Biotech Values

[Praveen]

IDIX/Katie,

Is n't it a catch 22 for novartis? If they go ahead and license it, they have to pay the money for 200mg dose which might not have the same efficacy.If not the IDIX stock will sink and novartis will lose a big chunk of their investment.

I am glad that you didn't get into the stock. I have seen your IDIX's posts but I was never able to be bullish on the stock nor its prospects after reading about its early efficacy data and GI side effects. I don't like vertex's pumping either. You can see the latest 702 data and the hair cut it has got. But I like Vertex for their best in class HCV data it has got. Apart from the toxicity concerns, vx950 might also have resistance concern in the future,coz of a single mutation or a change in the amino acid of the virus.

Regards,
Praveen