Biotech Values

[DewDiligence]

> IDIX – 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 like their chances working with NVS to both expand the HBV market and capture substantial share from the existing entrants. They will be detailing against:

1. A good but overpriced drug from a screwed-up company that has lost the respect of almost everyone (Baraclude);

2. A demonstrably inferior drug from a good company (Hepsera); and

3. A drug that has no business still being on the HBV market (Lamivudine).

If I were a sales rep, I would consider detailing Tyzeka a dream assignment. That’s probably why IDIX was able to lure several senior HBV reps from the competition.