AI
Wednesday, October 25, 2006 5:04:00 PM
re: FDA Approves Tyzeka
I'll offer congrats to us IDIX holders , too , since the market doesn't seem to be offering anything. I guess approval was a foregone conclusion for most but I'm still relieved that it's done. If they can execute as well on the sales end as they did on the development end , the SP will take care of itself. ( I think they should angle for a spot on 'Oprah'
I thought the Citi analyst ( thanks for the report , BTW ) was a little harsh on NM283 , but he still had a $12-plus target as I recall , and that was before the formal approval of Tyzeka. I think VX-950 has a better chance than NM-283 of being a paradigm-shifter but assuming both are approved , it's impossible to predict how combo treatments might evolve in actual clinical practice. NM-283 could still be big for IDIX.
I'll offer congrats to us IDIX holders , too , since the market doesn't seem to be offering anything. I guess approval was a foregone conclusion for most but I'm still relieved that it's done. If they can execute as well on the sales end as they did on the development end , the SP will take care of itself. ( I think they should angle for a spot on 'Oprah'
I thought the Citi analyst ( thanks for the report , BTW ) was a little harsh on NM283 , but he still had a $12-plus target as I recall , and that was before the formal approval of Tyzeka. I think VX-950 has a better chance than NM-283 of being a paradigm-shifter but assuming both are approved , it's impossible to predict how combo treatments might evolve in actual clinical practice. NM-283 could still be big for IDIX.
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