Idenix Pharmaceuticals (IDIX)

[DewDiligence]

I’ve distributed the PJ report on IDIX to everyone who is signed up on this board for email distribution.

I have two main objections to the report:

1. It’s too soon for PJ (or anyone else) to have more than a token amount of SVR data from the NM283 trial in the treatment-naive setting. The reasoning is laid out in #msg-17335706.

Thus, I find it disingenuous when Rachel McMinn says that relapses are running at 100% according to one of her sources. This 100% figure might be 2 patients out of 2! Without giving the value of n, such an assertion seems designed to alarm rather than inform.

2. The “UND” (PCR-negative) numbers in the third row of the tables for each of McMinn’s four scenarios on page 2-3 are way off, IMO. This is especially true in scenario #3, which she describes as the scenario with no interaction (0% antagonism between NM283 and ribavirin). In this scenario, it makes no sense whatever for the UND values to be lower for triple therapy than for SoC, yet that is what her numbers show at the 12-week time point.

Dew