Replies to post #160558 on Biotech Values

[oc631]

I think we are on the same page with this.

[DewDiligence]

VRTX—Even before they knew how successful they would be in CF, management was already guiding investors to stop thinking of VRTX as an HCV company. From #msg-76347002 (Jun 2012):

…VRTX’s CEO said on today’s GS webcast that there will flat-out be no new HCV acquisitions. When pressed about what he would do if the Alios nukes failed to make the grade, Leiden said VRTX would maximize Incivek’s sales through 2014 and would simply “sit out the second wave” of HCV treatment (i.e. the all-oral phase).

[ghmm]

VRTX JAK:

I was looking over the VX-509 data (in the PR) and while the data seem good I am curious about the safety issue(s). While the infections/death issue is dealing with a small sample I found one thing interesting in light of what GLPG likes to point out in their presentations about the advantage to targeting JAK1.

This statement seemed conveniently vague from their PR
http://investors.vrtx.com/releasedetail.cfm?ReleaseID=621143

Dose-related low-grade increases in high-density lipoprotein (HDL) and low-density lipoprotein (LDL) cholesterol were observed in people who received VX-509.

Maybe its nothing and the those who have cholesterol issues will add a statin or something but did Vertex ever quantitatively describe this?