> VRTX – I got the same exact vibe after listening to the cc<
You get the feeling there’s a problem when the company asks to go offline in order to answer the most interesting question on the CC (the one from Yaron Werber about how dropouts are handled in the statistical analysis). I thought it was an astonishing gaffe for a company of VRTX’s stature.
I was a little surprised by that I thought it would be much later on before we see Polymerase-protease combo trials. It seems to me dosing/combo of protease and PEG-Ribo is still not clearly defined so adding another component would be much further off?
Curious as to anyone's opinion since a polymerase would obviously not be approved (and if they are as ambitious as they said on the CC telaprevir wouldn't be approved either) if this signals Vertex is looking to make another deal of some sort and what form it would take (they do have quite a lot of cash on the balance sheet and seem more then willing to issue shares).
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