News Focus
News Focus
Replies to #54412 on Biotech Values
icon url

gfp927z

11/06/07 4:43 PM

#54414 RE: DewDiligence #54412

Dew, Just wondering what you think of Vertex at these prices? Do you think they'll need full 48 week data now before filing, instead of just the 24 weeks? Any thoughts on the growing competition? Thanks for any insights.



icon url

zipjet

11/06/07 5:14 PM

#54417 RE: DewDiligence #54412

>>The market hasn’t figured this out yet.

Nor would I expect it to. After all, it is a not approvable letter. :-)

I think it does help explain the overreaction that you took advantage of.

ij