add to 1... 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 / launch 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.
13. More positive initiations and upgrades
14. Positive PR from NVS on pipeline
15. New anti-HCV drug candidates that could be complementary to valopicitabine, (Metabasis Therapeutics collaboration)
16. Improved IDIX PR, improved corporate webpage
The creation of a thousand forests is in one acorn.