• Tues news: Prostate cancer trials to watch. Merck’s subcutaneous Keytruda. Apellis sees positive in Astellas CRL. Future of Medicare price negotiations. JNJ psoriasis results. See more on our front page

Is HCV every going to launch

Anonymous

Guest
What happened to our HCV launch? At one time we seemed to be neck and neck with Gilead. Now they are in the market with close to a billion dollar a quarter in sales and nobody knows anything of our launch. Jokes aside, does anyone have idea on what is going on??

They are already at about half of Humira's sales and it is only their first year. Our management seems to be asleep at the wheel.
 




Its all about what phase of "launch" you are talking about. The "market" was always talking about the first "all oral" launch and you guys at Abbvie are right behind Gilead by about 3-4 months. We at Merck are the ones "really" right behind Gilead with the only real competition they will see until Abbvie brings their single pill out in 2-3 years. Been in this market my whole career - its a little complicated.
 




Its all about what phase of "launch" you are talking about. The "market" was always talking about the first "all oral" launch and you guys at Abbvie are right behind Gilead by about 3-4 months. We at Merck are the ones "really" right behind Gilead with the only real competition they will see until Abbvie brings their single pill out in 2-3 years. Been in this market my whole career - its a little complicated.

The Landscape in 3 years:

Gilead: Single pill
Idenix: Single pill
Merck: Single pill
Novartis: Single pill (they have rights to Idenix's Nucs)
Abbvie: Single pill

(JNJ is gone unless they can partner / In my humble opinion, the first company that partners with Idenix and has a Nuc+PI+NS5 for 4 weeks will have a significant marketing advantage. Look at recent Synergy trial conducted by NIH and Gilead which brought treatment time down to 6 weeks.)
 




The Landscape in 3 years:

Gilead: Single pill
Idenix: Single pill
Merck: Single pill
Novartis: Single pill (they have rights to Idenix's Nucs)
Abbvie: Single pill

(JNJ is gone unless they can partner / In my humble opinion, the first company that partners with Idenix and has a Nuc+PI+NS5 for 4 weeks will have a significant marketing advantage. Look at recent Synergy trial conducted by NIH and Gilead which brought treatment time down to 6 weeks.)

Novartis: Single pill (they have rights to Idenix's Nucs) THEY have NON-Exclusive rights.
 
























While using ritonavir, patients with underlying hepatitis B or C may be at increased risk for developing further transaminase elevations or hepatic decompensation. [have fun with those darn black-box warnings!]

Elevated hepatic enzymes, hepatitis, and jaundice have been reported during clinical trials of ritonavir. There have been post-marketing reports of hepatic dysfunction, including some fatalities, which have generally occurred in patients with advanced AIDS taking multiple concomitant medications. Elevations in SGOT/AST (range: 5.3—9.5% ritonavir teated adults vs. 2.5—7% control adults) and SGPT/ALT (range: 5.3—9.2% vs. 3.4—4.4%) were reported in clinical trials. Hepatitis (8.7%) and increased serum bilirubin (hyperbilirubinemia), including jaundice, (1.4%), were reported in patients receiving ritonavir during clinical trials.

Other AEs:

diarrhea (67.9%), nausea (57.4%) abdominal pain (26.4%), dysgeusia (16.2%), dyspepsia (11.5%), flatulence (8.1%), fatigue (46.2%), paresthesias (including oral paresthesia, 50.7%), peripheral neuropathy (10.1%), Flushing (13.2%)
 




The Landscape in 3 years:

Gilead: Single pill
Idenix: Single pill
Merck: Single pill
Novartis: Single pill (they have rights to Idenix's Nucs)
Abbvie: Single pill

(JNJ is gone unless they can partner / In my humble opinion, the first company that partners with Idenix and has a Nuc+PI+NS5 for 4 weeks will have a significant marketing advantage. Look at recent Synergy trial conducted by NIH and Gilead which brought treatment time down to 6 weeks.)

In a research note Friday, RBC Capital Markets analyst Michael Yee agreed that AbbVie executives sounded very bullish about their competitive potential.



DUDE- You guys are going to have a rough go at it for a while!!
My Suggestion: Get a Nuc from Idenix and start a 4 wk trial. (llok up the synergy trial from CROI)

"They consistently comment and allude 1) their drugs are competitive and 'stand up nicely in the market' and the profile is strong (and convenience is lower on the totem pole of what patients need), 2) they think it's a long and large market and, 3) never suggest pricing is key lever for share," he wrote. "This further supports the GILD long-term view that the HCV market can be a $8-12 billlion-plus global market and GILD can earn 50-60% share at least, which means GILD stock is reasonably cheap."

Gilead's investors didn't seem entirely assuaged, as Gilead stock was flat in late-morning trading.


Read More At Investor's Business Daily: http://news.investors.com/technolog...k-up-after-q1-earnings-beat.htm#ixzz2zwVQIlrg
Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook