Biotech Values

[DewDiligence]

IDIX’s data releases today were final data from studies where interim data were reported at EASL last spring, and there were no surprises.

I’ve just finished listening to the 2-hour IDIX presentation for analysts, which included talks by the principal investigators for the Tyzeka GLOBE study and the NM283 phase-2b treatment-naive study.

I strongly recommend the webcast—the talks were an excellent overview of HBV and HCV treatment, present and future, and the analyst’ questions were surprisingly sharp.

Will post notes on the presentation later today.