> VRTX – 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).<
I interpreted John Alam’s comment about combination trials as nothing more than the usual pro forma response that executives from every company in the HCV sector have been giving on nearly every CC I’ve heard. Everyone thinks such trials area are a good idea in theory—and it is good public relations to say so—but no one wants to actually run such a trial for the reasons mentioned in #msg-15457506.
let me be clear - such a time frame was mentioned more as being in the realm of possibility when questioned, btu i don't think anyone really thinks it would get off the ground that fast. timing was vaguely placed somewhere as early as end 2007 and (and I'm paraphrasing) "years away but not many years away"..so I wouldn't hold my breath
I wouldn't confuse market cap with stature in this situation. I was turned off with this team when they made such a big deal about log drops in viral load.
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