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Vertex Pharmaceuticals Incorporated Message Board

gladpick 10 posts  |  Last Activity: Sep 24, 2014 1:22 PM Member since: Jan 24, 2000
  • Cant hear you!!!!

    As of August 29, 7.35 M shares were short. I can smell some bacon sizzling.

  • gladpick gladpick Sep 22, 2014 2:45 PM Flag

    " Just releasing this would shoot us back to 18?"

    I very much doubt it. Apparently most investors are not very impressed with NKTR partnerships even when the drugs are approved. I think we need to become more realistic about our expectations.

    Apparently, we were wrong when we hyped the FDA committee's endorsement of Movantik by saying pps will shoot to $20. Then when it did not do much the next day we started saying it will go higher once the FDA approves it. Well as we noe know, the FDA did approve it and obviously it went down instead of going up.

    I guess it does not now take a genius to assess what happened -- the approval was anticipated and its upside was apparently baked into its pps when it hit $14+. It is now pretty obvious that smart investors kept selling when the pps had reached its highest potential for Movantik while some of us kept thinking sky was the limit.

    I think it would be wise on our part to trim some of our expectations about these partnerships, even when there are double digit royalty agreements, until such time that NKTR develops its own drugs. If HR had not screwed up the trial designs for NKTR's own drugs we could have been a lot higher than we are now. The problem with HR is that he is not a scientists and seems to hire some losers to design and execute drug trials even though NKTR's technology is one of the best. I certainly am in NKTR for its technology but definitely not for HR or the losers he has around him.

  • Reply to

    steady

    by usingaliase Sep 12, 2014 9:45 AM
    gladpick gladpick Sep 15, 2014 8:49 AM Flag

    Cow,
    I totally agree with your assessment of HR. He and the teams he recruits to help him have made several blunders which would have caused other BOD to fire such CEO had it happened to their companies. Unfortunately most members of NKTR BOD are HR's stooges IMHO.

  • Reply to

    pipeline

    by papaalien2000 Aug 4, 2014 10:13 AM
    gladpick gladpick Aug 5, 2014 9:51 AM Flag

    "The most recent Form 10-Q mentions pipeline including oncology, MS, and flu drug VX-787 and its backup VX-353. "

    That is good. However, most people do not read the 10-Q reports. Jeff or the medical/scientific officers should mention the compounds in the pipeline and elaborate with some details during their presentation. I understand that they want to end the conference call within one hour and that may may the reason they limit their presentation mostly to CF. It seems to me they should not mind stretching the call a bit longer than one hour and cover the pipeline.

  • Reply to

    pipeline

    by papaalien2000 Aug 4, 2014 10:13 AM
    gladpick gladpick Aug 4, 2014 12:55 PM Flag

    I posted similar complaint on this board a while ago.

    Effective people are capable of being multitask. I am wondering if Jeff Leiden and his team are multitask types. All they talk about is CF, CF, CF. What about the pipeline Jeff? What happens when competition will come up with a better CF drug. We could go back to an annual loss just like when Incivek hit the dust!

  • EARNINGS LOSS OF $.26 VS ANALYSTS' ESTIMATE OF A LOSS OF $.37.

    REVENUE OF $33.9 M VS ANALYSTS' ESTIMATE OF $19.76M

  • you can find it on seekingalpha.

  • Reply to

    time to load up

    by gladpick Jul 8, 2014 2:34 PM
    gladpick gladpick Jul 9, 2014 9:14 PM Flag

    " I think a lot of people might panic if FDA delivers bad news for Relistor, and think 118/Naloxegol/Movantik is in the same boat"

    I guess you are implying that the FDA would announce its final decision on Relistor BEFORE announcing it about Naloxegol.
    Is it known the dates that FDA would release its decision on each one of the drugs the advisory committee voted on in june 10-11? Have these dates been announced by the FDA?

  • Is a joke. Rated VRTX a sell when it was trading in high 50's, low 60's. Now that it is in the upper 90's it rates it a hold. A very good rating system if you love losing money!

  • gladpick by gladpick Jul 8, 2014 2:34 PM Flag

    Sold some of my VRTX shares and bought a big chunk of more NKTR. it may go lower but it is very hard to catch all of one's investments at the bottom. Good luck to all longs.

VRTX
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