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Vertex Pharmaceuticals Incorporated Message Board

gladpick 52 posts  |  Last Activity: May 29, 2016 12:57 PM Member since: Jan 24, 2000
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  • Reply to

    NKTR true value.

    by kklausbeckerman Mar 2, 2016 12:57 PM
    gladpick gladpick Mar 2, 2016 3:47 PM Flag

    "Would like to see the Board have some backbone on that front"

    Are you kidding. The board members are in bed with that HR SOB.

  • gladpick by gladpick Mar 2, 2016 3:52 PM Flag

    Is there anyone on this board who has regularly posted messages (HR and his cronies excluded) that believes HR should keep his job? If so please explain why. I will try to have an open mind and am willing to be educated.

  • Reply to

    Need your input

    by gladpick Mar 2, 2016 3:52 PM
    gladpick gladpick Mar 3, 2016 9:25 AM Flag

    "Forget HR for a second. "

    Under HR, in addition to several failed costly drug trials due to his faulty designs, here is what has happened to the stock during his time at NKTR:

    NKTR DOWN 48.16%
    IBB UP 253.15%
    NBI UP 253+%
    BTK UP 338.28%

    And you are saying forget about HR. Give me a break. He has been at it for 9 years and has been milking the company with his undeserved high salary and options -- isn't 9 years enough of this?

  • Reply to

    How much is thing worth in a buyout?

    by garroty Mar 9, 2016 1:22 PM
    gladpick gladpick Mar 9, 2016 4:17 PM Flag

    I hope I am wrong about this but I just do not believe VRTX is a good takeover candidate. Its present market cap is $20+B. A 1/3 premium makes a buyout cost around $27B which makes it somewhat a large investment for even some of the pharma biggies. Add to that Leiden's concentration on CF at the expense of slowing other products through research as well as competition from other drug companies with their CF drugs nipping at VRTX's heels-- I simply am not very optimistic about a buyout. My hope is that VRTX's additional CF drugs will cover more patients and revenue would increase soon.

    As I said I hope I am wrong because unfortunately a good portion of my investment is tied in this stock.

  • Reply to

    How much is thing worth in a buyout?

    by garroty Mar 9, 2016 1:22 PM
    gladpick gladpick Mar 10, 2016 12:35 PM Flag

    As has been mentioned before, in addition to Leiden getting all of those free shares, and other companies developing Cf drugs to compete with VRTX and the lack of other products being pushed through the pipeline, the other factor that is affecting pps is the Hillary factor. Threats of drug pricing, even though I doubt it it will happen with the republicans in control of both houses, nevertheless, has spooked investors.

    Here is the statistics about biotechs for the past 6 months:

    VRTX down 38%
    NBI down 28%
    BTK down 28%
    IBB down 28%

    I believe VRTX has gotten hit harder because of the above mentioned reasons unique to it.

  • Reply to

    Barclays Healthcare Conference

    by papaalien2000 Mar 16, 2016 3:45 AM
    gladpick gladpick Mar 16, 2016 11:35 AM Flag

    It allows Leiden to PRETEND he is working hard to boost pps. So far his actions at the helm have not had very good results for pps because investors for the most part consider VRTX as a one drug pony with several competing drugs in the works.

    In my opinion the BOD should fire Leiden and find someone who is capable of beefing the pipeline.

    VRTX has a bloated number of employees which must include many scientists. My question is what are all of these scientists doing? How about having some of these scientists work on other possible drugs and if they pass phase I then find big pharma to partner with VRTX whereby they can underwrite the cost of phase 2 and 3 and if successful VRTX could get royalties on the sales. I think I have the answer to that as to why it will not happen. It is because VRTX leadership has BIG egos and consider turning their inventions to others for development beneath them!

  • Reply to

    Barclays Healthcare Conference

    by papaalien2000 Mar 16, 2016 3:45 AM
    gladpick gladpick Mar 16, 2016 2:35 PM Flag

    In my opinion the only hope we have is for Orkambi sales to increase. I think some investors have been spooked by all the talk of Orkambi discontinuations which management does not seem to have a good handle on. The hope is that some of those who discontinued due to adverse side effects may try to go back on Orkambi. You may want to listen to the yesterday's taped conference call that Barcley conducted with Stuart.

    Good luck to all of us longs.

  • Reply to

    How much is thing worth in a buyout?

    by garroty Mar 9, 2016 1:22 PM
    gladpick gladpick Mar 16, 2016 3:35 PM Flag

    You mean Hillary the baitch?

  • Reply to

    Barclays Healthcare Conference

    by papaalien2000 Mar 16, 2016 3:45 AM
    gladpick gladpick Mar 17, 2016 8:44 AM Flag

    Totally agree with you. It looks like they do not give a damn about PPS. Evaluating the interview, I thought it was a disaster. Only the negative was accentuated. I personally believe VRTX should not participate in these types of conferences unless it has something good to announce. The format of these types of conferences are such that the interviewer is almost in total control by only asking questions that suits his/her firm's agenda--in this case just about all the questions asked were the types that led to the warts that hang around the CF drugs. For example the interviewer did not ask a single question about the status of any non CF drugs in the pipeline and Stuart was not smart enough to steer the discussion into other products--not that there are many but, nevertheless it could have had a better affect.

  • Reply to

    Barclays Healthcare Conference

    by papaalien2000 Mar 16, 2016 3:45 AM
    gladpick gladpick Mar 17, 2016 9:01 AM Flag

    On Yahoo' s Stock Twist this was posted about VRTX:

    T Rowe Price added 6.5mln sh in Feb & increased stake now to 10.52% 25mln sh

  • Reply to

    CDC's latest guidelines "We must act now."

    by tlcjam1 Mar 17, 2016 10:10 PM
    gladpick gladpick Mar 22, 2016 3:18 PM Flag

    So you are saying primary care physicians should not be allowed to prescribe opioid drugs and they should refer their patients to specialist? Who will pay for all of these specialist visits?

    And just because more people die of alcohol related accidents, we should not develop non abusable opioids?

  • gladpick gladpick Mar 24, 2016 12:17 PM Flag

    It is my understanding that the "abuse deterrent"opioids could still be broken down by separating the opioid and abusing it, although harder that the pure opioids. However, that can not be done with 181 and thus its advantage.

  • VRTX has over 1800 employees and its only drug treats CF . I don not detect the management having much enthusiasm about any of its other few drugs in the pipe line. Out of over 1800 employees, how may of them are scientists? How many of them work with and assist scientist in their research for new drugs? Why there are not any progress in new areas? What are the scientists who are not working on CF doing?? Surfing the internet all day? I would like someone help me understand what is going on. Apparently investors do not like what they see and are damping the stock!

  • Reply to

    Leiden should be fired

    by gladpick Mar 29, 2016 2:04 PM
    gladpick gladpick Mar 29, 2016 2:24 PM Flag

    spelling error--should have typed dumping instead of damping.

  • Reply to

    Leiden should be fired

    by gladpick Mar 29, 2016 2:04 PM
    gladpick gladpick Mar 29, 2016 3:01 PM Flag

    Thanks for the info and suggestion. I will take a look. Nevertheless, I believe the management should discuss these development in detail in their quarterly reports as well as in their conference calls and presentations. Many of us do not have a clue what is going on unless the management informs us. Again thanks for your response.

  • gladpick by gladpick Apr 1, 2016 12:58 PM Flag

    Vertex sinks after CF drug penetration seen falling short of expectations The shares of Vertex Pharmaceuticals (VRTX) are falling after research firm Stifel predicted that the penetration of the company's Orkambi drug would fall short of expectations. Orkambi is used to treat cystic fibrosis. WHAT'S NEW: After surveying 47 U.S. cystic fibrosis doctors, Stifel analyst Adam Walsh predicted that Orkambi's share of the U.S. market would reach 70% in a year, down from his initial projection of 90%. The analyst now predicts that peak Orkambi sales will come in at $3.3B, down from his previous projection of $5B. Moreover, Walsh lowered his outlook for the drug's EU gross price, citing pricing for the drug in Germany and the U.K. The analyst cut his price target on Vertex to $108 from $140, but he kept a Buy rating on the shares, citing what he sees as the company's "high growth potential, advancing pipeline and attractive valuation." WHAT'S NOTABLE: On March 23, the U.K.'s National Institute for Health and Care Excellence, or NICE, issued draft guidance which did not recommend Orkambi. NICE said that the drug was much more expensive than existing treatments and only produced slightly better results. However, in a note to investors that day, Piper Jaffray analyst Edward Tenthoff wrote that NICE's decision will not impact Vertex's revenue in 2016, adding that he expects talks between Vertex and NICE on the issue to continue. PRICE ACTION: In morning trading, Vertex fell 2.3% to $77.68. 13 May VRTX Vertex 03/23/16 PIPR 03/23/16 JEFF 02/05/16 LEER 02/05/16 PIPR TODAY'S FREE FLY STORIES WATT 12:46 Energous in talks to license wireless technology to at least six companies » Reuters is reporting that… 17 May 12:45 Breaking General news story » Cleveland Fed President… 12:45 Breaking General news story » Week of 4/1 Baker-Hughes… 12:40 U.S. capacity utilization rates were revised sharply lower » U.S. capacity utilization… GDX 12:39 On The Fly: ETF fund flow highlights » Flows we

  • Reply to

    The COW Effect

    by kklausbeckerman Mar 31, 2016 12:14 PM
    gladpick gladpick Apr 1, 2016 4:25 PM Flag

    Tell me about the 2000 pps.

  • Reply to

    The COW Effect

    by kklausbeckerman Mar 31, 2016 12:14 PM
    gladpick gladpick Apr 1, 2016 5:25 PM Flag

    Just don't get too drunk. hahaha

  • Reply to

    PDUFA date for oral Relistor extended to July

    by dcxavier Apr 4, 2016 7:08 AM
    gladpick gladpick Apr 4, 2016 10:26 AM Flag

    "I expect NKTR to shoot up to 200 overnight."

    I prefer your $2,000!

  • Reply to

    Orkambi should have never been approved

    by huzykalex Apr 6, 2016 7:20 PM
    gladpick gladpick Apr 8, 2016 9:31 AM Flag

    "Best and much cheaper is a double lung transplant."

    Yes, like there are lots of lungs are waiting in line to be transplanted!!! Get real pal.

VRTX
93.37+2.99(+3.31%)1:58 PMEDT