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Replies to #88806 on Biotech Values
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DewDiligence

01/10/10 8:20 PM

#88807 RE: DewDiligence #88806

(ABT/ANDS/BMY/IDIX/VRUS) Addendum re today’s VRTX PR:

Based on VRTX’s newfound interest in keeping the VX-222 DDI and monotherapy data under wraps, one could infer that the VX-222 data are less than stellar. If true, this is bullish for such companies as ABT, ANDS, BMY, IDIX, and VRUS, who have early-stage HCV nukes and non-nukes in their pipelines.