News and Comments


  Thursday, July 05, 2012

This article is not about Vertex (VRTX)but we could not refrain from expressing our anger about the high-tech slaughter of VRTX on Thursday June 28, 2012. What happens in such situations benefits only those who bet against excellent biotech stocks, who know, in fact, that if the prices continue to rally, they can still do whatever it takes to bring them down at the appropriate moment in time. Vertex’s statement was straightforward, pointing to the successful outcome of its small mid-stage clinical trial cocktail of drugs in improving cystic fibrosis (CF) patients’ lung function after eight weeks of treatment. Patients were treated with increasing doses of VX-809 for four weeks, and continued to take the drug for four more weeks together with either Kalydeco or a placebo. The candidates who were on both drugs had better lung function and less debilitating CF complications. We ask analysts who claimed that investors were skeptical about the cocktail’s efficacy: Do you have better, or even equal, outcomes from any investigational or marketed CF drugs that compare to the results of Vertex’ drug combination?  More...

Recent Postings



Sangamo (SGMO) VANDA (VNDA) NOVOCURE (NVCR) Telaprevir Gilead (GILD) Dendreon (DNDN) Herceptin Sarepta (SRPT) Endometrial Cancer ARCA (ABIO) Anacor (ANAC) MODERNA Spike Therapeutics (ONCE) Bristol-Myers Squibb (BMY) Prolor Biotech (PBTH) KITE (KITE) Ridaforolimus Global Cell Therapeutics (GBT) Ziofpharm (ZIOP) Illumina (ILMN) Multiple Myeloma Tysabri Roche (RHHBY) SYNTA (SNTA) HALOZYME (HALO) Agenus (AGEN Abbott Laboratories (ABT) Sequenom (SQNM) Velcade (bortezomib) Genentech C4 Therapeutics Intrexon (XON) Exelixis (EXEL) Regeneron (REGN) Vertex (VRTX) SERES THERAPEUTICS (MCRB) Vitae Pharmaceuticals (VTAE) Mirati Therapeutics (MRTX) Agenus (AGEN) ImmunoGen (IMGN) AERIE PHARMACEUTICALS SUNESIS PHARMACEUTICALS (SNSS) Rapamune INNOVIVA (INVA) Inovio (INO) Human Longevity (HLI) Sanofi-Aventis (SAN) NANTKWEST (NK) Revlimid (lenolidamide) Micromet (MITI) Zerenex Idenix (IDIX) Theravance Bio Pharma (TBPH) RenenxBio (RGNX) ADVENTRIX (ANX) Sanofi (SNY) BIOMARIN (BMRN) Amgen (AMGN) GlaxoSmithKline (GSK) Galena (GALE) Alder Biopharmaceuticals (ALDR) Roche (ROCHE) Trastuzumab-DM1 Ariad (ARIA) Array Pharmaceuticals (ARRY) Biogen Idec (BIIB) CompuGen (CGEN) Theravance (THRX) Valeant Pharmaceuticals International (VRX) Elan (ELN) Anadys (ANDS) Cytokinetics (CYTK) Merck (MRK) Ionis (IONS) ACADIA (ACAD) AGOS (ARGS) Human Genome Sciences (HGSI) IDERA (IDRA) PTC Therapeutics (PTCT) Intermune (ITMN) TOKAI (TKAOI) JUNO (JUNO) Sanofi (SNA) Prosensa (RNA) OSI (OSIP) Auspex (ASPX) ARGOS (ARGS) Editas (EDIT) NEKTAR (NKTR)) ABBVIE (ABBV) Intercept (ICPT) Pluristem (PSTI) Dynavax (DVAX) ZALTRAP™ Jazz Pharmaceuticals (JAZZ) KERYX (KERX) REGULUS (RGLS) Onyx (ONXX) Incyte (INCY) GUARDIAN HEALTH Benlysta (belimumab) Biocryst (BCRX) galapagos (GLPG) Aimmune Therapeutics (AIMT) ISIS (ISIS) AstraZeneca (AZN) Alnylam (ALNY) Seattle Genetics (SGEN) Xoma (XOMA)