Biotech Values

[mskatiescarletohara]

IDIX---Praveen.

I'm curious if NVS will follow through and license IDIX's drug now given the 800 mg side effects. NVS/IDIX moved the time table forward for licensing the HCV drug to the end of March. IDIX is counting on NVS to fund the upcoming pivotals. I want to interpret yesterday's PR as a signal the deal may be pending until further data from the Phase IIb studies are analyzed, the 200-400mg dosing will be scrutinized now for side effects and efficacy.

Wait till VRTX starts their Phase II studies of their 750 mg nuke. I'm amazed at VRTX's ability to pump 12 week data to Wall Street, I suspect VRTX's HCV wonder drug will have some 'issues' too after Phase II begins.

katie....