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Biotech / Medical : Vertex Pharmaceuticals (VRTX) -- Ignore unavailable to you. Want to Upgrade?

To: IRWIN JAMES FRANKEL who wrote (481)	2/22/2001 2:55:17 PM
From: rkrw	Read Replies (2) \| Respond to of 1169

<<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.>>> 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. BiWeekly inj instead of daily inj should make further inroads into the market. Also wide open possibilities to create triple therapies. All imho. Also, I'm sure roche would like nothing more than to find an improved ribavirin to put into their pegylated alpha ifn to compete with the SGP combo.