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Vertex Pharmaceuticals Incorporated Message Board

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  • giguy_1999 giguy_1999 Dec 5, 2012 1:11 PM Flag

    market is flying (most drugs up)

    Here is why I differ from you

    Incivek sales diminishing. Two years from now... all oral regimens.
    Flu, RA programs-- dreams at this time.

    That leaves it up to the CF program. If you think the CF program alone merits a 8.5 billion market cap, go for it. I disagree. That's what makes a market.

    Best of luck to you.

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    • There are commonly accepted probabilities for success used to value pharma pipelines... those probabilities as they are make this a 5.5 billion dollar company. If you fudge with the probabilities, clearly the value goes up.

      So it is clear to me that the market has completely discounted all the negative news and has already priced in hype for the CF franchise. This is a ripe candidate then for any news to sell off.... which it has been successfully doing for the last three months.

      Run - because this has not hit bottom.

 
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