Biotech Values

[ghmm]

VRTX:

If one goes by what is posted on some (other) message boards they'll get the entire pool of non-responders and untreated but diagnosed patients before any competitor reaches the market. I am not a historian but SGP had a lead over Roche and not only quickly lost market share but leadership. Given that the competitors (other then SGP) have various improvements if I were a guessing man I would think history appears likely to repeat itself should they reach market first and assuming 1 or more of the early competitors reach market as well [obviously I am a bit biased].

They did not give any additional information on 2nd generation but did say when/if they get data in patients they would release it. They also said that while Telaprevir is a great drug and hard to improve upon [paraphrasing], the next generations would improve upon it in 1 or more of efficacy or dosing (perhaps they said some other areas but notably safety/tolerability was not mentioned).

They gave a little color on the type of non-responders enrolled in the trial. I didn't catch it completely so I don't want to post inaccurate info. I believe it was in response to a question about why they think they'd achieve a better response the Boceprevir.

They seem to be pushing the line that efficacy and 24 weeks of total therapy are the two most important things. While I'ld agree on the first my guess is the FDA doesn't put the second in the top 2.