Biotech Values

[zipjet]

I wonder how the stock reacts if VRTX/MRK have successful launches vs. poor launches

VRTX wins.

At least that is what one of my friends claims. He will be treating patients for HCV.

After reviewing the treatment protocols for MRK and VRTX he claims that the MRK protocol is much more difficult and time consuming for the treating physician group. So he and the physicians he works with will be using the VRTX drug.

He also claims they cannot treat the many patients that want treatment and are putting them off. At this point a full-time practitioner will start treatment on 3 new patients per week.

Someone interested VRTX should be able to get some idea of the revenue ramp from this data.

ij