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Replies to #99986 on Biotech Values
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Shengli

07/28/10 5:30 PM

#100040 RE: DewDiligence #99986

Remember MRK doesn't need to run around making announcements .They don't need the money so they have held their cards closer to the vest, from the beginning VERTEX has made much more noise because it helps with raising money.We will see the data soon enough.Don't be surprised if Mrks product wont show a little bit more efficacy but slight more side effects mostly anemia which can be managed with Epoetin alfa . I think both products will do very well and both will be successful.
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Shengli

07/28/10 6:01 PM

#100044 RE: DewDiligence #99986

Wow i am very impressed with the completeness of your list.
The fact that you have presidio here .Not a lot is known publicly about them but someone told me to watch out for their NS5A . I honestly believe that big pharma will start picking the small gems up in the next six months.I am shocked that VRTX has lasted this long as a stand alone.