Replies to post #164692 on Biotech Values

[DewDiligence]

…Vertex wants to change the goalposts with any new HCV product. I'm pretty sure we'll hear that treatment duration of 6 to 8 weeks being the goal they're looking for. I believe they'll need that edge to get back into the game.

If you’re right, VRTX will have to make an expensive acquisition or in-license some very good drugs from somebody. A 6-8-week treatment duration is not gonna happen with a VX-135-based regimen, and VRTX does not have any backup compounds in HCV.

[genisi]

Right now what they have is low dose VX-135 in combination with BMS' daclatasvir and this could perhaps compete with GILD's combo in 12 weeks treatment but very unlikely a shorter one.

[jq1234]

I don't think they are trying to get back into HCV game. They just hope VX135 would be able to combine with someone else's drugs, then out license it. If VRTX were to continue to develop HCV in house, I would have no interest in them. They are too far behind, it will be too costly/competitive at this point.