"I'm of the opinion that the gap between the market caps for VRTX and the second and third tiers of prospective HCV players is much too wide"
i thought so too, but it's getting so crowded I'm finding it hard to value companies in this arena. take idix for example - how much is 184 worth? is the vrus deal with roche for their nuke a reasonable template? how many other nukes are there in development when you have several companies not disclosing targets for drugs at equivalent stages of development? will a nuke even be the optimal second agent in a direct acting cocktail following a PI? If so how long will that combo last as SOC? the market potential is staggering for the winner(s), but trying to pick the next vrtx in such a crowded field is not easy
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