Biotech Values

[ghmm]

I think I am guilty of being similarly negative as mcbio on the prospects of Telapervir. The company may prove me wrong if VX-222 (or another compound they license/develop) turns out to be adequate in treating HCV without PEG and/or ribavirin. Then perhaps they can leverage being first into given them descent market share in a new treatment paradigm including Telaprevir.

Agreed we don't know what the future will be 7-8 years out I see it as being crowded though which means Vertex has a tough fight on its hands going forward (a bit too risky for me for their market cap).