Merck Will Consider Deals To Expand Hepatitis C Drug Lineup
January 10 2012 - 8:28PM
Dow Jones News
Merck & Co. (MRK) will consider making acquisitions as part
of its strategy to develop the next generation of hepatitis C
treatments, the drug maker's research chief said Tuesday.
The search for better hepatitis C drugs has produced some
eye-popping deals in the drug industry recently, including Gilead
Sciences Inc. (GILD) planned $11 billion purchase of Pharmasset
Inc. (VRUS) and Bristol-Myers Squibb Co.'s (BMY) agreement to
acquire Inhibitex Inc. (INHX) for $2.5 billion.
Merck last year began selling a new hepatitis C drug, Victrelis.
But Merck and its rivals are developing newer regimens they hope
will be more effective and part of all-oral regimens, eliminating
an injectable drug that is part of the current standard of
care.
Peter Kim, president of Merck's research division, told
investors at the J.P. Morgan health-care conference here Tuesday
that an experimental hepatitis C drug, MK-5172, will be the
"cornerstone" of an eventual all-oral therapy for hepatitis C. It
is currently in mid-stage testing.
He said Merck could take any of three approaches to pursue an
all-oral regimen. It may pursue combining MK-5172 with other
experimental drugs in earlier stages of testing at Merck whose
mechanisms of action Merck hasn't yet disclosed.
Or, it could collaborate with other companies by combining
MK-5172 with other drugs in development, including a "potential
acquisition of assets that might be out there." If it's not
possible to collaborate, Merck would study MK-5172 in combination
with other new drugs when they reach the market, Kim said.
Asked if Merck would pursue a so-called "nucleotide"--the class
of drugs developed by Pharmasset and Inhibitex--Kim said Merck was
"looking into that," and will address that topic at a future
date.
While Merck considers expanding its hepatitis C portfolio, rival
Vertex Pharmaceuticals Inc. (VRTX), which sells the new treatment
Incivek, is content with its stable of experimental hepatitis C
treatments.
Jeffrey Leiden, who will become Vertex's chief executive next
month, said in an interview "we have our pipeline, and we're very
happy with it." Vertex is in mid-stage testing of VX-222 and last
year licensed two nucleotides in early stages of testing.
Separately, Merck Chief Executive Kenneth Frazier said the
company had resumed standard shipping for shingles vaccine
Zostavax. Production problems in recent years have resulted in
shipping delays to customers.
-By Peter Loftus, Dow Jones Newswires; 215-982-5581;
peter.loftus@dowjones.com
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