Biotech Values

[ghmm]

VRTX:


Here is a link to the slide deck:
http://investors.vrtx.com/common/download/download.cfm?companyid=VRTX&fileid=949863&filekey=400C8C78-0F28-423C-9DB4-2FF6F4E560BF&filename=NG_webcast_slides_FINAL_07-18-17.pdf

Webcast just finished think replay will be here:
https://event.webcasts.com/starthere.jsp?ei=1155612

Thought I heard them say they had the data for a week surprised nothing leaked and I thought material info needed to be disclosed in 3 days?

I am long GLPG (no position in VRTX) probably GLPG stock sells off on the impressive results. I see VRTX market cap gain ~$10B+/- and now market cap > $40B and think $GLPG ownership interest in a triple that granted is behind is awfully cheap... plus most of the value is Filgotinib. If preclinical HBE models turn out to be reliable in CF (which appears so) GLPG seems to still have potential with 3 different triple combo's
https://pbs.twimg.com/media/DFC_iuGXYAAXkvB.jpg:large