Replies to post #141625 on Biotech Values

[mcbio]

none! rather spend the money on the most promising in-house pipeline.

If VRTX wants to be competitive in the future of HCV treatment beyond telaprevir, they are likely going to need some help in the form of an NS5A inhibitor and/or PI IMO. That is unless their two in-licensed Alios nukes alone will suffice, which I guess still remains a possibility at least. I bet they eventually seek out some additional help, though.

[DewDiligence]

Your company’s CEO seems to agree, at least with respect to HCV.