t*******o
发帖数: 1464 | 1 Telaprevir is in a race with a similar drug called boceprevir being
developed by Merck & Co (MRK.N).
Data from two more Phase III trials of telaprevir, including results in
patients who failed with previous treatment, is expected in the third
quarter. The first boceprevir late-stage data will be released later this
year.
======================================
http://www.reuters.com/article/idCNN2520494620100525?rpc=44
A hepatitis C treatment being developed by Vertex Pharmaceuticals Inc (VRTX.
O... 阅读全帖 |
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t*******o
发帖数: 1464 | 2 昨天我已经买了，38不到的价格。今天股东大会出了消息要增发12m股普通股，这个股
现在200m股普通股。股数多了6%，不算大的稀释。
看看这个，今天的WSJ。
http://online.wsj.com/article/BT-CO-20100513-714393.html?mod=WSJ_latestheadlines
(VRTX) will report late-stage data on its hepatitis C treatment in coming weeks from the first of three key studies, and Wall Street will be watching the numbers to gauge how telaprevir will fare in a competitive market.
Many expect the study to be positive, based on extensive prior clinical data on the drug, and the stock is pricing in ... 阅读全帖 |
|
|
y*****l
发帖数: 5997 | 4 http://www.rttnews.com/CorpInfo/FDACalendar.aspx?Node=B8
Date Company Name Ticker Drug Event Outcome Details
08/20/2011 Regeneron Pharmaceuticals REGN VEGF Trap-Eye (BLA)
FDA decision on VEGF Trap-Eye for neovascular form of age-related macular
degeneration (wet AMD).
-News
08/10/2011 Gilead Sciences Inc. GILD Truvada/TMC278 (refiled NDA)
FDA decision on Truvada/TMC278 for HIV-1 infection in adults
-Drug Status
07/28/2011 Pacira Pharmac... 阅读全帖 |
|
y*****l
发帖数: 5997 | 5 Date Company Name Ticker Drug Event Outcome Details
04/30/2011 GlaxoSmithKline PLC GSK, GSK.L Lamictal-XR (sNDA) FDA
decision on Lamictal-XR for conversion to monotherapy for treatment of
partial seizures FDA approved Lamictal XR for conversion to monotherapy
for treatment of partial seizures on Apr.25
-Drug Status
-Approved in Other Countries
04/29/2011 Spectrum Pharmaceuticals Inc SPPI Fusilev (sNDA) FDA
action on Fusilev for additional use in c... 阅读全帖 |
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t*m
发帖数: 4414 | 6 FDA will review two NS3/4A protease inhibitors, Merck’s boceprevir on April
27 and Vertex’s telaprevir on April 28.
Vertex is a little more aggressive in the pre-market promotions because
Vertex is a company with one product and it is telaprevir. So it has got to
work for them.
by |
|
s******y
发帖数: 28562 | 7 FDA says Vertex hepatitis drug is highly effective
By The Associated Press
Tuesday, April 26, 2011
Federal health officials say a highly anticipated hepatitis C drug from
Vertex Pharmaceuticals successfully treats a clear majority of patients in
less time than older medicines that have been used for 20 years.
The Food and Drug Administration posted its review of Vertex's telaprevir
ahead of a meeting Thursday where outside experts will vote on the benefits
of the drug. On Wednesday the experts w... 阅读全帖 |
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t*******o
发帖数: 1464 | 8 Hepatitis C, or HCV, is a disease that leads to swelling of the liver. The
disease is asymptomaticand most people don't know that they have it until
severe liver damage is discovered. It's the leading cause of liver cancer,
cirrhosis, and the main reason that people in the US need a liver transplant
.
VRTX 是目前Hepatitis C领域走的最远最成功的=== Phase 3。去年Nov 1， Phase 3成
功时，股价 37-38。现在股价38。
A Phase 3 registration program for telaprevir is nearing completion, and
Vertex plans to submit a New Drug Application... 阅读全帖 |
|
|
y*****l
发帖数: 5997 | 10 http://www.thestreet.com/story/11016605/1/biotech-calendars-201
By Adam Feuerstein 02/22/11 - 07:36 AM ES
Stock quotes in this article:HGSI, OPTR, XNPT, SPPI, DRRX, PATH
BOSTON (TheStreet) -- I've updated the 2011 FDA drug approval calendar.
For easy reference, I've organized this regulatory calendar in chronological
order based on the drug approval decision date. I've also included
information on pending FDA advisory panels. At the end of the calendar is a
list of companies with potential regul... 阅读全帖 |
|
y*****l
发帖数: 5997 | 11 这个还要根据你的实际情况自己来决定多少套利。
我知道你帐号大，10%比我们翻倍的赚的还多，呵呵。
从我画的大盘图可以看出，这半年多5浪上涨已经走完，技术上需要调整了。上周跌3天
是A浪，然后2天B浪反弹，现在开始C浪下跌。今天牛熊拉锯，没有跌下去，主要靠就业
数据，苹果和乔布斯，还有几个指数股。
还是那句话：明天很关键，我明天大盘博彩压小，呵呵。
想做多的，可以买石油，金银，技术，也可以玩生拉，其他的暂时不要碰。
美股周三收盘上涨。就业数据显示就业市场，支撑投资人对经济复苏的信心，但盘中油
价大涨突破每桶102美元，一度拖累大盘下跌，盘中三大指数在涨跌中徘徊，终场收高。
道琼工业指数收盘上涨8.78点，收在12066.8点，涨幅0.073%。那斯达克指数上涨10.66
点，收在2748.07点，涨幅0.389%。S&P 500上涨2.11点，收在1308.44点，涨幅0.162%。
自动资料处理公司(ADP)周三公布，美国二月份私人企业就业跳增21.7万人，其中中型
企业增加10.4万人，小型企业10万人，大型企业1.3万人。
Aecom (ACM: 报价, 研究资料) 周二盘後指出，... 阅读全帖 |
|
y*****l
发帖数: 5997 | 12 这个还要根据你的实际情况自己来决定多少套利。
我知道你帐号大，10%比我们翻倍的赚的还多，呵呵。
从我画的大盘图可以看出，这半年多5浪上涨已经走完，技术上需要调整了。上周跌3天
是A浪，然后2天B浪反弹，现在开始C浪下跌。今天牛熊拉锯，没有跌下去，主要靠就业
数据，苹果和乔布斯，还有几个指数股。
还是那句话：明天很关键，我明天大盘博彩压小，呵呵。
想做多的，可以买石油，金银，技术，也可以玩生拉，其他的暂时不要碰。
美股周三收盘上涨。就业数据显示就业市场，支撑投资人对经济复苏的信心，但盘中油
价大涨突破每桶102美元，一度拖累大盘下跌，盘中三大指数在涨跌中徘徊，终场收高。
道琼工业指数收盘上涨8.78点，收在12066.8点，涨幅0.073%。那斯达克指数上涨10.66
点，收在2748.07点，涨幅0.389%。S&P 500上涨2.11点，收在1308.44点，涨幅0.162%。
自动资料处理公司(ADP)周三公布，美国二月份私人企业就业跳增21.7万人，其中中型
企业增加10.4万人，小型企业10万人，大型企业1.3万人。
Aecom (ACM: 报价, 研究资料) 周二盘後指出，... 阅读全帖 |
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a**********2
发帖数: 3726 | 13 There is no medication approved yet for cirrhosis. Is IFN-alpha the only
medication he takes for HCV? No ribavirin? Telaprevir or boceprevir? |
|
l*h
发帖数: 4124 | 14 hepatitis C is curable in high percentage.
for genotypes 2 and 3, the cure rate is over 95% with pegylated interferon-
alpha-2a/b with ribavirin for about 11 months.
genotype 1 is more difficult to treat. pegylated interferon-alpha-2a/b with
ribavirin for 11 months gives up to 50% cure rate. boceprevir or telaprevir
is recommended to be added to the regimen ( not sure about the cure rate for
this regimen).
because the treatment is long and can cause serious adverse effects, the
patients should b... 阅读全帖 |
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O**I
发帖数: 776 | 15 【 以下文字转载自 pennystock 俱乐部 】
发信人: OSCI (TX), 信区: pennystock
标 题: FDA Drug Approvals in 2011
发信站: BBS 未名空间站 (Sat Jan 8 17:29:50 2011, 美东)
http://www.thestreet.com/story/10944267/1/biotech-calendar-fda-
BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
More from Adam Feuerstein
Dendreon Bringing Provenge to EuropeBiotech Stock Mailbag: Best Stocks to
Watch in '11Merck Beats Vertex to FDA Hep C Filing
Market Activity
... 阅读全帖 |
|
s******7
发帖数: 56 | 16 VRTX制药公司侧重于发现和开发小分子药物治疗癌症、自身免疫性疾病及病毒性疾病如
丙肝等。其丙肝病毒蛋白酶抑制剂Telaprevir目前处于III期临床，且有多种药物正处
于新药研发流程中并同葛兰素史克公司和默克公司进行合作
明天的call 很多都要100-200倍了。 |
|
c******n
发帖数: 5697 | 17 现在网络这么发达了，难道中国人还都活在山洞里？
美国治乙肝的最新药物多了，不说interferon了，那些最新被FDA批准的telaprevir，
boceprevir都能大大提高治愈率了 |
|
l*****g
发帖数: 2087 | 18 查一下genotype,如果不是genotype 1，用PEG-interferon加ribavirin很大部分能治愈
现在有些小分子药,比如telaprevir和boceprevir，都很有效，FDA应该会在近几年内通
过。小分子药单用抗药性是主要问题，可能需要和干扰素一起用。
，8年
有些
正常 |
|
g****1
发帖数: 261 | 19
Vertx has similar Hep C virus drug Telaprevir to be reviewed this week by
FDA as well. |
|
j****x
发帖数: 1704 | 20 生物通报道：Science杂志自2002年开始每年都要进行生物科技领域“最佳雇主”网上调
查，主要测评对象是生物技术、生物制药、传统制药以及相关行业的公司。
近期Science公布了2011年的生命科学行业最佳雇主，此次网上调查的受访者主要包括“
美国科学促进会”会员、该促进会网站的“科学职业”子网站的注册会员以及《科学》
杂志网站的注册者等，受访者需要针对23项特征标准对目前行业内雇主进行评价，这些
标准包括财政实力，对变化的适应性，以及科研环境。
今年来自美国麻省的Vertex生物技术制药公司从去年的第三名攀升至榜首，这是这家公
司第一次夺得最受尊敬的生物制药雇主桂冠，排在其后的分别是纽约的Regeneron制药公
司，以及加州Genentech公司——Genentech公司曾在过去的10年评选中获得过8次最佳雇
主的称号。
Vertex公司是一家专注于研究口服小分子药剂新的开发方法，使用基于结构的合理药剂
进行设计的先驱性的医药品研究开发企业，主要设计开发防止HIV感染、AIDS自免疫系统
缺失、癌症、血红蛋白障碍、炎症等新药。近年来这家公司的一些新药频受关注，比如
今年，其囊性... 阅读全帖 |
|
j****x
发帖数: 1704 | 21 注：
这篇帖子，大概是我去年底的时候，写给水木antiHBV版友的展望。对他们中的很多人
而言，最有意义问题的莫过于，何时能够出现彻底治愈乙肝的新药，可以从遥遥无期的
抗病毒治疗中解脱出来，进而从生理到心理上恢复为一个正常人。
版面上做肝病学相关研究的同修可能并不太多，在本版重贴旧帖，目的之一在于借HBV
受体这一新发现的讨论，引起更多不同领域研究者对这一问题的关注。或许，你手中就
掌握着解决这一医学难题的金钥匙，只是可能你还没有意识到这一点。
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
曙光渐露，充满期待的未来十年
即将过去的2011，对于从事肝脏病学临床实践与研究的人而言，无疑是激动人心的一年
。其中最重要的进展莫过于，Telaprevir和Boceprevir两种蛋白酶抑制剂用于治疗HCV慢
性丙型肝炎，临床效果非常显著，终于正式获得了FDA的新药批准。此外，目前共有约2
0种不同的anti-HCV新药候选正在进行不同阶段的临床研究。其中，病毒聚合酶抑制剂以
及其他数种病毒非结构蛋白抑制剂都显示... 阅读全帖 |
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l******k
发帖数: 27533 | 22 Dificid™ (fidaxomicin) was finally approved for the treatment of C
difficile infection and may offer some advantage over vancomycin in
resistant infection. There are two new drugs, Victrelis™ (boceprevir)
and Incivek™ (telaprevir), for the treatment of Hepatitis C infection.
Another oral contraceptive, Orsythia™ Tablets (levonorgestrel and
ethinyl estradiol), has been approved. Edurant™ (rilpivirine) becomes
the fifth NNRTI approved for treating HIV. New generic ver... 阅读全帖 |
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y**s
发帖数: 563 | 23 2014年8月27日讯 /生物谷BIOON/ --丙肝治疗领域，吉利德可谓独领风骚，其明星药物
Sovaldi（sofosbuvir）在今年上半年的销售额突破58亿美元，为其带来了滚滚财源。
然而，这一格局即将打破。
近日，百时美施贵宝（BMS）丙肝新药Daklinza（daclatasvir）获欧盟批准，联合其他
药物，用于所有1、2、3、4基因型慢性丙型肝炎（HCV）成人感染者的治疗。Daklinza
是一种强效的泛基因型NS5A复制复合体抑制剂，在临床试验中，当与吉利德明星药
Sovaldi组成一种全口服、无干扰素鸡尾酒疗法（Daklinza+Sovaldi）时，取得了100%
的治愈率，包括伴有晚期肝脏疾病、基因型3 HCV及既往经蛋白酶抑制剂治疗失败的患
者群体。
目前，吉利德也在开发一种基于Sovaldi的丙肝鸡尾酒疗法ledipasvir/Sovaldi（LDV/
SOF），百时美Daklinza/Sovaldi鸡尾酒疗法的获批，对吉利德LDV/SOF鸡尾酒疗法形成
了直接威胁。
Daklinza/Sovaldi是一种每日一次、全口服、治愈率达100%的丙肝鸡尾酒疗法，为... 阅读全帖 |
|
y**s
发帖数: 563 | 24 2014年8月27日讯 /生物谷BIOON/ --丙肝治疗领域，吉利德可谓独领风骚，其明星药物
Sovaldi（sofosbuvir）在今年上半年的销售额突破58亿美元，为其带来了滚滚财源。
然而，这一格局即将打破。
近日，百时美施贵宝（BMS）丙肝新药Daklinza（daclatasvir）获欧盟批准，联合其他
药物，用于所有1、2、3、4基因型慢性丙型肝炎（HCV）成人感染者的治疗。Daklinza
是一种强效的泛基因型NS5A复制复合体抑制剂，在临床试验中，当与吉利德明星药
Sovaldi组成一种全口服、无干扰素鸡尾酒疗法（Daklinza+Sovaldi）时，取得了100%
的治愈率，包括伴有晚期肝脏疾病、基因型3 HCV及既往经蛋白酶抑制剂治疗失败的患
者群体。
目前，吉利德也在开发一种基于Sovaldi的丙肝鸡尾酒疗法ledipasvir/Sovaldi（LDV/
SOF），百时美Daklinza/Sovaldi鸡尾酒疗法的获批，对吉利德LDV/SOF鸡尾酒疗法形成
了直接威胁。
Daklinza/Sovaldi是一种每日一次、全口服、治愈率达100%的丙肝鸡尾酒疗法，为... 阅读全帖 |
|
g******0
发帖数: 1165 | 25 Posted: 3/13/10 09:32
I will list all these targets mentioned by news:
Their top five candidates, based on their takeout target rankings, include
Vertex Pharmaceuticals (VRTX), as the Massachusetts-based company is close
to commercializing telaprevir, a potential blockbuster treatment for
hepatitis C.
“The company is building a diversified portfolio,” says Migliore. “The
company has no drugs on the market, and it has never been profitable. But it
has an $8 billion market cap because investors ar... 阅读全帖 |
|
g******0
发帖数: 1165 | 26 发信人: gucci320 (Cigdog), 信区: pennystock
标 题: 转个老帖~潜在被收购的医药公司名单-（希望大家发现宝藏）
发信站: BBS 未名空间站 (Thu May 6 10:58:19 2010, 美东)
Posted: 3/13/10 09:32
I will list all these targets mentioned by news:
Their top five candidates, based on their takeout target rankings, include
Vertex Pharmaceuticals (VRTX), as the Massachusetts-based company is close
to commercializing telaprevir, a potential blockbuster treatment for
hepatitis C.
“The company is building a diversified portfolio,” says Migliore. “The
compan... 阅读全帖 |
|
y*****l
发帖数: 5997 | 27 股票:ARNA, VRTX, ATHX, BDSI, CTIC, BCRX, SGEN
http://finviz.com/screener.ashx?v=341&t=ARNA,VRTX,ATHX,BDSI,CTIC,BCRX,SGEN
http://www.thestreet.com/story/10849406/1/biotech-calendar-key-dates-for-september.html
To prepare, here is a calendar of important, potentially stock-moving
biotech events in September:
Phase III or pivotal registration studies that could report results in
September:
* Vertex Pharmaceuticals'(VRTX) hepatitis C drug telaprevir (previously
treated patients.)
* Seattle Gen... 阅读全帖 |
|
O**I
发帖数: 776 | 28 http://www.thestreet.com/story/10944267/1/biotech-calendar-fda-
BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
More from Adam Feuerstein
Dendreon Bringing Provenge to EuropeBiotech Stock Mailbag: Best Stocks to
Watch in '11Merck Beats Vertex to FDA Hep C Filing
Market Activity
Orexigen Therapeutics Inc.| OREX
DOWN
Dendreon Corporation| DNDN
InterMune Inc.| ITMN
For easy reference, I've organized this regulatory ... 阅读全帖 |
|
O**I
发帖数: 776 | 29 http://www.thestreet.com/story/10944267/1/biotech-calendar-fda-
BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
More from Adam Feuerstein
Dendreon Bringing Provenge to EuropeBiotech Stock Mailbag: Best Stocks to
Watch in '11Merck Beats Vertex to FDA Hep C Filing
Market Activity
Orexigen Therapeutics Inc.| OREX
DOWN
Dendreon Corporation| DNDN
InterMune Inc.| ITMN
For easy reference, I've organized this regulatory ... 阅读全帖 |
|
w*******0
发帖数: 13 | 30 BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
For easy reference, I've organized this regulatory calendar in chronological
order based on the drug approval decision date. I've also included
information on pending FDA advisory panels. At the end of the calendar is a
list of companies with potential regulatory milestones in 2011 based on
expected but not yet completed drug approval filings.
In all, this calendar ... 阅读全帖 |
|
w*******0
发帖数: 13 | 31 BOSTON (TheStreet) -- An early Christmas present for biotech investors: The
first (overstuffed) FDA drug approval calendar of 2011.
For easy reference, I've organized this regulatory calendar in chronological
order based on the drug approval decision date. I've also included
information on pending FDA advisory panels. At the end of the calendar is a
list of companies with potential regulatory milestones in 2011 based on
expected but not yet completed drug approval filings.
In all, this calendar ... 阅读全帖 |
|
y*****l
发帖数: 5997 | 32 11:55 Do you think there is > 50% chance someone buys HGSI in next 12 mos.?
Yes
( 68% )No
( 32% )
Thursday October 20, 2011 11:55
11:56 adam feuerstein: Hello! Welcome to the October edition of Biotech
Stock Live Chat.
Thursday October 20, 2011 11:56 adam feuerstein
12:02 adam feuerstein: hi everyone
Thursday October 20, 2011 12:02 adam feuerstein
12:02 adam feuerstein: I'll get started in a minute or so, let folks log in
.
Thursday October 20, 2011 12:02 adam feuerstein
12:02 adam feuers... 阅读全帖 |
|
b*****h
发帖数: 783 | 33 HCV的传统治疗方法是用干扰素(INF)+Ribavirin. 属于第一代吧
目前各个公司根据HCV 病毒复制途径，开发抑制病毒第二，第三代药物。而且，这些药
物可以和第一代药浑成cocktail。增加治疗效果。
HCV 复制的靶点蛋白包括 NS3, NS4A, NS4B, NS5A 和NS5B
1) Protease inhibitors (NS3/4A protease):
VRTX的Telaprevir, MRK的 Boceprevir 以及 ACHN的ACH-1625
2) Nucleoside polymerase inhibitors (NS5B):
VRUS的 RG7128, PSI-7851 以及 PSI-938 (guanine nucleotide analog).
INHX的 INX-189(guanine nucleotide analog).
IDIX的 IDX184
3) Non-nucleoside polymerase inhibitors (NS5B):
ANDS的ANA598
IDIX的 IDX-375
从最近的收购趋势，看到大公司基本都在抢2）... 阅读全帖 |
|
