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Apropos Short Interest: There was a significant decrease.....
Prior Month - 2,932,900
Now - 1,325,600
If data on 184 looks good to NVS, would you expect a buyout in early 2010....or later in the year after more data comes in from IDIX other HCV molecules? What is the consensus on the timing of a buy out "if" it were to happen?
I've been holding for over 3 years so my cost average is pretty high......
Thanks.....I too added a considerable amount more at $2.80
Just curious....how do you read the data from the site you provided the link to? specifically...short squeeze ranking? IDIX has a list value of -61.
Thanks in advance.....
CTIC
Has anyone been following this company? I'm hoping someone can provide a synopsis of this issue. It appears that the company is expecting a rruling by the FDA on or before August 24 apropos the compound called Pixantrone, a phase III trial molecule for non-Hodgkin lymphoma.
The number of shares outstanding and the current market cap looks odd to me given the pipeline, but perhaps I am missing something. Any clue if the executive management team is legit?
Thank you in advance for your time and consideration......Rich
RS Question
I'd like to add a few more shares to my position, but I am concerned about GTCB getting delisted for not meeting the NASDAQ requirements. Is there a significant probability of a RS for this company? Any and all guidance is very much appreciated.....been hold this stock for years....same with IDIX....
Rich
Thank you for your time, generosity and consideration. Prosper and live long (in the correct word order) Rich
regarding Tyzeka sales
This data looks pretty unimpressive to me. Flat growth over the last three months is not what I expected to see. I am curious as to the cause of such slow growth. Oh well, only time will tell. Best Regards
IDIX results for NM 283
I’m very encouraged by these results, and expect NVS to step up to the plate and continue to support IDIX in the further development of this drug candidate. IMHO, the safety data looks promising enough to initiate P3 testing, IMHO. Any one agree?
Thanks gentlemen for your kind responses. BTW, may I ask you both (DD & GO Seek) what your predictions were? Did you predict the 10% that NVS & IDIX were looking for?
Best Regards!
DD or Go seek
"If NM283+SoC can beat SoC by 10 percentage points in PCR-negativity, NM283 is back in the game".
I think when I completed this poll, I predicted 55%. Please refresh my memory, when will IDIX have results they will share with the investment community including us?
Thank you for your consideration!
IDIX - short interest
go seek - sorry for the delay in responding to your inquiry. It is my conjecture that after a large chunk of short positions have been closed out that the some of the underlying pressure keeping this issue in he single digits will finally abate. This being said I fully admit to being a novice and therefore suggest you disregard this response to your question. Go IDIX longs!
IDIX - Short interest this month "should" continue to go down - any idea when we will see the latest numbers?
Tyzeka prescriptions
Why is IDIX management unwilling to provide more guidance apropos Tyzeka in the US and Sebivo (ROW)?
IDIX CC:
I'm having a hard time hearing "some" of these guys. Anyone else?
I was thinking of doing the same. Congrats. I'm a little disappointed with this issue, but in 12 months think the picture will be much brighter.
Go seek,
I agree with you on many points. I wish I had more $ to invest in IDIX at this pps. I wonder how NVS must feel giving they paid over $20/share last year. Oh well, back to work.
Good luck longs, hang in there!
Assuming the growth rate for New Rx's is linear, I come up with a date of January 30th to hit 10%. But hey, I thought this was a good buy at $11 and change. :)
Re: Yaron Werber on IDIX
And just think, some investors pay to have these firms hire specialist to follow these companies and write reports based on their findings. Did this sad individual forget to do his homework? What a shame or should I say sham?
SEBIVO (R) for China
Once SEBIVO is approved for China, how will NVS/IDIX make a fair profit on selling this drug into a region where that average wage is $55-$85/month for the average worker? Will the Chinese Government pick up the bill for this drug, or will the common Chinese worker be expected to pay for the drug?
Perhaps I should have researched this aspect before I became a IDIX shareholder.
TIA
George Soros sells IDIX holdings
http://www.gurufocus.com/news.php?id=4674
Thanks for sharing. It so happens I got the flu in the last 24 hours and your information will help. I was vaccinated in October, but maybe I got a different strain. I cannot seem to keep my fever below 101. Been hovering around 102 all day today. Stay healthy, this one is awful....
Holding.....
I like the majority here feel IDIX is still grossly undervalued. I starting buying last April and will hold onto all my shares (9590) until such time that the PPS exceeds fair market value, which quite honestly I have not yet defined. I believe IDIX's value excluding the HVC program and HIV program is greater than $20 IMHO.
Does anyone else feel the same regarding my valuation of IDIX'S HVB program?
TIA
Rich
OT - On a lighter note
Only in Louisiana - you have to love this lawyer - It's too good not to share!
Everyone who has ever bought a house will enjoy this.
A New Orleans lawyer sought an FHA loan for a client who lost his house in Hurricane Katrina and wanted to rebuild.. He was told the loan would be granted if he could prove satisfactory title to the parcel of property being offered as collateral. The title to the property dated back to 1803, which took the Lawyer three months to track down. After sending the information to the FHA, he received the following reply:
(Actual letter):
"Upon review of your letter adjoining your client's loan application, we note that the request is supported by an Abstract of Title. While we compliment the able manner in which you have prepared and presented the application, we must point out that you have only cleared title to the proposed collateral property back to 1803. Before final approval can be accorded, it will be necessary to clear the title back to its origin."
Annoyed, the lawyer responded as follows: (Actual Letter):
"Your letter regarding title in Case No. 189156 has been received. I note that you wish to have title extended further than the 194 years covered by the present application. I was unaware that any educated person in this country, particularly those working in the property area, would not know that Louisiana was purchased, by the U.S., from France in 1803, the year of origin identified in our application. For the edification of uninformed FHA bureaucrats, the title to the land prior to U.S. ownership was obtained from France, which had acquired it by Right of Conquest from Spain. The land came into the possession of Spain by Right of Discovery made in the year 1492 by a sea captain named Christopher Columbus, who had been granted the privilege of seeking a new route to India by the Spanish monarch, Isabella.
The good queen, Isabella, being a pious woman and almost as careful about titles as the FHA, took the precaution of securing the blessing of the Pope before she sold her jewels to finance Columbus ' expedition. Now the Pope, as I'm sure you may know, is the emissary of Jesus Christ, the Son of God, and God, it is commonly accepted, created this world. Therefore, I believe it is safe to presume that God also made that part of the world called Louisiana. God, therefore, would be the owner of origin and His origins date back to before the beginning of time, the world as we know it AND the FHA.
I hope you find God's original claim to be satisfactory. Now, may we have our damn loan?"
He got the loan.
Results for the Future of HCV Treatment (10/21/06) Survey
Was VRTX a choice in this survey regarding who might be a current investor? With future HCV treatments "most likely" being a cocktail of the different drug classes, I continue to be fascinated as to why investors continue to value VRTX so much. A single therapy drug is very unlikely (IMHO).
OT-SOFO
RTQ $3.92 - Any comments? I've sold 100% of my position that I took up last December and will keep an eye on this one down the road.
VRTX
RTQ $42.80.....a short potential yet?
Here perhaps is a dumb question, but one that I always wondered about but never asked.
If an analyst/Research Firm "up grades" a stock to a Strong Buy, can folks monitor weather or not that firm starts selling on the up grade while telling everyone else that they recommend buying?
Likewise, when that same firm down grades a stock, can they be monitored for buying activity as the pps goes down on the down grade?
Does the Gov/Sec monitor such activity?
TIA
VRTX valuation
Again with VRTX valuation for being so high, would this now again be a potential "short" candidate?
Are there any VRTX shareholders out there reading this board?
TIA
Dew,
Consider it a compliment! Yahoo Financial message boards have very little value these days. Just not worth reading IMHO.
Consistent with your "efficient-market hypothesis"!
Q3: What will be the closing price of IDIX on 11/1/06 if the FDA approves Telbivudine?
a) $13 or more
b) $11.00-12.99
c) $9.00-$10.99
d) $7.00-$8.99
e) Less than $7
Right now with 24 hours to go, the answer will most likely be "D", $7.00 - $8.99. Not one person predicted this result.
One great buying opportunity IMHO!
Thanks for the explanation. I guess I need to read up more on immunology/physiology.
Have you looked at SOFO lately? It's had a nice run since last December....
I haven’t kept up the SOFO I-Hub board due to lack of quality time. My wife has been on strict bed rest with a complete a complete placenta previa and placenta accrete and I’ve had my hands very full these last 4 months.
VRTX & IDIX and HCV studies
Perhaps I missed something, but why wouldn't the FDA request both VRTX and IDIX use the same metrics - assay cutoffs in their studies. If I read correctly, VRTX results are based on a cutoff of 10 IU, while IDIX results are at a cutoff of 20 IU. This to me seems very significant.
TIA
Idenix Pharma downgraded by Friedman Billings
Doesn't make much sense to me, but what do I know, I'm averaged at $11.45.....
Idenix Pharmaceuticals Announces Strategic Collaboration To Enhance Hepatitis C Pipeline
http://biz.yahoo.com/prnews/061026/clth531.html?.v=21
CAMBRIDGE, Mass., Oct. 26 /PRNewswire-FirstCall/ -- Idenix Pharmaceuticals, Inc. (Nasdaq: IDIX - News), a biopharmaceutical company engaged in the discovery, development and commercialization of drugs for the treatment of human viral and other infectious diseases, today announced a two-year research collaboration agreement with Metabasis Therapeutics, Inc. Under the terms of the agreement, Metabasis' HepDirect(TM) liver-targeted technology will be applied to proprietary Idenix compounds to develop second-generation nucleoside analog drug candidates for the treatment of hepatitis C.
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"We are committed to expanding our pipeline with new anti-HCV drug candidates that could be complementary to valopicitabine, our lead drug candidate being developed for the treatment of hepatitis C, through an active internal discovery program as well as external collaborations," said Jean- Pierre Sommadossi, Ph.D., chairman and chief executive officer of Idenix. "This collaboration provides the opportunity to apply Metabasis' HepDirect technology to our nucleoside discovery program - a combination that will hopefully yield a second-generation nucleoside analog candidate for the treatment of hepatitis C."
Under the terms of the agreement, Idenix will provide $2.0 million in an upfront payment to Metabasis. If a lead is identified, Idenix will assume development responsibility and Metabasis will be eligible to receive payments upon achievement of predetermined preclinical and clinical development and regulatory milestones. For any resultant marketed products, Idenix will retain full commercial rights and pay Metabasis a royalty on net sales.
My speculation at this time is IDIX continues to see potential with Valopicitabine (NM283) but is continuing to pursue other applications of introducing the drug.
IDIX
Am I missing something? Within the next 2-3 weeks, IDIX most likely will get the go ahead/approval of its first drug candidate, telbivudine for treatment of Hepatitis B. Yet the interest level from the investment community "appears" not to see the true value of this achievement, a non-event type attitude.
Have I miss something?
BR
urche....funny, thanks for the laugh!
I added 1000 more shares today. I'll continue to buy at these levels as the the ROI will be very nice in the years to come.
BR Rich
Pliva?
Telbivudine Approved in Switzerland for Chronic Hepatitis B
This is great news for all those suffering from the Hep B disease. IMHO, China needs to push this approval hard. I have several coworkers in our Shanghai office whom suffer from this illiness.
Thursday September 21, 1:15 am ET
CAMBRIDGE, Mass., Sept. 21 /PRNewswire-FirstCall/ -- Idenix Pharmaceuticals, Inc. (Nasdaq: IDIX - News), announced today that the Swissmedic has approved telbivudine as a new treatment for chronic hepatitis B (CHB) in compensated patients with evidence of viral replication and active liver inflammation. Telbivudine is a single pill taken orally, once-a-day, with or without food to suppress replication of hepatitis B virus.(1)
We are committed to improving the therapeutic options for patients with viral diseases with new drugs, such as telbivudine," said Jean-Pierre Sommadossi, chairman and chief executive officer of Idenix. "For Idenix, this is a major milestone as it is the first approval of Idenix's first drug candidate, telbivudine, in a European country, just 6 years after it entered clinical development. Having achieved this milestone is an inflection point in Idenix's evolution to a fully integrated pharmaceutical company."
A new drug application was submitted by Idenix with the United States Food and Drug Administration (FDA) in late 2005 and is currently under review. Regulatory applications were submitted by Novartis in 2006 in a number of regions including the European Union, Canada, Australia, Switzerland, Taiwan, South Korea and China seeking marketing approval of telbivudine for the treatment of CHB. Telbivudine will be called SEBIVO® in Switzerland.
Safety Information About Telbivudine
The diverse nature and rate of occurrence of adverse events were similar between telbivudine-treated patients and lamivudine-treated patients. The most common adverse events for telbivudine and lamivudine, regardless of attributability, were upper respiratory infection, headache, fatigue and nasopharyngitis.
Grade 3-4 serum ALT elevations were more common in lamivudine-treated patients compared to telbivudine after week 24. Grade 3-4 creatine kinase (CK) elevations were more common with telbivudine compared to lamivudine by week 52.
Severe acute exacerbations of hepatitis B have been reported in patients who have discontinued anti-hepatitis B therapy. Hepatic function should be monitored closely with both clinical and laboratory follow-up for at least one year in patients who discontinue anti-hepatitis B therapy. If appropriate, resumption of anti-hepatitis B therapy may be warranted.
About Chronic Hepatitis B
Approximately 350 million people worldwide are living with CHB,(2) a virus which affects the liver, and is 50 to 100 times more infectious than the human immunodeficiency virus (HIV).(2) Hepatitis B is the second most common cause of cancer after smoking,(2) and each year an estimated 1.2 million people worldwide die from hepatitis B-related chronic liver disease.(3)
Idenix/Novartis Collaboration
Telbivudine is being developed in collaboration between Idenix and Novartis Pharma AG under a development and commercialization arrangement established in May 2003, along with another hepatitis B clinical product candidate, valtorcitabine. The collaboration arrangement further provides that Idenix and Novartis will co-promote telbivudine and valtorcitabine and other product candidates that Novartis has licensed, upon successful development and approval, in the US, France, Germany, Italy, Spain and the UK. Novartis holds the exclusive license to commercialize telbivudine and valtorcitabine in the rest of the world. In March 2006, Novartis expanded its collaboration with Idenix to include valopicitabine, an investigational agent for the treatment of chronic hepatitis C.