Biotech Values

[biomaven0]

having recently reading this book

A bit unfair because that book and the projects it describes are about 20 years (or more) old.

At this point VRTX has its cystic fibrosis drug, which seems good but is very much a niche product (can't say I know too much about it) and they have an oral JAK3 RA drug with good early results but unknown safety. I guess the burning question is how much cash they rake in on their HCV drug before the all-orals get on the market and how much they spend on dumb stuff in the meantime.

Peter