SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Vertex Pharmaceuticals (VRTX)
VRTX 433.94-0.7%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: rkrw who wrote (482)2/22/2001 4:10:09 PM
From: IRWIN JAMES FRANKEL  Read Replies (3) of 1169
 
I said: <<I do think there is a significant market* in non-responders and non-tolerators to ribavirin and Intron A and that pegylation of the interferon alpha will not eliminate the martket* opportunity, although it will reduce the market*.>>>

rkrw replies: "I disagree with the last part of your statement. There's an enormous foot race going on now to create a superior replacement to the ribavirin part of the combination. If anything, I think the pegylated version will expand the market."

I think we agree but I just wrote inartfully. The "market*" which I referred to is HCV patients that do not respond to combo (ribavirin + Intron A). I talked about that "market*" because it is open to any new treatment that works. When Peg-Intron is combined with ribavirin it will treat effectively more people (expanding the market, as you used the word) reducing the market* (my use) opportunity for a new drug.

Admittedly, if VRTX or anyone else offers a far better drug than ribavirin it will take the sales from ICN/SGP. No company would be happier than Roche to have a replacement for ribavirin. They had to hate what SGP did to them by getting approval "bundled".

A triple combo has been the prediction that many have made. Could the Vertex drug be the 3rd drug in the Combo?

Respectfully,

ij
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News