Bocep market share goal?







They'll talk 50:50 against telaprevir but if boceprevir hits 35% declare a victory. Market share is one thing. But the other half of the equation is to go get fence-sitters. As a novel therapy that is a true cure, the rising tide will float all boats, the metric that matters most will be total sales.
 










































HO insider here.....rumblings of co-promote with Procrit sales force, could be generous bonus multiplier....

Let's just get the frickin' drug approved...hearing a lot of chatter of delays because of epo use. Why the hell would we co-promote???? Why not just hold a banner up and show everyone we need epo and it's just as expensive. Ridiculous if this is HO insider...wait....not really...totally makes sense consider the brain power there.
 












Very funny you ___ Vertex rep....co-promote with Procrit...Good one...

Although, have to say the anemia rate is a monster...It is going to be tough to explain that one. Even if you say Epo use was high because it was provided free as part of the study design....clinicians reached for it 40+ percent of the time...and kept patients on it for 130+ days !!! and...by a bunch of clinicians who "know how to manage anemia" !!!

TVR is not without anemia...30+ percent....Does short course triple provide comfort level ???
I guess the question that needs to be answered w/BOC...When did the bolus of patients experience anemia (probably by 8 weeks), can it be alleviated with RBV reduction, and does long-course triple with BOC create big problem ???
 






Very funny you ___ Vertex rep....co-promote with Procrit...Good one...

Although, have to say the anemia rate is a monster...It is going to be tough to explain that one. Even if you say Epo use was high because it was provided free as part of the study design....clinicians reached for it 40+ percent of the time...and kept patients on it for 130+ days !!! and...by a bunch of clinicians who "know how to manage anemia" !!!

TVR is not without anemia...30+ percent....Does short course triple provide comfort level ???
I guess the question that needs to be answered w/BOC...When did the bolus of patients experience anemia (probably by 8 weeks), can it be alleviated with RBV reduction, and does long-course triple with BOC create big problem ???

sounds like logical Schpin....only problem is TPV achieved better SVR w/o use of EPO in trials...we sunk and better hope the Procrit co-promote rumors are true...
 












Rash? most TL are saying its not a biggie. It's not being negative it's being real. Once again second in class. And what are we supposed to do about PenIntron...no one wants it or wants to use it...
 






No you're not negative. You're totally negating a side effect that 66% of patients experienced. Something that no gastro has ever treated and emphasizing anemia. A side effect that most peg/rbv patients experience and gastros are comfortable with.

BTW you completely ignored the drug interaction portion of my post. HMMM
 






Both will get approved. 2/3 to Vertex; 1/3 to Merck. Lots of ways for both to stumble. Merck will address its longer treatment rap with additional data and its epo rap with data showing that anemia is related to more aggressive cure rates. Rash is now just about a non issue. Selling for both will go full speed in June. Both companies have approx 3 years without others clouding the competetive landscape. Any therapy that eliminates Peg/riba will have the upper hand on those that do not.
 


















At the end of the day, the biggest factor might be how hard this product get pushed. Merck is working hard to configure the Peg Interferon therapy for the shortest period, which is what Telaprevir was structured around from early on. This will also reduce the amount of patients that indicate for EPO. How much EPO might be needed and perceived duration of PegIntron will set the sales environment
 






At the end of the day, the biggest factor might be how hard this product get pushed. Merck is working hard to configure the Peg Interferon therapy for the shortest period, which is what Telaprevir was structured around from early on. This will also reduce the amount of patients that indicate for EPO. How much EPO might be needed and perceived duration of PegIntron will set the sales environment

EXACTLY. All the need for that Procrit co-promote. And if this is linked in any way to the PegIntron sales environment we sunk before sailing