Biotech Values

[ghmm]

VRTX:

Thanks for posting, I haven't been as diligent keeping up on things and missed this completely! It’s interesting to say the least. I've noticed especially over the past year the increased talk of other (mainly their CF) compounds at investor conferences.

I think this along with their acquisition of the polymerase compounds would reveal more about their long-term confidence in Telaprevir then what they are actually saying. They seemed to play down the failure of their second generation compound (in one conference I recall them saying there may not be a need to improve upon Telaprevir) but I would imagine they are hard at work trying to develop/acquire other compounds .