Idenix Pharmaceuticals (IDIX)

[gofishmarko]

I think the implication is that the only way they can get to P3 is with triple therapy , and that IDIX might decide to go to the P3 based on the outcome of the current study alone.

I've been wondering why we've never heard anything about SVR rates from past studies of NM283. Now we know -- there weren't any.

If IDIX wants to do a dose-optimizing P2 triple therapy study they better do it pronto. They're going to wake up one morning to find VX950 the new SOC , with the higher approval hurdle that goes along with it. If things are as gloomy as PJ suggests , I bet IDIX will give serious consideration to waiting for VX950 approval , then run the combo polymerase-protease trials that everyone is expecting.

Bummer.