Replies to post #39128 on Biotech Values

[biophud]

Dew-->With today's news, what do you think would be a good entry point on VRTX. I have always viewed it a good biotech; however, based on its current market cap it appears fully valued/overvalued, IMHO.

biophud

[north40000]

Room for some improvement in those VRTX nos?
See my previous message today.

http://www.investorshub.com/boards/read_msg.asp?message_id=15523395

[ghmm]

Dew,

24 week of total VX-950? Dr. Pappas on the call today (thanks again Dr. Bio) seemed to think that going beyond 12 weeks would be problematic.

FYI, What the Susquehanna analyst was saying the first few minutes sounded a lot like whats been posted here 950 is a good drug but the valuation of the company is a bit ahead of itself (paraphrasing).

Just out curiosity where did you see the 191 data in 1H '07 not that I disagree because it sounds very reasonable, just InterMune won't gave a date till their CTA is accepted and I haven't seen anything from the French yet.