Biotech Values

[DewDiligence]

> VPHM IDIX Roche – looks like head-to-head battle here with R1626...<

Why do you say that? By any objective measure, IDIX’s NM283 is ahead of both VPHM’s HCV-796 and Roche’s R1626.

>IDIX still hampered by dose limiting toxicity<

Only in the treatment-refractory setting; in the treatment-naïve-setting, the 200mg dose of NM283 has an acceptable tolerability profile and has been selected as the dose to be used in phase-3.

Neither VPHM nor Roche has even begun trials in the treatment-refractory setting, so you don’t yet know whether their drugs will encounter dose-limiting toxicity when they do. Regards, Dew