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DewDiligence

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DewDiligence

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Re: Praveen post# 30812

Friday, 06/30/2006 7:03:24 PM

Friday, June 30, 2006 7:03:24 PM

Post# of 257262
>I feel Novartis bungled up with all of it's deals in Hcv space. It missed the bus in Vertex's case.<

I think that’s shallow analysis. NVS almost certainly put in a strong bid for VX-950, but VRTX probably preferred to partner with JNJ.

I would have preferred JNJ too. In choosing between two prospective partners that are both great companies, why not pick the one where there is less potential conflict of interest with competing drugs?

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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