Replies to post #131059 on Biotech Values

[oc631]

Already they acknowledge talking with Roche and it seems Roche went in another direction.

Remember that Roche allowed the option to license PSI-7851 and its prodrugs (PSI-7977) to expire which is turning out to be one of the greatest blunders in biotech.

[DewDiligence]

I really wonder if [VRTX] had talked with VRUS ever and how those talks went...

I presume that they talked; however, it’s hard for direct competitors to agree on valuation in a proposed venture such as this one without revealing proprietary data that could help the other party.