Biotech Values

[DewDiligence]

> VRTX – This data was new: "Researchers reported for the first time today that 8 of 8 patients who received VX-950 and peg-IFN in combination for 14 days have no detectable virus in their blood at the end of 12 additional weeks of peg-IFN+RBV dosing"<

Correct—these 2-weeks-on-2-weeks-off data go beyond the 2-week-on data reported by VRTX in January. But how much more superlative can you get than superlative? If VX-950 has an Achilles heel, it is obviously not the efficacy. That’s why I said today’s PR doesn’t materially alter the competitive landscape, in my opinion.

>…I think this data will make a splash , and it may explain some of IDIX' recent weakness.<

No question on the first part of your sentence, but I’m not sure I agree on the second part. As an IDIX shareholder I’m more concerned about NM283’s own data than I am about VX-950’s.

It helps that NM283 is further along in its development timeline than VX-950 is. This assures that NM-283 won’t have to go head-to-head against VX-950 in any registrational trials.