Biotech Values

[oc631]

IMO, it means Vertex's PI is unlikely to be a part of any initial all-oral combo's which to me is at least negative for Vertex and thus puts VRUS as a leading candidate to have one (or more) components of any initial all oral combo's.

I agree this is a rebirth of VRTX's HCV program but this is not how VRTX is spinning it.

Each compound has its own unique mechanism of action, which supports the potential for developing these compounds together as a dual nucleotide regimen and as part of combination therapy regimens with Vertex’s other approved and investigational medicines for chronic hepatitis C, including INCIVEKTM (telaprevir), an FDA-approved hepatitis C protease inhibitor, and VX-222, an investigational hepatitis C non-nucleoside polymerase inhibitor.

Their existing HCV pipeline will be considered sub-par by the time these nukes get through the clinic. If they are lucky enough to get that far.