After the sharp drop, VRTX now appears to be reasonably priced, IMO.
>Do you think they'll need full 48 week data now before filing, instead of just the 24 weeks?<
The control arms in the phase-2 studies are 48 weeks, and these data (which have not yet been reported) are relevant for obvious reasons.
We don’t yet know the design of the phase-3 Telaprevir studies, but it’s reasonable to assume that there will again be 48-week control arms.
In short, the Telaprevir NDA submission is still pretty far off.
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