Merck is your Daddy
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If Merck IS the daddy, I hope Vertex doesn't turn out like pops!- No autonomy, chip implanted so we'll be robots, rewarding mediocrity as long as we play the game, arrogant....
Mediocrity will be the best result if they continue to hire all those ex-Wyeth people in managed care.
I smell fear. Everyone on the Street agrees VRTX will earn 75-85% of this market. Beyond that, so do the key opinion leaders in this field. You can try and cheerlead your way into thinking that Merck has a competitive product but all you are doing is prolonging the inevitable; which is to say that this is a two year fight that VRTX will own and beyond that, both companies will be eaten up by BMS, GILD, and VRUS.
Thus spoke ZARATHUSTRA
Vertex seems to be doing a lot of good things. Any idea wo is heading up the Community Liaison team?
A lot of good things...except providing spell check on this board (sorry)
You guys are toast. SJS in your label will frighten even the best Hepatologists. Sorry guys, pack your bags.
Merck got hammered today by the FDA Advisory Panel. Hope the reps over there weren't counting their chickens before they hatch. It's now Vertex's time to be taken behind the wood shed. Thursday won't be pretty.
check again... standard protocol and questions. Looks like the FDA in favor of a drug launch for MERCK before yours. Then it's only time before the rash hits in June when people go on Telaprevir and you are DONE!
ummm...the ad com for boceprevir is tomorrow (4/27) so not sure how we got "hammered". The documents were posted yesterday but not opinion.
the telaprevir ad comm is Thursday, so don't talk like your review was glowing (yet)
the telaprevir ad comm is Thursday, so don't talk like your review was glowing (yet)
Uh, yes it does. Huge jump today. Your hat is waiting to be eaten.
I forgot we are working against the slimy former Roche reps. Explains your lack of morals and values. Both are good drugs- there will be a place for both and in the end it's the HCV patients that will benefit with both of these approvals. So, get off your high horse you will lose your credibility if you keep up the attitude.
Vertex's ability to develop a direct-acting antiviral combination therapy is laughable (Remember VX-222/Telaprevir?) This race will be over soon after it starts for poor vertex and vertex will be left holding a junior varsity trophy in a professional game saying "what about me?!"
Make your money now boys and girls because the days of standard of care (peg/rib) are soon to be gone and so will be telaprevir. The near future of Hep C is going to involve QD dosing of PO drugs (without current standard of care) that will take very little time to work and they won't have nearly the side effect profile of telaprevir. In the mean time, nice JV trophy Vertex...
You sound angry, short, and bald. Are you starting to realize (no pun intended) that boceprevir is a dog? Lots of money will be made at Vertex, now and in the future. If not I'll land at the place to be, just like I've always done.
Now run along, this is a board for winners.
Boceprevir IS a dog...Yes, worse than telaprevir but both of these drugs have just a small window to take the market. Doctors are already planning on a "second round of warehousing" patients because they realize that the next generation of HCV drugs will be cleaner, PO, QD, and peg/rib free. I'm not angry at all
I'm perfectly happy to watch you flounder when investors begin to shift their money away from Vertex in the near future to other companies that have the above said drugs in their pipelines. This already started at the end of February (and really late summer last year), but I doubt you are smart enough to have seen the inversely proportional changes in the stock price of competitive companies vs VRTX. Money went straight out of VRTX and into the future competition. Sure VRTX is making a nice run in the market now and will in the near future but the point is, it will be short lived. Your HCV pipeline can't match what is coming down the road. Period.Listen Junior, you have a VERY short period of time to make your money - If you don't know it yet, you soon will. Winners? Yes, Junior, I like your shiny JV trophy, now go play in traffic.
The necessity to use EPO in many boceprevir treated patients not only complicates the therapy but significantly and unnecessarily increases the cost of therapy. In most Western countries, majority of HCV is treated by community-based gastroenterologists which do not typically use EPO in their clinical practice.
One must also remember that the use of EPO to control boceprevir and/or ribavirin-induced anemia is an OFF LABEL use of EPO (the last time I looked) which further complicates both access and treatment. I suspect most community-based physicians would be reluctant to undertake this liability especially given the likely availability of telaprevir which is not plagued with this issue.
Barring a catastrophic event or major Vertex blunder, its looking more and more likely that Vertex will emerge the winner post-commercialization
One must also remember that the use of EPO to control boceprevir and/or ribavirin-induced anemia is an OFF LABEL use of EPO (the last time I looked) which further complicates both access and treatment. I suspect most community-based physicians would be reluctant to undertake this liability especially given the likely availability of telaprevir which is not plagued with this issue.
Barring a catastrophic event or major Vertex blunder, its looking more and more likely that Vertex will emerge the winner post-commercialization