negative article from Seeking Alpha might have done it not exactly news but just came out http://seekingalpha.com/article/1688412-vertex-pharmaceuticals-dog-of-the-nasdaq-100-biotechs?source=email_rt_article_readmore
Talking like that is like having a fake accent. Some people think it's sexy. Remember faking British accents when you were a kid and the Beatles were "in"? Whenever someone affects a fake accent, I know they are full of it and just trying to impress someone. That's all it is.
The more people that get asked "were you a needle user" the less people will come forward and get tested and buy this drug. All you had to do was fool around 35 years ago and most infectd folks have no symptoms at all so they never know. There should be no stigma. We all do lots of things when we are young that aren't all that safe. Get over it.
Does anyone know the mechanism by which all insurance co's will have to provide prescription coverage?
In other words, what changes are coming to "catastrophic policies" ? Are the policies going to be required to provide coverage for things that they don't now, like prescriptions, tests or office visits with an corresponding rate hike or what?
Only significant because VRTX is NOT one of them.
"A lot of attention is being placed on companies worth $1 to $5 billion. Flush with cash, big drug makers won't have a hard time financing deals of this size.
And they appear willing to pay as much as 60% or 70% over the stock price for compelling companies, especially those with promising products approaching or just entering commercial markets.
"Big drug makers will pay to avoid developmental risk," says Bryan Giraudo, an investment banker with Leerink Swann. "Established companies with good products are worth a premium."
I don't usually reply to stuff like this but it's pretty obvious that if a person really had the experience and capacity to make decisions like this they would have a job earning enough money that they wouldn't be wasting their time posting stuff to this board.
"No Gen2 patient was undetectable after 15 days of dosing."
Hey third, do you know how many days it was for undetectable in Genotype 2?
Fine,don't be a "do gooder" but this "I got mine, screw the rest of those sorry suckers" mentality is not going to sell as much telaprevir as the public option would.
...Push for the public option.
"“We see people who have had liver disease for more than 20 years and only enter the health care system when they're sick enough to be hospitalized,” said Rachel Friedman, a second-year resident who helped organize the rally."
"At the AASLD conference:
Can telaprevir in fact be dosed BID (twice a day) as opposed to the current TID (three times a day) regimen? This is the $65,000 question at AASLD for Vertex Pharmaceuticals (VRTX). The answer to this will depend purely on response rates, the SVR. The data that we have seen to-date supports the drug's use in a BID regimen, but physicians will not be willing to accept easier scheduling over efficacy. We believe SVR [sustained viral response] rates will have to be at least in the mid-50% range. Negative data on this front could hurt Vertex shares as the HCV development space is growing rapidly with many new clinical stage entrants demonstrating potency and safety with a QD and BID scheduling.
We expect to get additional data from the InterMune/Pharmasset (ITMN/VRUS) Inform-1 trial at the conference. Data should specifically be coming from three patients groups, naïve, experienced, null-responders who are dosed BID with ITMN-191 and R7128. This trial is of heavy focus by investors as it is the first clinical study to administer two direct antivirals for the treatment of HCV without using standard of care, peg-IFN and ribavirin."