> ITMN – I also caught the Vertex call and on first listen heard a couple things encouraging (for InterMune longs). One in particular was the mention about combining with possibility of combining with other PI in earlier stage of development [read into it what you will].<
Are you sure you heard that? I listened to the VRTX webcast too; if that was said, I wasn’t paying close enough attention.
I thought John Alam said VX-950 might in the future be combined with a polymerase inhibitor, which is not new news. The only protease inhibitor I’ve heard VRTX talk about adding to VX-950 is ritonavir—in order to increase the half-life and possibly allow BID dosing.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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