Jul. 6 at 9:24 PM
Interesting that
$NVO is keeping a decent stake in
$CRNX while letting
$VRTX take the lead.
Feels like Novo may not be as focused on rare disease as the market once thought, or at least not enough to stretch capacity there.
$VRTX at roughly the same mkt cap as
$PFE is notable too. No near-term LOE, but the story still looks heavily CF-driven, with only a little pain exposure.
