Replies to post #72940 on Biotech Values

[ghmm]

vrtx:

I had seen that. Heard most of the call. The high hurdle set by telaprevir was the reason given :-). When pushed (just a little bit) they wouldn't disclose whether the issue was efficacy related or not.

I posted the below on yahoo (VRTX) and the later part on i-village (less a spelling correction).

I would think going forward there will be less and less programs making it out of 1B much less getting to Phase 3. I wonder if development will need to get more creative (such as the INFORM-* studies). Just my opinion, I am an hcv novice :-).



VX-770 / HCV 9-Feb-09 06:20 pm
I know this board doesn't always use rational thought but for those interested.
1-VX-770 would only address a small market of the CF population
2-FEV1 result in the phase 2 study weren't much better then placebo and this is what the end point will be going forward.

On another topic. I posted this on i-village and would be interested in serious thoughts on it.
http://tinyurl.com/blfo76


I thought the stock would be down some after market with news of their second generation being discontinued, of course the reason is the high hurdle set by telaprevir :-). I wonder if the short duration now being used in 1B trials will knock out a lot of new oral HCV therapies?

It seems to me that they have been talking about collaborating with another oral anti-viral for some time now (a year+?). I am real curious in what direction they will go in (in terms of finding a partner and if now they have no choice but to get with telaprevir and all its baggage).

On the InterMune 1B data call Dan Welch made a point of saying 24 week treatment duration is not an option with all Proteases in development. Other then the rash risk and why it wouldn't be advisable with telaprevir do they not have 24 week animal tox data?

I-hub is down or I would have posted this there. It seems this board doesn't get much discussion these days (serious or otherwise). Perhaps if I attacked Vertex/telaprevir it would spur more response though probably not the type I am seeking :-).