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Vertex Pharmaceuticals Incorporated Message Board

suchadeal1 4 posts  |  Last Activity: May 6, 2016 9:05 AM Member since: Oct 16, 2000
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  • suchadeal1 by suchadeal1 May 6, 2016 9:05 AM Flag

    Previous guidance by management was between $22-$24 M. So, this appears to be quite a Miss. Management is now predicting profitability going forward. I just started following this company. I do not have a position but thinking gabout it on a selloff. I would appreciate any thoughts about the business prospects from someone who has follow Ed this for a while. So product updates, sales channels, nature of vendor relationships. That kind of stuff

  • Reply to

    Market for Molecular

    by suchadeal1 Oct 31, 2015 7:44 AM
    suchadeal1 suchadeal1 May 4, 2016 7:49 PM Flag

    Well the trend continues. Blah blah blah about number of units placed and no profit. So with Abbott taking out Alere, who is left to bid on CPHD? Siemens and Roche have other plans. Danaher. Maybe but they have a very responsible fiscal approach to acquisitions. So with the high cost of production and royalty payments, the journey continues. I know, Maybe Theranos can buy them

  • suchadeal1 by suchadeal1 Apr 29, 2016 6:50 PM Flag

    OK which one of Miles' McKinsey guys let this one fly? Never good to have the DOJ on your tail.

  • suchadeal1 suchadeal1 Feb 18, 2016 8:47 PM Flag

    Agreed. Just look at the downward spiral of Abbott's molecular division in the U.S.which is largely due to the oncology or Vysis portfolio that Bishop sold to Abbott a few years ago. If anything, the fact that Abbott took out Alere should be of concern for Cdpheid. Alere has a strong POC development pipeline and Abbott will most likely drive it's scale to capitalize on market share. Who is left to buy Cdpheid? Roche? No. Siemens? Still trying g to put pieces together. Hologic? Doesn't fit the portfolio. Danaher? Perhaps, but they tend to get things on the cheap.

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