Idenix Pharmaceuticals (IDIX)

[go seek]

listened to a couple of Vertex calls

they are concerned about discontinuations also...
called rash a concern but felt same is manageable. I got the sense that the rash seen w/ 950 + ribavirin is different than the ribavirin rash. Was surprised by the duration of the rash... may have misheard, but thot said 60 days.

obviously these companies stay attuned to what the competition is doing and fine-tune their development programs / presentations to show their respective drugs in the best light.

Joshua Boger seems to be very bright... yet (at times) i got the sense he likes to hear himself talk.

i did appreciate his explanation of reduction in discontinuations (over time) given physician familiarity w/ the adverse reactions and knowing how to manage same... and his explanation on how patient expectations for drug effect can impact decisions to stay in trial.

VRTX expects to begin P3 late 2007...