Replies to post #141684 on Biotech Values

[mcbio]

VRTX seems pretty well occupied with executing on the programs it already has and doesn’t strike me as being in a predator mode.

Do you think that VRTX will ultimately need to make a move for an NS5A inhibitor and/or PI, though, as I and I suspect jq believe, to compete effectively down the road in the HCV space?

[ciotera]

VRTX seems pretty well occupied..

I think their market cap is a little rich for anyone to be tempted to buy them right now. And like mcbio I think they are probably considering beefing up their HCV pipeline to stay in the game past 2014.