Guerra all’Epatite C: ancora guadagni mostruosi…
Aggiorno quella che è stata la saga del 2011e potrebbe tranquillamente esserlo anche per l’anno che stiamo vivendo.
Dopo che Roche ha acquistato Anadys (ANDS) si è scatenata la corsa alle small cap che si stanno occupando di farmaci per il trattamento dell’epatite C o, per meglio dire, che stanno rivoluzionando questo campo.
Dove eravamo rimasti? Ho già ricordato di ANDS acquistata per una modica cifra da Roche e sicuramente ricorderete che Pharmasset (VRUS) è stata acquistata per una valanga di quattrini (circa 11B$) da Gilead (GILD). Non molto tempo fa, parlando di Achillion (ACHN) mi stavo chiedendo chi sarebbe stata la prossima ad essere acquistata, la risposta la sapete già, è scritto nel titolo, Inhibitex (INHX).
Se non stavate seguendo questa epica sfida fra small cap farmaceutiche e vi interessa una rinfrescatina, cliccate qui.
Mi toccherà quindi aggiornare il grafico mettendo INHX a 26$, visto che quella è la cifra che pagherà Bristol-Myers Squibb (BMY) per l’azienda della Georgia… nell’attesa di poter inserire questi nuovi dati, aggiorno la lista della spesa:
Pharmasset.
Inhibitex.
Anadys.
Achillion.
Idenix.
Piccola nota finale, come dicevo qualche giorno fa, alcune considerazioni sul profilo di sicurezza di INX 189 (farmaco di punta di INHX nel trattamento dell’epatite C) avevano fatto ballare la quotazione di INHX (tra l’altro creando un perfetto punto d’ingresso) e questo renderebbe ancora più interessante la corsa delle ultime due aziende rimaste senza compratore…
ACHN e IDIX, come più volte ricordato, stanno sulle sponde opposte dello stesso fiume, visto che IDIX rientra in quella categoria di farmaci che comprende anche INX 189 mentre ACHN 1625 è il più interessante esponente della vecchia scuola in sperimentazione.
Il prossimo affare?
Idenix Reports Positive Interim Data for HCV Nucleotide Inhibitor, IDX184
– No serious adverse events observed in phase IIb study of IDX184; Data Safety Monitoring Board (DSMB) recommends continuation of the clinical trial
– In the 100 mg IDX184 arm, 73% of patients achieved a rapid virologic response (RVR) and 87% were undetectable at most recent visit; In the 50 mg IDX184 arm, 63% of patients achieved an RVR and 94% were undetectable at most recent visit
– Management to host conference call webcast at 5:30 a.m. PT/8:30 a.m. ET today
CAMBRIDGE, Mass., Jan. 9, 2012 /PRNewswire/ — Idenix Pharmaceuticals, Inc. (NASDAQ: IDIX), a biopharmaceutical company engaged in the discovery and development of drugs for the treatment of human viral diseases, today announced interim data from a 12-week phase IIb clinical trial of IDX184, the Company’s lead product candidate for the treatment of hepatitis C virus (HCV) infection. IDX184, a pan-genotypic oral nucleotide polymerase inhibitor, has demonstrated a high barrier to resistance in vitro and potent antiviral activity in both preclinical and clinical studies.
IDX184 Phase IIb Study Design
In July 2011, the Company initiated enrollment of treatment-naive genotype 1 HCV-infected patients into a randomized, double-blind, parallel group phase IIb clinical trial of IDX184. The study features two treatment arms, either 50 mg or 100 mg of IDX184 administered once-daily for 12 weeks, each arm in combination with pegylated interferon and ribavirin (PegIFN/RBV). Study objectives include safety and tolerability, and antiviral activity endpoints.
IDX184 Phase IIb Interim Study Results
The first 31 patients have completed 28 days of treatment, and the interim data have shown that IDX184 was well-tolerated and that there were no serious adverse events associated with therapy. The side effect profile was consistent with that seen with PegIFN/RBV. The independent DSMB has reviewed the data for the first 31 patients and has recommended continuing enrollment of the study. The Company has submitted the interim data, along with the DSMB’s recommendations, to the U.S. Food and Drug Administration (FDA) and is requesting the continuation of this study and removal of the partial clinical hold for IDX184.
RVR findings demonstrated that 73% of patients in the 100 mg IDX184 arm (n=15) and 63% in the 50 mg arm (n=16) had undetectable virus (LLOQ < 25 IU/ml) at 28 days. Currently 87% of patients in the 100 mg arm and 94% in the 50 mg arm had undetectable virus at a median of 8 weeks of treatment. There have been no virologic breakthroughs observed in the study to date.
"These interim results are encouraging as they confirm the antiviral activity and safety of IDX184 in combination with pegylated interferon and ribavirin," Eric Lawitz, M.D., of Alamo Medical Research, Camden Medical Center, stated. "Nucleotide drugs such as IDX184 are becoming an important component in the rapidly evolving treatment regimens for HCV. Eventually, the goal for treatment will be to reduce or eliminate reliance on interferon and to shift to all oral combinations of direct-acting antiviral agents that can reduce potential side effects and decrease the amount of time on therapy."
Ron Renaud, President and Chief Executive Officer of Idenix, commented, "We are very pleased with the interim results for IDX184 and with the progress we made in 2011 across our programs. In 2012, we will build on this progress and believe we are well positioned to play a major role in treating HCV patients for the foreseeable future."
oh, scusate… dati completi ad aprile, per intanto
http://www.marketwatch.com/story/achillion-reports-clinical-data-on-portfolio-of-protease-inhibitors-2012-01-09
IDIX e ACHN in stereofonia…
ggbb@finanza:
grandi ragazziiiiiii
grazie…
le percentuali alla fine della giornata non rappresentano al meglio la situazione delle due dopo la giornata di ieri, secondo me… tolto il + 140% di INHX, ACHN + 22% e IDIX +37% che trae maggior beneficio vista la somiglianza di IDX 184 a INX 189 e PSI 7977…
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e Vertex Pharmaceuticals ??