buy now-stock will at least double one year from now
Based on the data tonight, the Phase 3 trial 600mg QD arm will be statistically and clinically relevant when all is said and done. treating 15,000 CF patients at $300k per year is $4.5B in unencumbered revenue in my book. Once VRTX emerges as an "orphan" company with that revenue stream and finally afforded an orphan premium (5-10x revenues), we are looking at a $25-30B market cap company easily. between now and then the street will slowly catch up to this realization and take vertex out of this hep c dominated penalty box of a valuation they currently sit in.