AI
Monday, November 14, 2011 4:46:33 PM
VRTX:
The drop in VRTX (since approval) had me slightly thinking to do a bit more DD on them since on paper they seem like a value... but I have been skeptical of them keeping costs reasonable in development of other (non-HCV) programs. Plus, it only reinforced my belief having recently reading this book
.
http://www.amazon.com/Billion-Dollar-Molecule-Perfect-Touchstone/dp/B005UVQVUC/ref=sr_1_1?s=books&ie=UTF8&qid=1321307227&sr=1-1
The drop in VRTX (since approval) had me slightly thinking to do a bit more DD on them since on paper they seem like a value... but I have been skeptical of them keeping costs reasonable in development of other (non-HCV) programs. Plus, it only reinforced my belief having recently reading this book
. http://www.amazon.com/Billion-Dollar-Molecule-Perfect-Touchstone/dp/B005UVQVUC/ref=sr_1_1?s=books&ie=UTF8&qid=1321307227&sr=1-1
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