Biotech Values

[DewDiligence]

>Boceprevir is getting very close to Telaprevir in timetable.<

Of greater consequence, IMO, than Boceprevir’s phase-3 timeline is that SGP is testing a 28-week regimen, which may offer the opportunity for Boceprevir to share the HCV hegemony with Telaprevir. I suspect that most VRTX investors were not expecting this wrinkle and I’m not even sure VRTX management was.