Biotech Values

[mskatiescarletohara]

Vertex expects that additional VX-950 clinical data will be presented at medical meetings in the second half of 2006.

Would VRTX release interim data from the ongoing Phase II studies at the AASLD upcoming in Oct 06? Perhaps they are going to release further analysis on the previous on the Phase Ib studies they conducted.

It appears VRTX now has cash on hand to aggressively enroll their Phase II studies, and perhaps even move into pivotals by 2008. I wonder if the FDA is going to grant accelerated approval for treating naive patients on the basis of the two Phase II studies. This is not uncommon for HIV drugs, especially if resistance and treatment refractory patients can benefit i.e. TRMS's Fuzeon, and ABT's Kaletra.

katie....