Hopefully, Vertex will have a better response to questions of future competition from other hep C drug developers. Ian Smith, the CFO, still has 27,793 shares of VRTX so he should have done a better job at the November 8 conference. Sounds like he was praising Pharmasset. In any case, the CFO is probably the worst choice to explain complicated scientific matters regarding hep C drugs in development. I think it is time for Peter Mueller, Vertex's chief scientific officer, to step up and make the case for why Vertex will remain the leader in the treatment of hep C in the short term and the long term.
We need to hear from the top researchers at Vertex on where Vertex stands versus the coming competition in the Hep C market. And they need to present their position as simply as possible so that even an analyst will understand what they are talking about. The best way to deal with the hype from Pharmasset and Inhibitex is to counter it with scientific facts.