rkrw, (tnks), I think that VRTX has been flying a bit under the radar, even with the significant price appreciation since the announcement this Spring of the initial 950 results (wish I had acted earlier and with more conviction). GS, for example, still has it at underperform, saying few near-term events to cause share price appreciation. I think, in small part, Boger's comments yesterday about much news flow in the next few months was calculated to put the lie to the GS assessment (which is a bit odd, in that VRTX is one of the relatively few smaller or mid-cap BTs on which GS has had longstanding coverage).
Do you have any sense of the SGP candidate?
<<I have a hard time fully trusting him/this....>> Is this borne of an untrustworthy track record by Boger in assertions of this kind, or a context-specific statement. He was quite specific on the log reduction of virus in the short term trial (two weeks?), and seemed quite confident that continuation of the med would lead to virtual, if not absolute kill of the virus--certainly to below-measureable concentrations.
[EDIT:] Looking at current market cap, it's obviously not completely under the radar at $1.8bb, but I haven't seen a whole lot of buzz.
quid |
