VRTX – It seems to me that they have been talking about collaborating with another oral anti-viral for some time now (a year+?).
My take is that this talk is just lip service to mollify analysts and investors and that VRTX does not really plan to run such trials. I could well be wrong, of course, but this is the signal I’m getting from the body English.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”