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Replies to #76772 on Biotech Values
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ghmm

04/28/09 7:28 AM

#76776 RE: ghmm #76772

Its interesting (but not surprising) to hear Vertex's approach in HCV development verses Roche and SGP's. While I would agree shorter duration beats longer duration I think SVR easily trumps short duration. While Vertex talked of 80% the Roche rep said North of 80% (perhaps just a slight wording difference) but maybe more to it. I noticed one of the first questions on the Vertex call referred to their Japanese partner doing a 24 week monotherapy study (no interferon and I presume no riba too but not certain!) where virtually everyone got rash.

I would think if a longer duration treatment had minimal side effects and perhaps avoided/reduced injections it would be preferable to one where you get rash even if its just a fraction that discontinue because of it especially if SVR is comparable or even better.
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DewDiligence

04/28/09 8:53 AM

#76781 RE: ghmm #76772

Feuerstein writes essentially the same HCV article every time, which can be summarized by saying, “Buy VRTX, sell everything else.”
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DewDiligence

04/30/09 5:03 PM

#76968 RE: ghmm #76772

Quiz re Telaprevir’s “Fire in the Hole”

Recognizing that fire in the hole is a bona fide issue for Telaprevir-based regimens, VRTX introduced two wrinkles in the phase-3 trial designs to ameliorate this side effect. What are these two wrinkles?