Biotech Values

[DewDiligence]

Results of iHub survey (#59)
on the future of HCV treatment:

Q: Five years from now, the standard regimen in treatment-naïve HCV will be:

a) An all-oral (no interferon) cocktail: 41%

b) A cocktail including interferon and two or more oral drugs: 29%

c) Some monotherapy other than VX-950: 23%

d) VX-950 monotherapy: 5%

e) A cocktail including interferon and one oral drug: 0%

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FWIW, VRTX CEO and founder, Josh Boger, thinks the answer is a) despite the fact the many VRTX investors seem to be hoping for d). Modesty by Boger, perhaps, although Boger has never been known for that.