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Vertex Pharmaceuticals Incorporated Message Board

papaalien2000 18 posts  |  Last Activity: Apr 22, 2014 2:33 PM Member since: Jun 16, 2003
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  • Reply to

    Zack's rates VRTX a strong buy

    by qdelfan Apr 22, 2014 9:17 AM
    papaalien2000 papaalien2000 Apr 22, 2014 2:33 PM Flag

    "relatively unloved stock" - this is a constantly recurring motif in discussions on Vertex, is this a consequence of Emmens (former CEO of Vertex) critique on Morgan Stanley analyst some time ago?

  • Reply to

    My Take

    by gladpick Apr 17, 2014 2:56 PM
    papaalien2000 papaalien2000 Apr 18, 2014 6:33 AM Flag

    I agree on your down side estimates, but the highly probable positive trial results will bring the sp well above $100

  • Reply to

    Where is the bottom?

    by johnf50 Apr 13, 2014 3:52 PM
    papaalien2000 papaalien2000 Apr 16, 2014 5:52 AM Flag

    any metric or market model is based on assumptions, correlations obtained from historical data do not necessarily indicate causality, hence i am reluctant to base my investment decisions on these tools. I rather follow my own scientific reasoning and comment sense, sometimes it works great, sometimes I am totally wrong - that's life.

  • Reply to

    Where is the bottom?

    by johnf50 Apr 13, 2014 3:52 PM
    papaalien2000 papaalien2000 Apr 15, 2014 12:35 PM Flag

    two weeks ago I guessed the bottom to be around $70, (so I avereged up quite a bit), now I hope that $60 might be the bottom, but that's pure speculation (hope?), still don't think that the decline in sp is due to VRTX related reasons, the street just doesn't like biotech right now, the moment VRTX releases positive data on CF trials we will see a dramatic rise in VRTX sp
    (at least I do hope so ;-))

  • papaalien2000 by papaalien2000 Apr 10, 2014 3:14 AM Flag

    the British Medical Journal has a very negative assessment on Tamiflu:

    "Important benefits have been overestimated and harms under-reported. In particular, the review found no compelling evidence to support claims that oseltamivir reduces the risk of complications of influenza, such as pneumonia and hospital admission, claims that were used to justify international stockpiling of the drug."

    will this increase chances for VX-787?

  • Reply to

    VX-765 and HIV

    by gladpick Apr 7, 2014 12:11 PM
    papaalien2000 papaalien2000 Apr 9, 2014 10:09 AM Flag

    wodner why there has not been a pr yet on Ivacaftor expanded label approval for use in non-551 CF patients. PDUFA decision was scheduled for March 27 for use in non 551 gating mutations patients

  • Reply to

    VX-765 and HIV

    by gladpick Apr 7, 2014 12:11 PM
    papaalien2000 papaalien2000 Apr 8, 2014 9:29 AM Flag

    VX-765 has an interesting history. Originally had been developed as a fast follow-on for VX-740 (pralnacasan) in RA. But no corporate partner was found, so VX-765 was shelved. Then in 2009 Italian scientist at the university of Verona identified efficacy in preclinical models in epilepsy. In collaboration with the Italians Vertex performed clinical studies in epilepsy. As it look likes results were not good enough to warrant registration trials, so once again VX-765 was shelved. Now that Warner Greene's group has identified activity of VX-765 in HIV it will be interesting to see whether Vertex will conduct clinical trials with VX-765 in HIV, which, if positive, might result in a market potential that might dwarf the CF franchise.

  • Reply to

    A Bullish Case

    by thirdmeinvestor Mar 26, 2014 10:48 PM
    papaalien2000 papaalien2000 Mar 27, 2014 11:03 AM Flag

    third, you made my day! ;-)

  • Reply to

    Feuerstein and Schoenebaum

    by papaalien2000 Mar 25, 2014 9:33 AM
    papaalien2000 papaalien2000 Mar 26, 2014 6:07 AM Flag

    i agree with third and qd that the Vertex CF franchise is more than just "hope". So the present low 70s may well be the last chance to get into VRTX before it enters into substantially higher territories.

    But if you can't stay the heat, better stay out of the kitchen.

    Sentiment: Strong Buy

  • papaalien2000 by papaalien2000 Mar 25, 2014 9:33 AM Flag

    Adam Feuerstein ‏@adamfeuerstein
    . @MarkSchoenebaum Are you surprised by the level of $VRTX hate?

    Mark Schoenebaum ‏@MarkSchoenebaum
    @adamfeuerstein I am not sure it's really hate. It's just viewrd as a very binary event. Vast majority of investors simply avoid those.

  • papaalien2000 by papaalien2000 Mar 23, 2014 11:37 AM Flag

    according to the Drug Analyst Consensus Database VRTX will have theses sales:

    Drug Name Indication 2012 2013 2014 2015 2016 2017 2018 2019
    Incivo ......HCV .............1,162 466 ......Subsc 15 .........13............9 ............12..... .-
    Kalydeco CF ..............172 ........371 ......Subsc 1,066 1,868 2,624 3,151 3,749
    Kalydeco & VX-809 CF - - ..............Subsc 390 .........975 1,558 2,253 3,276

    so the CF franchise will amount to about 7 bn annually within a few years,

    now just guess the adequate share price ;-) Less

  • papaalien2000 by papaalien2000 Mar 17, 2014 5:01 AM Flag

    the DrugAnalyst Consensus Database has interestimg forecasts of VRTX revenues, detailing each product separately
    can't post the link, so just google Drug Analyst Consensus Database

  • this book really is worth reading for all that are interested in insights on Vertex! fascinating facts on the discovery of cf compounds and lots more.

  • Reply to

    Someone was in need for VX 787 during the last CC

    by rojospan Jan 31, 2014 8:35 AM
    papaalien2000 papaalien2000 Jan 31, 2014 9:07 AM Flag

    Ian F. Smith - Chief Financial Officer and Executive Vice President
    And Robyn, on types of transactions or collaborations that we're looking for, clearly, our focus right now is on what the VX-509 and VX 787, 787 being the molecule for, potentially, to help with flu. So we'll continue to have discussions. In particular, we've just recently received the 24-week data for VX-509, that allows us to continue those discussions. And as those progress through this year, we'll advise you appropriately.

  • papaalien2000 by papaalien2000 Jan 14, 2014 12:29 PM Flag

    Adam Feuerstein@adamfeuerstein$VRTX no swagger, no cockiness from these guys. The magnitude of the importance of Traffic/Transport weighs heavy. #JPM14

  • papaalien2000 by papaalien2000 Dec 31, 2013 12:03 PM Flag

    and good luck to all of you with your investments!
    2014 will be an exciting year for all us VRTX longs.

  • papaalien2000 by papaalien2000 Nov 17, 2013 7:34 AM Flag

    It should be noted that while several rounds of analogue synthesis and testing were required to go from the hit VRT-532 to drug VX-770, compounds were strictly assessed for an effect on ion transport in mutant CFTR- expressing cells, rather than CFTR binding or other assays of isolated CFTR protein. While ivacaftor is unable to restore normal CFTR function to cells with the ΔF508 mutant CFTR, due to its dual defects in trafficking and gat- ing, it restores normal CFTR function in cells with G551D, as this mutation only affects gating.107 For this reason, iva- caftor was moved into clinical trials for the treatment of patients with cystic fibrosis with the G551D mutation and found to improve not only sweat chloride measurements, reflecting the improvement in CFTR function, but also lung function and nutritional status, both important clinical parameters, leading to its approval for the treatment of patients 6 years and older with this mutation in January 2012.103
    This would represent a triumph for target-based drug discovery had ivacaftor been developed with the CFTR as a target, based on structural studies of the CFTR protein— developing a precise molecular mechanism of action to repair the defects in the mutant channel. Instead, ivacaftor represents the development of a genotype-specific person- alized therapeutic using phenotypic drug discovery meth- ods and, as such, provides a counterexample to the widely held assertion that personalized medicine is only possible using the target-based drug discovery approach. Indeed, the exact mechanism by which ivacaftor exerts its beneficial effects on CFTR gating is still unclear, and although recent work suggests direct action on CFTR itself,108 this was not by design. Phenotypic drug discovery can yield targeted, personalized therapeutics.

  • papaalien2000 by papaalien2000 Nov 17, 2013 7:33 AM Flag

    copied from "Clinical Relevance of Target Identity and Biology: Implications for Drug Discovery and Development" J Biomol Screen 2013 18: 1164
    Recent advances in the treatment of cystic fibrosis provide an example of how personalized medicine can occur with- out knowing the precise target of a novel therapeutic and can be applied with limited provider understanding of the biology at work. Cystic fibrosis is a fatal genetic disease caused by mutations in the cystic fibrosis transmembrane conductance regulator (CFTR) gene, which encodes a mul- tifunctional protein whose primary role is as an adenosine triphosphate (ATP)–gated chloride channel essential for normal salt and fluid transport in multiple organs, including the lung.102 The discovery of the CFTR gene in 1989 prompted the development of therapeutic approaches to restore normal CFTR function, either through replacement of CFTR through gene therapy or by improving the function of the mutant CFTR.103 The latter is complicated by the fact that different mutations predictably affect the CFTR protein and its function in different ways.102,104,105 While the most common CFTR mutation, ΔF508, results in both impaired trafficking to the cell surface and problems with channel gating, other less common mutations, such as G551D, affect only channel gating.104–106
    Using cells expressing mutant CFTR genes, Van Goor and colleagues106 at Vertex Pharmaceuticals screened 228,000 compounds for compounds that would enhance CFTR function using a cell-based fluorescence membrane potential assay. Specifically, they screened for two types of compounds: CFTR correctors, which improve ΔF508 CFTR trafficking, and CFTR potentiators, which improve ΔF508 CFTR gating at the cell surface. From the CFTR potentiator screen, hit selection and lead optimization yielded ivacaftor (VX-770).

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