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Biotech / Medical : momo-T/FIF -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (3235)	9/27/2005 10:51:46 PM
From: zeta1961	Respond to of 12215

Wow, another coincidence..I just today had a phone 'visit' with my hepatologist in Boston who I respect immensely...he refused to put me on interferon because of the QOL issues, my age, etc(not that I was begging..we happened to be on the same page).. he too is very encouraged by VX-950..he said, "it has the potential to cut treatment to 3-6 months"..so, in the ball park as Boger..he remains bullish IDIX..although he hasn't disclosed it directly, I believe he has a financial interest in IDIX..either founding shareholder, consultant, whatever..fwiw!~~~~!! Go scientists!!!..many of us waiting not so patiently-g- For disclosure: It is believed I contracted HCV from a blood transfusion in 1972 in the postop period as a teen for ovarian cancer surgery..was dormant until the '90s..I have mildly elevated liver function tests, liver biopsy revealed inflammation but no signs of bridging, fibrosis, cirrohisis..in lieu, I have cardinal symptoms of CFS/fibromyalgia with hepC viral loads running in the 200K-900K..I've never received treatments but take milk thistle and have experimented with a load of other supplements ...the only one my hepatologist 'blesses' without hesitation is milk thistle..he apparently worked with it with certain liver toxic drug overdoses during his training in South Africa and London... Elisabeth

To: rkrw who wrote (3235)	9/28/2005 9:01:40 AM
From: quidditch	Read Replies (2) \| Respond to of 12215

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