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Re: dewophile post# 243

Friday, 01/12/2007 10:09:54 PM

Friday, January 12, 2007 10:09:54 PM

Post# of 3757

The NVS Investor pipeline update in Nov suggests that NM283 would not be filed until 2010 or later.

http://www.novartis.com/downloads_new/investors/pipeline/Planned_filling_2007_to_2010.ppt#1

This seems to have been at least a year later than the timeframe alluded to by Doug Dietrich at the investor lunch (Slide 13). What changed in the month following the investor lunch to push back the anticipated filing date. During the NVS pipeline conference I believe albuferon was described as the company's stongest treatment candidate (not an exact quote). Is it likely that NM283 is being considered primarily for use in combination with protese inhibitors or albuferon, thus the change in the anticipated filing dates?

I know you guys are pretty sharp on this subject, so please excuse me if these questions are way off base or easily explained.

Also, does anyone have more information on the senior VP who exited Idenix today?

Thanks
FL
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