I expect that this (see below) will be the sort of stuff covered at what used to be the Banc of Montreal (now BMO Capital Markets) Focus on Healthcare Webcast. So, I'll likely not blog it, live -- even as the Merck-designated slot has been pushed back from 10:15 to 10:45 am EDT. If you decide you'd like to listen in, on your own, live -- here's that link.
. . . .Sanford Bernstein analyst Tim Anderson said available data from separate trials of boceprevir and telaprevir suggest the Merck drug is less effective.
Moreover, he said boceprevir seems more likely to cause anemia -- a side effect that could require patients to take intravenous anemia medicines that boost red blood cells. The question is whether the need for an additional anemia drug on top of the three-drug regimen will greatly discourage use of boceprevir, should it be approved.
Anderson forecast boceprevir would garner sales of $330 million in 2015, far below his forecast of $4.3 billion for the Vertex drug. . . .
The above snippet is from a overnight Reuters report. In the mean time, be excellent to one another.
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