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Double_Bagel

11/14/11 5:09 PM

#131044 RE: ghmm #131043

It is not clear from what you have written, whether you think VRTX under $30 has some value or not. Could you please clarify? The book seems to be higky rated on Amazon.
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biomaven0

11/14/11 5:10 PM

#131045 RE: ghmm #131043

having recently reading this book



A bit unfair because that book and the projects it describes are about 20 years (or more) old.

At this point VRTX has its cystic fibrosis drug, which seems good but is very much a niche product (can't say I know too much about it) and they have an oral JAK3 RA drug with good early results but unknown safety. I guess the burning question is how much cash they rake in on their HCV drug before the all-orals get on the market and how much they spend on dumb stuff in the meantime.

Peter