Idenix Pharmaceuticals (IDIX)

[DewDiligence]

Ladies and gents: it’s time to revise your forecasts. We now know that the PC-negative rate at 12 weeks was 88%. What about SVR12 and SVR?

I’ll break the ice with predictions of 72% and 65%, respectively. (My numbers prior to today’s PR were 80% and 70%.)


Summary of PROVE-1 over/under guesses:

 
                    gofish  Dew dewphl qDot goSeek 
 SVR12**              ??%   72%   ??%   ??%   ??% 
 SVR**                ??%   66%   ??%   ??%   ??%

**Based on original patient pool