I think the problem is that we disagree on what a fact is and what an opinion is. You are presenting your opinions, not facts. Facts are verifiable, opinions are not. Your claim that HCV reps will be "Cherry picked" is an opinion, and can not be argued. What is your verifiable source of this information. Can you please give us an article, an interview, anything? the answer is NO! So vertex is going to go out of business, because of the launch of a nuke? They will leave hundreds of millions of dollars /year on the table and just walk away right? Really, again, what is your source, where is the article? Here is the direct quote from an interview? You see, you stated an opinion, not a fact!
Here is another fact, 7977 DOES NOT WORK in retreaters? Here is the source:
http://www.businessweek.com/news/20...ter-patients-relapse-on-hepatitis-c-drug.html
Here is a direct from a Gilead representative:
“These data answer an important question about the use of GS-7977 and ribavirin for the treatment of genotype 1 null responder patients, suggesting that additional direct acting antivirals may be necessary to effectively treat this patient population,” Norbert Bischofberger, Gilead’s chief scientific officer, said in a statement.
Hmmmm! Exactly what DAAs are on the market today?
Here is another verifiable fact, Vertex is also working on an all oral regime, thats a fact! You may argue about the drug, but that would be your opinion! Not FACT!
Whats is Incivek SVR rate for null responders? Hmmmm! Just based on that alone, the likelihood of Incivek disappearing from the market is about ZERO!, thats a fact!
Another fact, in HCV SVR means everything. The RVR data in naive patients (n=10) was quite limited, albeit impressive, but so was the RVR data on null responders. There is not a single once of data on SVR, in naive patients.
So, again, when making an argument, you should present facts, like I did, not opinions. If you present opinions, you should state them as such! "In my opinion..."., not as though you are stating gospel. Next, you should not get so excited about ANY drug, that has not actually launched. Based on the null treater data alone, 7977 is not nearly the drug that you thought it was going to be. IF IT LAUNCHES, it will be a nice drug, until the next best mouse trap comes along, but it definitely be used, in many cases with existing therapies, including other DAAs; remember there are only two of those on the market!
So, back to my original response to your "sky is falling scenario"". The SKY IS NOT FALLING. The fact is, even the most optimistic estimates by Gilead put the launch at the end of 2014, almost three years away. I presented you with multiple links to credible sources, so this is a VERIFIABLE FACT!
IF LAUNCHED, 7977 will not be a panacea, as we already know that it simply does not work in null responders (very low SVR, very high relapse), and that if it is to be used in these patients, pending trials, it will be used with other DAAs. This comes straight from the Chief Science Officer at Gilead, so I present the direct quote above as absolute FACT! Through my rose color glasses, I see that there are only two DAAs that can be used in such studies. Coincidentally, Incivek has 80% of the DAA market. THATS A FACT!
In the next 3-5 years, the market is expected to grow significantly, in patients, in products, and in competitors. This does not guarantee more jobs for HCV reps, but does guarantee OPPORTUNITY. THATS a FACT!
If you want to argue that 3 years of warning is "sneaking up on you" then, I can not argue against that, as it is your opinion, and all opinions are valid. I however, accept and welcome the fact that new competitors will be entering the market, including potentially from Vertex, and see that as a glass 3/4 full, and and win situation for most of us who are confident in our abilities. I challenge anyone to find three companies that dominate a market at 80%+ market share, with NO SIGNIFICANT COMPETITION FOR THE NEXT THREE YEARS, at a MINIMUM! It is a situation that rarely exists, and I challenge you to provide 3 other situation.
My post is not meant to convince you of anything, but just to provide other readers with a fact based, fully referenced, antidote to your opinion based, non referenced, pessimistic view of the future. Based on recent news alone, not even including Vertex pipeline, just on 7977. THERE IS NO RATIONAL REASON TO BELIEVE THAT VERTEX HCV IS GOING ANYWHERE, ANYTIME SOON. If you have facts based on secondary sources, please provide the links to your sources, otherwise the chicken little act is just that, an ACT!