Questo è il motivo per cui è scesa del 20% in un giorno:
"Vertex Pharmaceuticals Incorporated provided an update on its clinical programs targeting the small molecule correction of alpha-1 antitrypsin deficiency (AATD). Based on the safety and pharmacokinetic (PK) profile of VX-814 observed to date in a Phase 2 trial in AATD, Vertex has decided to stop dosing in the trial and will discontinue development of VX-814. The randomized, double-blind, placebo-controlled Phase 2 study of approximately 50 patients was designed to evaluate the safety and PK of VX-814, and the ability of VX-814 to increase functional levels of alpha-1 antitrypsin over 28 days of dosing. Elevated liver enzymes (AST/ALT) were observed in several patients. In four patients, across different doses studied, elevations greater than 8 times the upper limit of normal were noted; the elevated liver enzymes have either resolved or are resolving. No patients had concomitant elevation of bilirubin levels and all patients were asymptomatic. Analysis of the PK data from the study indicated that exposures achieved were low. Based on these data, Vertex concluded that it would not be feasible to safely reach targeted exposure levels, and thus meaningful increases in AAT levels, with VX-814, and the study was stopped. A Phase 2 trial of VX-864, which is structurally distinct from VX-814, was initiated in July 2020 and is ongoing. This randomized, double-blind, placebo-controlled study of approximately 40 patients is designed to evaluate the safety and pharmacokinetics of VX-864, and the ability of VX-864 to increase functional levels of alpha-1 antitrypsin over 28 days of dosing. Patients continue to enroll and be dosed in this study, and clinical data from this study are anticipated in the first half of 2021. Vertex also continues to advance multiple small molecule correctors in late stage research with a goal of advancing at least one additional molecule into development in 2021."
Fonte:
Simply Wall Street
La cosa interessante, però, è che sul sito di VRTX è disponibile la
pipeline di tutti i loro prodotti, e questo AATD è solamente uno dei sedici a cui stanno lavorando. Con questo voglio quindi chiedere, ha davvero senso questa discesa o è semplicemente overreacted?
Ne parlano addirittura su
WallStreetBets