For the past few days I think the shorts have started to bring the stock down only to see that later on others who have a better idea of what is coming down the line scooping up more shares.
Cowen investor conference presentation today by Ian Smith just completed. Judging by stock movement since presentation this morning, market likes what was said. Well worth the time to listen.
we need a second nipple to really turn on a stiff erectile chart pattern that brings us close to a new climax
LOL, these chart fetishists are funny
Vertex CF franchise + rest of non-CF pipeline value = over 40 billion? Shorts are covering like crazy today on the possibility.
PCYC Imbruvica's projected peak sales are $6B., half of that goes to J&J, assuming that kaleydaco and 809 combo also have peak sales of about $6B this would value VRTX at about $40B, or about $170 per share.
and VRTX will see 6B in Revenue a lot faster than the old PCYC
Dear H, do you have any pull to see if VRTX will consider running a pilot study for PCD ( primary ciliary dyskinesia) with Ivacaftor and see if it will work for this orphan indication? Approximately 25 K patients have this disease in US and consequences are same like CF. It is all about phenotype and I fully understand pathology is totally different in PCD. If it turns out to be positive, label expansion will be huge.
I don't think any body understand what ATR inhibitor VX 970 is? PYCY BTK inhibitor is nothing in front of this ALT cancer cells killer. AZN has AZ 20 in phase 1 as a competition.
Rojo, I recall you posting this a ways back. You might be onto something. Can you PM me?