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Shengli

01/06/11 6:48 PM

#112075 RE: flatlander_60048 #112073

If you ask me between biotech journalists and Wall Street biotech analysts you read the most idiotic statements

The news from Merck is a bit of a surprise since the company hadn't previously announced or confirmed that boceprevir had been filed with U.S. regulators.

If he did his homework he would know that the big guys like MRK never announce this kind of filing news

It's also a tad embarrassing for Vertex, which is still waiting to hear back from FDA about the acceptance of the approval filing for telaprevir, its competing hepatitis C drug.



2 weeks is meaningless in drug approval . Heck it could be 2 months before a single HMO approves one drug in tier 2 position

Merck's boceprevir, therefore, has a chance to grab bragging rights as the first, next-generation hepatitis C drug approved by FDA.]

Mrk does not care about bragging rights they care about profits

If both drugs are approved, boceprevir could be on the market by the second week of May, or approximately two to three weeks before Vertex has a chance to do the same with telaprevir.

He is paid for this.



But given Vertex's reputation for supreme confidence (some would say cockiness), the fact that slothy Big Pharma giant Merck has taken the early lead in the hepatitis C drug race is a surprising comeuppance.


Well at least halfway through the article he got something right


We believe this gap in timing could benefit Vertex as it will gain visibility on Merck's pricing of Boceprevir before announcing its own," said JMP Securities analyst Liisa Bayko in a note to clients Thursday morning

Dumb meets dumber . The real prcing war will be done in private with the Humanas of the world and they will play one against the other . Efficacy will come in second here price will win the day.

Where do they find these people