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DewDiligence

11/05/10 11:32 AM

#108181 RE: ilpapa #108163

VRTX—Does anyone know the reason for the sell-off?

VRTX is down less than 1% today as I’m typing, so I presume you’re referring to the 10% swoon during November. This can be attributed to sector underperformance by pharma since the election (#msg-56315608) and, to a lesser degree, to impressive HCV data by B-I at AASLD (#msg-56271789). Regards, Dew