Possible Positive Catalysts for Idenix Pharmaceuticals in 2007
(an add to list for Read Me First)
1. Maturation of NM-283 IIb results, initiation of ph III.
2. PK (and later PD) results of rib drug interaction study.
3. IND for HIV drug candidate(s).
4. “Good” Telbivudine revenues.
5. “Good” Valtorcitibine - telbivudine ph II results.
6. EU approval of Telbivudine.
7. Telbivudine approval in China.
8. “Less than expected” VX-950 results
9. Poor results for Roche’s R1626 or VPHM’s HCV-796, the most advanced direct competitors of NM283.
10. Poor results for Viread in HBV.
11. New safety problems or black-box warnings for Baraclude or Hepsera.
12. An administrative breakthrough that leads to the initiation of a study testing NM283 with another experimental agent.
The creation of a thousand forests is in one acorn.