Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>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.<

If that’s what PJ meant, they sure weren’t clear. Testing triple therapy (NM283+pegifn+riba) in phase-3 is no big deal—it’s exactly what JP has been saying IDIX will do, provided that the drug-interaction study shows no problems.

If IDIX and NVS are seriously considering another phase-2 trial using triple therapy, I would consider that egregious non-disclosure because all prior guidance has been that this regimen will be tested only in phase-3.