Saturday, October 31, 2015 8:55:10 PM
VRTX:
I am not as big a fan of VRTX management. Their BD leaves a lot to be desired and their current success in CF nearly didn't happen (going by the second book on the company). In HCV they should have been what Gilead is today they were the dominant player and in a couple of years it went to nothing.
I will give them credit on having very good science/discovery being one of the first to successfully develop drugs rationally. But again they seem to have a pretty arrogant attitude and spending within their means never seemed to be a concern for management.
I'll also give them credit on the CF launch and the number of patients on Orkambi in such a short time is quite impressive and surely their CF franchise will be huge... lets see if they've learned from their HCV blunder and hold on to their dominance (I am long GLPG
).
I am not as big a fan of VRTX management. Their BD leaves a lot to be desired and their current success in CF nearly didn't happen (going by the second book on the company). In HCV they should have been what Gilead is today they were the dominant player and in a couple of years it went to nothing.
I will give them credit on having very good science/discovery being one of the first to successfully develop drugs rationally. But again they seem to have a pretty arrogant attitude and spending within their means never seemed to be a concern for management.
I'll also give them credit on the CF launch and the number of patients on Orkambi in such a short time is quite impressive and surely their CF franchise will be huge... lets see if they've learned from their HCV blunder and hold on to their dominance (I am long GLPG
). 
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