Merck's Victrelis sold only $87M in Q4. This means that Vertex is getting the lion's share of protease inhibitor sales.
So, if we are at 7:1 or 8:1 in sales, then we should be at 560M to 640M this quarter
The last updates we had from lcasmnis had Incivek/Victrelis ratios more like 2:1. Incivek had a bigger lead earlier on, so let's call it 3:1. That puts revenues at $261 million...It will probably come in significantly higher than that, but lower than $560 million. Forget about $640 million.
That bodes well for VRTX. Thanks for the info!
Sadly, what bodes well for Vertex does not always translate into what the ANALysts on wall st think and do......