Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Vertex Pharmaceuticals (VRTX) -- Ignore unavailable to you. Want to Upgrade?

To: margie who wrote (331)	10/29/1999 12:32:00 PM
From: scaram(o)uche	Read Replies (1) \| Respond to of 1169

Thanks, Margie! Cowen got it right. They've got guts, and are including an upfront for something coming out of R&D. Sorry to see Mike King conservative on this call, but.... he knows VRTX better than any other analyst, IMO. Otherwise, the raised estimates merely reflect the "ICE" $15M that was pushed to Q4. Unlike others, I'm quite pleased with Agenerase sales. Looking for $20M in the fourth quarter, and news on the newer version that doesn't require the massive quantity of excipient. Hard to tell if the lipodystrophy comments in the conference call were BS or not. Hope not. Management needs to walk a very straight line here. Glad to see psoriasis off of the priority list.... felt that was a mistake. Not as concerned as others with HCV DNA levels, as liver pathology is what counts IMO. Can't wait to hear of what is rolling out of R&D.