I don’t think Boger is so much a hyper as an effective communicator with a good story. If there’s a reason to criticize Boger, it’s not for what he says but for what he does: i.e. his abundant selling of VRTX shares as the VX-950 story unfolds.
As you may know, IDIX’s JP Sommadossi has been a net buyer of his company’s shares.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”