Hep C Rivals Nip at Vertex

BOSTON -- It was a strange weekend at the annual meeting of the American Association for the Study of Liver Disease. There wasn't much clinical data presented, at least data of interest to investors. Instead, all of the Wall Street action was taking place in a few hotel conference rooms within walking distance of the convention center.

That's where a small army of hepatitis C doctors were shuttling in and out of hour-long Q&A sessions with buy-side investors eager to hear what's hot -- and not -- in hepatitis C.

Sadly, I'm not allowed into these exclusive meetings. (I tried, trust me.) But thankfully I have some good investor sources in those rooms gracious enough to fill me in on the chatter from some of the world's leading hepatitis C authorities. ...