Its a good case study on how the market doesnt understand the data or the company or give it appropriate credit. A majority of sell side analysts are negative on VRTX and when they finally figured out its data was better than bocep and the CF drug data is good, the stock ran. Same for RPRX- most analysts are sitting the fence on RPRX b/c they dont understand it (to back this up I cite a conversation with a major fund who used to own the stock and exited), plus the lack of sell-side analyst coverage.
OBviously I wasnt citing the market cap, employee count, etc.
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