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.
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.
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 :-)