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


To: quidditch who wrote (724)10/5/2005 12:24:36 PM
From: rkrw  Read Replies (2) | Respond to of 1169
 
This was a typical case in point of what I was talking about. MMPD, something Boger had latched onto as a core piece of their hcv franchise, is now being scrapped. Which was very easy to predict.

Filtering out weak candidates is a process vrtx should have been doing from day one. vrtx suffered from a common biotech syndrome of never wanting to kill weak programs, allowing them to claim they'd never killed a program :-)

950 is a tremendous prospect, defining for vrtx and a true potential breakthrough product. map kinase is high risk stuff.