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Replies to #53977 on Biotech Values
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ghmm

10/29/07 8:01 PM

#53979 RE: DewDiligence #53977

VRTX: Just heard the call. They did a good job of not saying anything on it (as to what advantages it may have over 950).
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genisi

10/30/07 6:32 AM

#53989 RE: DewDiligence #53977


Since several early-stage protease inhibitors competitors that appear to be progressing through clinical trials, will also present at AASLD, perhaps VRTX showed its own next generation - VX-500.
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justrpaul

10/30/07 11:21 AM

#53994 RE: DewDiligence #53977

The conference call was exceptionally brief, both the introductory remarks and the questions. I think the message from the brevity of the cc is - We have something powerful to tell you next week at AASLD, please wait till then.

I don't read anything into VX-500, other than they indicated that thew want to build a HCV franchise and to do so they are investing in a 2nd generation.
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rkrw

10/30/07 12:22 PM

#53996 RE: DewDiligence #53977

Considering how competitive the field is, vrtx would be a stupid company if they weren't hard at work on improving upon 950. For starters hopefully its a better dosing regimen. So I dont read anything into it. If 950 flamed out, vrtx would be at $10 with or without a vx 500, surely they must know that :-)