Biotech Values

[ghmm]

VRTX:

I was out and missed the call live. I see the webcast is only 20 minutes and no Q&A was there any on the live call?

Haven't seen anything (yet) to discourage me from InterMune's 191 position. Anxiously awaiting 1B data this fall. But I am glad to see telaprevir having good (while not spectacular) efficacy. The AE's, 3x vs 2x dosing give me optimism 191 has at least 3 routes to improving on what telaprevir potentially has to offer.

In the latest InterMune investor conference Dan Welch mentioned the improved instrumentation led the company to a DDW abstract showing 3 orders of magnitude more potency in one model then telaprevir (previously had reported 2) and also abstract showing the disassociation rate is 4-5x slower then 950 in the liver.