Timing?











































Vertex is absolutely for sale--for the right price. Not being shopped as a fire sale. But the dance has begun. I've seen it from the other side of the table.

With the current CF-centric portfolio, they are precisely at that sweet spot of mostly potential and bullish outlook that makes a pretty compelling argument to someone with a big pocketbook. For Vertex as an independent entity, the problems are A) the lull between the drop in HepC revenues and any appreciable CF revenues; B) things look good, but if they encounter another bump in the road with the forward portfolio, they're toast. A big company can absorb the risks.
 






Vertex is absolutely for sale--for the right price. Not being shopped as a fire sale. But the dance has begun. I've seen it from the other side of the table.

With the current CF-centric portfolio, they are precisely at that sweet spot of mostly potential and bullish outlook that makes a pretty compelling argument to someone with a big pocketbook. For Vertex as an independent entity, the problems are A) the lull between the drop in HepC revenues and any appreciable CF revenues; B) things look good, but if they encounter another bump in the road with the forward portfolio, they're toast. A big company can absorb the risks.

Great. So if we don't get laid off soon by Vertex we'll get laid off later by the acquiring company. Why are we all still here?!?!??!?!?!?
 
























Great. So if we don't get laid off soon by Vertex we'll get laid off later by the acquiring company. Why are we all still here?!?!??!?!?!?

If you're in infrastructure, HR or sales, you should take the first good opportunity that pops up elsewhere. The target is definitely on your back.

Depending on who does the acquisition, research and/or development will probably get cherry picked and not off-loaded wholesale. You need to ask yourself the hard question of whether you will look like a star and essential to the acquisition company.
 






If you're in infrastructure, HR or sales, you should take the first good opportunity that pops up elsewhere. The target is definitely on your back.

Depending on who does the acquisition, research and/or development will probably get cherry picked and not off-loaded wholesale. You need to ask yourself the hard question of whether you will look like a star and essential to the acquisition company.

How do you define "infrastructure"?
 


















If you're in infrastructure, HR or sales, you should take the first good opportunity that pops up elsewhere. The target is definitely on your back.

Depending on who does the acquisition, research and/or development will probably get cherry picked and not off-loaded wholesale. You need to ask yourself the hard question of whether you will look like a star and essential to the acquisition company.

HR is a sad little collection of overly phony, full-of-themself liars. Can't think of a better target.