>Dew, IDIX do the +'s outweigh the -'s? Did you hear anything that soured your view? Sum this up for us non-medical folks.<
I think IDIX is a screaming buy for the reasons I’ve previously posted, and the main value driver is the Telbivudine program in HBV. However, I consider today’s CC, specifically, to be modestly negative due to the revelation of additional challenges for NM283 in the treatment-refractory HCV setting.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”