>My reference to Doug D. slide corresponds to Dew’s slide 25 of 103 [from the 10/27/06 analysts’ lunch]. It includes a couple inferences that might have been too large of a leap. 1st I assumed that the stage 4 2009-2010 time frame was for approval (not filing) which I believe the NVS slides address. I also assumed that NM283 was the furthest along of the nucleoside polymerase inhibitors and therefore was most likely to be the first to be used in the Stage 4 combination identified by the plan (2009-2010 time frame).<
Roger—now I understand what you meant in your previous post. Slide #25 from the analysts’ lunch on 10/27/06 is essentially the same graphic as the one in #msg-15438502 (which was used in an earlier IDIX presentation). It ought not to be taken literally! Regards, Dew
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”