Biotech Values

[DewDiligence]

…Vertex wants to change the goalposts with any new HCV product. I'm pretty sure we'll hear that treatment duration of 6 to 8 weeks being the goal they're looking for. I believe they'll need that edge to get back into the game.

If you’re right, VRTX will have to make an expensive acquisition or in-license some very good drugs from somebody. A 6-8-week treatment duration is not gonna happen with a VX-135-based regimen, and VRTX does not have any backup compounds in HCV.