VRTX – Vertex Sweat Chloride to FEV1 Correlation in Cystic Fibrosis

Vertex released interim data May 7th of an ongoing combination study of VX-809 and KALYDECO in Cystic Fibrosis patients with two copies of the F508del mutation. Results were very good- VX809 plus Kalydeco led to significant improvements in lung function (as measured by absolute change in percent predicted FEV1).   Treatment Group Absolute Improvement from Baseline in Lung Function (FEV1) […]

Trade Ideas for some upcoming catalysts

We wanted to throw out some trading ideas for some stocks that we are following, but may not necessarily get full write-ups on in time. Ideally, we will have research pieces on some of the companies below in the near future. – On Thursday January 26th, Celgene(NASDAQ:CELG) will be reporting earnings and financial guidance for […]

Run Biologics- The JAKs Are Coming

A new class of drugs targeting the JAK kinases is set to challenge today’s biggest selling biologics for the treatment of arthritis and other inflammatory diseases. Heading this class is Pfizer’s tofacitinib; this potent, but relatively un-selective JAK inhibitor demonstrated positive results in five pivotal trials earlier this year. Pfizer intends on filing for marketing […]

Vertex is Overvalued

Don’t get me wrong here, I think Vertex’s telaprevir is an incredible development that will usher in a new era in HCV treatment. Current estimates of the HCV market are about $2.5 billion, with the number increasing 4-fold as new therapies enter the market- that’s potentially $10 billion, getting close to the $15 billion expected […]