VRTX—I have actually heard some very positive comments (from a fund manager and a biopharma intelligence exec) about the nukes that VRTX-Alios are developing.
I too expect the nukes from Alios to be good ones, but jq1234 was commenting on VRTX’s lack of an NS5A inhibitor.
p.s. What exactly is a biophrama intelligence executive? :- )