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Vertex Pharmaceuticals Incorporated Message Board

redsoxwin20042004 5 posts  |  Last Activity: Jun 19, 2014 8:45 AM Member since: Mar 31, 2004
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  • Reply to

    oversold

    by helpallaretaken Jun 16, 2014 3:22 PM
    redsoxwin20042004 redsoxwin20042004 Jun 16, 2014 5:01 PM Flag

    Oversold...yep, but unless good new comes out soon, it will get worse, here's a few reasons why;
    1) Investors are anxious. Everyone knows Vertex is near their announcement date. People will make/lose LOTS of dough no matter the outcome...(shorts made money today because of irresponsible and negative based reporting - spin is everything, right?)

    2) K+ 809 is [foolishly] being compared to Kalydeco in 551 patients. DD5008 patients ARE NOT 551 patients! Each CF patient must be treated individually. (To compare 551 patients to DD508 is blatant discrimination)

    3) Expectations for people from outside the CF world are misunderstood & should be ruled non-factors. Yet thanks to bloggers without any scientific merit, these people receive attention for their misleading reports.

    4) Misunderstood advantages: As a CF-Father, that's me, one who works deeply in the biopharmaceutical industry (a new fact for those who have read my occasional posts), & I speak for thousands...we would walk 2,000 miles or more on broken glass to keep any person with CF out of the hospital, off antibiotics, steroids, mucus thinners, AND SO MUCH MORE. How hard is this to understand? Do people including investors know how much it costs to put a CF patient in the hospital 2-5 times per year? How about a lung transplant? Nah, investors don't care...I get it.

    5) Negative non DD-508 patients and caregivers exist. Some don't grasp that a K+809 approval makes it easier for the FDA to move 661 quickly through the FDA process b/c clinical biomarkers will be set! Yep...it's true!

    Last word, unless there's a tox issue; (even with as little as 0% FEV1 improvement...yes 0%) K+809 MUST be approved - especially if exasperations & hospitalizations have reduced + there's been improvement in weight gain. The cost of keeping people off other meds and out of the hospital is simply much more than can be imagined.

    Sentiment: Strong Buy

  • Reply to

    A post from facebook:

    by gladpick Jun 6, 2014 11:24 AM
    redsoxwin20042004 redsoxwin20042004 Jun 6, 2014 11:45 AM Flag

    From 'your' lips to God's ears - may what you cut and pasted from Facebook be true. Bring on the data!

  • Reply to

    On 23th june

    by acello_ethiopia Jun 19, 2014 6:15 AM
    redsoxwin20042004 redsoxwin20042004 Jun 19, 2014 8:45 AM Flag

    Big meetings are happening this week Bethesda, MD (CFF HQ)...so, Monday may be correct because BIO 2014 is in San Diego starting Monday June 23rd. San Diego/La Jolla is where Kalydeco and Lumacaftor were invented. The largest biopharma conference in the world seems to be an ideal place and time to release positive news.

    Sentiment: Strong Buy

  • redsoxwin20042004 redsoxwin20042004 Jun 16, 2014 2:41 PM Flag

    nice dig on that one, V.

  • Reply to

    Adam Belives .... I beleive

    by biotraderman Jun 16, 2014 1:28 PM
    redsoxwin20042004 redsoxwin20042004 Jun 16, 2014 2:28 PM Flag

    Adam Feuerstein from TheStreet? Can't be the same guy...then again, he does seem to have an opinion that changes frequently.

    Sentiment: Strong Buy

VRTX
99.07+1.25(+1.28%)Jul 11 4:00 PMEDT

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