Biotech Values

[DewDiligence]

Notes on VRTX’s AASLD webcast: For investors who have been following the Telaprevir program, there was nothing new on the webcast beyond the data reported in yesterday’s PR (#msg-43114192). Additional granularity on the C208 study will be presented on Tuesday (e.g. the precise number of 24-week vs 48-week patients in each arm), but the additional details will not be consequential from an investment standpoint, IMO.

At the very end of the webcast, Patrick Marcellin, the principal investigator of the C208 study, was asked whether he was now convinced that BID Telaprevir works as well as TID Telaprevir. His answer was, “Almost convinced” :- )