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Vertex Pharmaceuticals Incorporated Message Board

rojospan 14 posts  |  Last Activity: 11 hours ago Member since: Oct 12, 2010
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  • Drug to drug interaction studies finished with Tamiflu and VX 787 in just 90 days.

  • Reply to

    Price and co-formulation question

    by rojospan Oct 9, 2014 7:29 PM
    rojospan rojospan Oct 9, 2014 8:35 PM Flag

    Remember Avastin and Leucentis scenerio where anti-VGF therapy was expansive for wet macular degeneration indication and same drug was not as expansive for solid tumors. All eye docs and insurance companies were prescribing Avastin.
    My feeling is VRTX is going to shock the market and will sell combo close to the 300 K mark.

  • So if Lumacaftor tablet is 400 mg with Ivacaftor 250 mg co-formulated as one pill and I have to take 1 pill in the morning and 1 pill in the evening ( still not clear from the press release if it is 4 tablet) and I will be paying say 150-160 K for my 1 year therapy for F 508 homozygous del and that's great. Now I am a guy with gated mutation issue and I am taking Kalydeco 250 mg PO twice daily and I am paying or my insurance is paying 306 K/ year. Huh! not that cool, So why shouldn't I just take a co-formulated pill which has my dose of Ivacaftor and forget about lumacaftor as it is not harming me, even if it is not benefiting and I will be saving $150-160,000 on my prescription each year by taking combo pill. Cool !

  • rojospan rojospan Oct 3, 2014 7:57 PM Flag

    I am a pro-patient guy and I have zero problem if drug is sold at a significantly discount price so all CFrs and even to bronchiactasis patients due to other etiologies. Actually there is a very nice article published in July 2014 Scientific America about CFTR related acute pancreatitis and author has pointed that many infants die due to no treatment and he pointed out that CFTR modulator could bring hope to these patients. I think Kartegner syndrome has different etiology but CFTR modulators should help those patients as well. My point is that market for CFTR modulator is much bigger than one thinks.
    I think VRTX should bring price of Kalydeco down to 150 K or even less because it will be sold to another 40 K patients and doesn't justify high prices any more i.e 4000 patient pool. On the other hand Orphan drugs like ALXN Soliris costs 409,500.00/ yr. Shire Elaprase for for Hunters, BMRN Naglazyme for MPS 4, VPHRM Cinryze for C1 estrase deficiency are all costing and reimburse over 350, 000.00/ year. Next week in Atlanta will be exciting and I am planning to be there.

  • rojospan by rojospan Sep 27, 2014 10:33 PM Flag

    Forward going earning is expected to be $7.50 EPS i.e PPS $133/ share. De-risked stock. Great stock for day traders and short play for the next 10 day. I am hoping stock will shot up above $140 after Dr. Michael Boyle presentation on Oct 9 th in the NACFC.

  • rojospan rojospan Sep 26, 2014 2:27 PM Flag

    I think it is a justified and a very welcome price to get a break from CF. I don't know why Street think drug should be around 150 K? If Ivacaftor is North of 294 K, combination can't be lower than that. It will be unfair to G551 D patient to pay a higher price because they have rare mutation. If combo is less than 294 K, VRTX will have to bring Ivacaftor price down to match, which I doubt going to happen.
    Drug companies and their investors deserve rewards because when risk and losses happen, they are the losers and no one else shares the losses like insurance companies, clients or medicare? Look at Incivek and Telazar cases?

  • rojospan rojospan Sep 25, 2014 12:13 PM Flag

    General rule of thumb is if you prevent CF exacerbation, FEV-1 gain/preservation in 1 year is 5%. So if Combo prevent 40% exacerbation ( and I know this number game is tricky) in first 6 months, by logic there should be some improvement and stability in the FEV-1, while drug is targeting another front i.e CF modulation via ND-1 and other associated pathways.

  • Presentation is between 4 pm-6 pm ET. Friday 10/10/2014 will be an interesting trading day. I am hoping to see continued improvement in absolute FEV1 to greater than 5% in the follow up studies.

  • Reply to

    Huntington disease. Compound 31

    by rojospan Aug 12, 2014 11:16 PM
    rojospan rojospan Aug 13, 2014 2:00 PM Flag

    I thought I separated compound 31 and stem cell research in a separate paragraph. Stem cell research is a big plus for VRTX in my opinion.

  • HPS alpha/beta selective inhibitor has been identified and published as a drug target for Huntington disease and VRTX has "compound 31"in works that crosses the blood brain barrier and decreases Htt level in brain. Data in mouse published in Nature chemistry magazine 4/2014. J L said Huntington disease was VRTX next target after CF and VRTX was not interested in spending $$ on VX 509 in Jan 2014.

    It amazes me to see a small molecule developer like VRTX has so much future investments and moves in Stem cell therapies when all the initial stem cell companies failed to bring any product to the market.

  • rojospan rojospan Aug 3, 2014 4:52 PM Flag

    Pancreatic cancer cell line data is superior to any other drug combo I have known. Have you ever seen 106 patients in phase 1 trial? It shows their confidence on this therapy. They have been running trial under the radar since 09/2012 in England and have very positive reviews. I smile when people talk about CF franchise. and reimbursement. Do people have any idea about the history of CF and drugs that have failed CF treatment. Remember CF gene therapy flu virus vector failure?

  • Reply to

    Gladstone

    by oleacct Aug 2, 2014 5:46 PM
    rojospan rojospan Aug 2, 2014 10:28 PM Flag

    If you ask me I would say VRTX should buy out " calimmune", privately held biotech that is working on modifying stems cells of a patient to hunt down HIV virus, even in hidden places like spleen to get AIDS cured. President Obama has signed a new grand in Dec 2013 and VRTX can easily tap into it for the drug development.

  • rojospan rojospan Aug 1, 2014 6:41 PM Flag

    VX 970 is a super star. Check out pancreatic cancer and NSCL cancer data. Drug selectively kills cancer cells without touching normal cells when given with cisplatin, etoposide and gemcitabine. Results beat all drugs including Avastin. July 3, 2014 has pub med article regarding NSCL cancer.

  • rojospan rojospan Jul 28, 2014 1:42 AM Flag

    Problem with these studies has been identified. VX 770 doses used in these lab experiments are way higher than what are used in human trial. Most of the drugs work well in lab but they fail in human trial and I am glad that something fails in lab but working in real life. The investigator in one study has conflict of interest and he has work on a drug similar to VX 770 and he believes the other drug will work better in combo.
    I am extremely upbeat on VX 970. I think they are working on West nile and yellow fever virus as well. They has some research on PKC theta for autoimmune disease which selects the blockade of T cell function so that viral immunity is intact i.e JC virus issues with drugs like Tysabri and Rituxan etc.

VRTX
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