS OF ATP-BINDING CASSETTE TRANSPORTERS - The present invention relates to modulators of ATP-Binding Cassette (“ABC”) transporters or fragments thereof, including Cystic Fibrosis Transmembrane Conductance Regulator, compositions thereof, and methods therewith. The present invention also relates to methods of treating ABC transporter mediated diseases using such modulators. 11-20-2014
    20140323521 PHARMACEUTICAL COMPOSITIONS AND ADMINISTRATIONS THEREOF - The present invention relates to the use of N-[2,4-bis(1,1-dimethylethyl)-5-hydroxyphenyl]-1,4-dihydro-4-oxoquinoline-3-carboxamide, solids forms, and pharmaceutical compositions thereof for the treatment of CFTR mediated diseases, particularly cystic fibrosis, in patients possessing specific genetic mutations. 10-30-2014
    20140315931 DEAZAPURINES USEFUL AS INHIBITORS OF JANUS KINASES - The present invention relates to compounds useful as inhibitors of protein kinases, particularly of JAK family kinases. The invention also provides pharmaceutically acceptable compositions comprising said compounds and methods of using the compositions in the treatment of various disease, conditions, or disorders. 10-23-2014
    20140309413 METHODS OF STEREOSELECTIVE SYNTHESIS OF SUBSTITUTED NUCLEOSIDE ANALOGS - The present invention relates to the novel diastereoselective syntheses for generating phosphorothioate compounds. Examples include nucleoside phosphorothioate analogs that are useful in treating diseases and/or conditions such as viral infections. 10-16-2014
    20140308242 BIOMARKERS FOR HCV INFECTED PATIENTS - The invention relates to biomarkers measurable in a human subject that have prognostic value with respect to efficacy of therapeutic treatments for Hepatitis C viral infection. The markers also are believed to have value for diagnosis liver health/liver damage. 10-16-2

  • gladpick gladpick Dec 16, 2014 1:29 PM Flag

    If I were not fully invested I would certainly be buying at these prices.

  • gladpick gladpick Dec 16, 2014 10:34 AM Flag

    BTK, NBI, IBB were each down only around 2.75%. However NKTR was down 5.2%.

  • gladpick gladpick Dec 16, 2014 9:10 AM Flag

    All biotechs got hit badly yesterday. btk, nbi, ibb were all down a bit shy of 3%--of course not as bad as VRTX. I think lots of institutions and mutual funds are taking profits before the year end to show they have done well for the 4th quarter.

  • Reply to

    SABCS 2014 Poster

    by cow_4_beans Dec 11, 2014 5:38 PM
    gladpick gladpick Dec 12, 2014 12:40 PM Flag

    'As Dr Cowfart revs up his posting activity, his analysis inevitably turns from gobbledeguck to absolute buffoonery."
    Your language and the characterization of Cow makes me think you are very upset about something. Could it be a short position?

  • Reply to

    the longer this clown goes without a real CSO

    by starfe11 Dec 3, 2014 4:03 PM
    gladpick gladpick Dec 3, 2014 4:34 PM Flag

    Are any of the competitors's drugs in phase 3? I thought they were in phase 1 or 2.

  • Reply to

    MDA'S SUMMARY OF DEC 2 PRESENTATION- PART 1

    by gladpick Dec 3, 2014 4:29 PM
    gladpick gladpick Dec 3, 2014 4:30 PM Flag

    PART 2
    •Sarepta hopes for an eventual approval of several DMD exon-skipping drugs as a class.
    •The company is encouraged by new data that support the methods it is using to measure dystrophin – the protein missing in DMD – in muscle biopsy samples; eteplirsen and other exon-skipping drugs for DMD are designed to increase functional dystrophin levels in muscle fibers.
    •Sarepta is pursuing approval of eteplirsen and other compounds in its pipeline with European, as well as U.S., regulators.

    "We continue to hear your urgency," said Garabedian in his closing remarks. "We assure you that it underpins all our activities here. At any moment that Ed [Kaye] or I see a softening of that urgency, we have many reasons to remind us that every day, week and month matters in getting this drug to patients."

  • Highlights of the Dec. 2 webcast follow.
    •Sarepta will work with the FDA to determine the feasibility of an accelerated approval for eteplirsen, while conducting the confirmatory studies necessary for standard approval. (See Confirmatory Study of Eteplirsen in DMD Patients, or enter NCT02255552 in the search box at ClinicalTrials.gov.)
    •Sarepta is also conducting a phase 2 study of eteplirsen in nonambulatory boys ages 7-21 (see Safety Study of Eteplirsen to Treat Advanced Stage DMD or enter NCT02286947 in the search box at ClinicalTrials.gov) and plans to open a phase 2 study of the drug in boys 4-6 years old.
    •The submission of an NDA for eteplirsen will be delayed by about six months from its original 2014 goal.
    •Sarepta understands the desire of the FDA to have as much additional information as possible and wants to honor the agency's requests, with the goal of creating as strong an application for eteplirsen as possible.
    •Sarepta will not be able to meet requests for expanded access (sometimes called "compassionate use") for eteplirsen because the company will need to focus all resources on obtaining approval for the drug; the amount of drug they are able to make is going toward the clinical trials that will lead to the submission for approval.
    •Sarepta is not only developing eteplirsen as planned, but it is also developing exon-skipping drugs targeting other parts (exons) of the dystrophin gene. Compounds targeting exons 45 and 53 are in clinical trials, and additional compounds are in preclinical development.
    •Sarepta hopes for an eventual approval of several DMD exon-skipping drugs as a class.

  • Man, I am having fun!

  • Can't hear you!!!

  • "The report cites the two current companies that can survive the competition onslaught, and perhaps ultimately get bought themselves.

    3D Systems Corp. (NYSE: DDD) has been an incredibly volatile stock, and now may be a good time for investors to revisit. Its 3D printers convert data input from computer-aided design generated software format or 3D scanning and sculpting devices to printed parts. 3D printing was a super-hot segment last year, and the top stocks were absolutely eviscerated in the early spring sell-off, and again in October. Hot and fast money loves to be long and short this top stock, so entry points are critical. The Jefferies team feels that the company’s product line is strong enough, but that it will be forced to lower prices to remain competitive and stay in the race."

  • gladpick by gladpick Nov 20, 2014 5:32 PM Flag

    The following are the recent timelines for Kennedy's posts:
    Nov 19 1:02 pm, 1 post
    6hours ago, 2 posts
    4 hours ago, 1 posts

    This is unusual for kennedy who usually posts many message every day.
    I guess he must be very depressed due to his short burning his #$%$.

  • gladpick by gladpick Nov 19, 2014 10:33 AM Flag

    Let's assume the annual sale of cf franchise is $2B. Let's also assume that the annual cost of financing $3.3B is 3%. Subtracting this cost from the royalty of 6% leave a net of 3 %. 3% of the annual assumed sale of $2B= $60M net proceed per year. Dividing $3.3B by $60M=55 years.

    The above somehow does not make any sense because it means they have to wait 55 years before they make any profit. So let's assume the average annual sale is $4B. This would mean it would take them over 27 years before they make a profit if my assumption of 3% for cost of financing is correct. Somehow this still does not make any sense. So I think either my assumptions are wrong or my math is wrong. Anyone care to comment?

VRTX
115.15+1.40(+1.23%)Dec 24 1:00 PMEST

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