Sun, Jul 13, 2014, 10:52 PM EDT - U.S. Markets closed

Recent

% | $
Quotes you view appear here for quick access.

Vertex Pharmaceuticals Incorporated Message Board

rojospan 9 posts  |  Last Activity: 1 hour 17 minutes ago Member since: Oct 12, 2010
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • VX 970 is VRTX new first in class oncology compound already in clinical trial in Europe since 09/2013 and now started phase 1 in North America. This drug enhances the effect of already existing chemotherapy drugs like Gemcitabine, Cisplatin and Etoposide and thus is added to already approved chemotherapy regimen. If proven safe and effective, could be a good asset in coming years as it will cover major cancer indications. My understanding is that this is NOT an immune modulator agent and is given as an IV Infusion.

  • VRTX is the first name on his list.
    VRTX is under valued at present. CF is an exclusive disease treatment opportunity.

  • PTCT is conducting phase III trial of their Ataluren drug for non sense mutation in CF. Sub set analysis shows that patient without inhaled aminoglycoside did better in their previous phase III trial and now they are conducting a new phase III with exclusion of inhaled aminoglycoside patients. Their numbers are weak, no matter how you see the previous trial and relative FEV-1 is only 5% at best.
    I think VRTX need to be proactive and should ring PTCT door bell and offer to combine these drugs for non sense mution and see if they have better luck. I will say combine both drugs even for muscle dystrophy patient s and you never know if they will do better.

  • PCD or immotile cilia syndrome is another genetic disease and lung manifestations are exactly like CF. In fact my major worry about VX 809 and VX 770 trial was that a significant CF patients has PCD as well. Trial turn out to be okay and I think VRTX should take a shot at this indication with VX 770 and VX 809 and if by good luck we show benefit, you are looking to add another 25000 plus patients in USA only. PCD has a foundation and it is an orphan disease and fits with Dr. Jeff Leiden criterion. I wish my post can be forwarded to VRTX chief scientist.

  • rojospan rojospan Jul 4, 2014 1:37 PM Flag

    It will be nice to have input from VRTX leadership regarding AIDS and VX 765 potential. They should give us pipe line update especially about VX 509. I have not heard about MRI and synovial joint biopsy trial results nor I have seen any publications? Look at SLXP, how they have grown from a 1 B company to a 9 billion company. I have posted couple of years ago that I wish VRTX acquires SLXP and sells Incivek through their gastroenterology sales team. Just having revenues from CF is repeating mistake of the past i.e Hep C.

  • Reply to

    History depends on the circumstances

    by qdelfan Jun 29, 2014 6:54 PM
    rojospan rojospan Jun 29, 2014 10:27 PM Flag

    I have been told by a pharma guru that when drug companies has real lead, they don't disclose it until they are sure about their progress to be well advance in the race. I am darn sure VRTX has cure for HIV and Greene work is credible otherwise would not have published in two esteemed peer review journals. I wish VRTX does something with VX 509. I am not worried about a death in phase II trial. RA patients are elderly and they have multiple medical issues and deaths are part of life. Drug can bring sustained revenue to VRTX in 2-3 years. I don't think VRTX is interested in anti-LINGO target for MS. I am looking forward to see 3 drug data for CF in coming years. Also would love to see a cancer drug ( hopefully T cell immunotherapy) in VRTX portfolio. Aurora kinase failed because of QT prolongation issues was a set back, just like Hep C.

  • I don't hear any thing lately.

  • Not many new investors may know Green paper in 12/2013 for VX 765 and AIDS cure. Paper was published in two separate journals i.e " Science" and "Nature" at the same time. This was unique in my experience and just tells how much these journal editors were excited about this research? If 95% of T Cells (CD4) suicide is blocked by VX 765, clearly body own army will form granuloma or will directly kill HIV virus. T cells are now use to treat cancers and this just tells me the power of Nature. VRTX got defeated by GILD in Hep C market but I think Nature has given VRTX a second chance to get the game tie and steal HIV market from them.
    Congratulations to CF patients, their families, their nurses and docs. Congratulations to all the long term investors who took the bulls by the horn. If one will hold VRTX for another 3 years, surely their shares gains will be much larger. Rich people are rich because they buy and hold de-risk stocks and this is why 24 million shares were bought even at 40% premium only to make 1000% gain over the coming years.

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

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.