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Vertex Pharmaceuticals Incorporated Message Board

tenyearinvestment 1 post  |  Last Activity: Jun 30, 2014 6:13 AM Member since: Dec 7, 2010
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    by papaalien2000 Jun 29, 2014 6:19 AM
    tenyearinvestment tenyearinvestment Jun 30, 2014 6:13 AM Flag

    An underappreciated asset is the nature of the CF market and Vertex's relationship in it.

    There are somewhere in the vicinity of (only) 70,000 CF patients worldwide and (probably) less than 10,000 treating physicians. While these may sound like large numbers, compared to other diagnoses they are relatively small. This "smallness" allows for great relative depth in the relationship between Vertex and individual patients and doctors -- depth of information about each other and depth of two way communication. Whatever clinical trials (beginning with Phase 1 but certainly expanding with Phases 2 and 3) that competitors undertake should be very "visible" to Vertex. The only real question is the degree to which the company is aware of this "asset" and systematically exploits it to expand their knowledge base. Furthermore, we should not disregard the limitations competitors face in recruiting patients for their trials given the "smallness" and Vertex's position as the "clinical trial leader of choice."


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