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Replies to post #128983 on Biotech Values

Replies to #128983 on Biotech Values
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DewDiligence

10/21/11 4:06 PM

#128984 RE: oc631 #128983

VRUS—AF's YMB based journalism didn't help.

What, exactly, do you take issue with? I can assure you that Feuerstein did not concoct the story that VRUS might have to pay IDIX a nuke-IP royalty—I heard the same thing from a portfolio manager some time ago. I don’t think this story has any substance (as I already noted), but it is out there.

Please bear in mind that Feuerstein is a reporter, not an analyst.
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jq1234

10/21/11 4:23 PM

#128987 RE: oc631 #128983

AF's YMB based journalism didn't help.



You are being silly. How soon people forget VRTX used to be in the same situation as VRUS is right now, stock would go up and down whenver key competitor MRK (used to be SGP) HCV drug data released. VRUS is going to follow the same path as VRTX did, no matter how good their drugs are, they are not immune from large swings.