Biotech Values

[DewDiligence]

VRTX—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.

An ancillary question is the degree to which VRTX itself will benefit from the move to all-oral HCV cocktails. They do, after all, have VX-222 and the two nukes they in-licensed from Alios (#msg-64166913).