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Hepatitis C Virus Infection: Protease Inhibitors Bring Change in the Treatment Paradigm for Hepatitis C Virus Infection - What Next?

April 2012 | 57 pages | ID: HF09408C28EEN
MP Advisors

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HCV focused companies were in limelight last year with major launches, sales data and foremost astounding acquisition premium. The trend in volatility guided by surprises, disappointment is expected to continue this year too. Data presented at European Association for the Study of the Liver (EASL, April 18th – 22nd) this week will trigger the volatility and give food for thought- “was the premium paid justified”?

Vertex, Gilead, Bristol Myers, Abbott, Idenix, Achillion etc are few of the names which will be in the limelight but a look at our detailed report (Protease Inhibitors Bring Change in the Treatment Paradigm for Hepatitis C Virus Infection - What Next?) on HCV details other companies, the attributes of the drugs in pipeline, weakness and strength of the clinical data. Data at EASL and later in the year at American Association for the Study of the Liver Diseases (AASLD) could decide whether INCIVEK (L, Vertex, HCV) life span will be stymied by the “IFN free Options” by 2014 or is the wait going to be longer giving ample time for Vertex to diversify and build value from success in other therapy areas. The likelihood of HCV vaccines in development eradicating the disease or curing it in a more patient friendly way is currently being analyzed and warrants a close watch on the companies developing them…
COMPANIES MENTIONED

Vertex, Gilead, Bristol Myers, Abbott, Idenix, Achillion


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