Idenix Pharmaceuticals (IDIX)

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ReadMeFirst - Idenix Pharmaceuticals

Updated 9 Mar 07 <<< update

Possible News Flow in 2007
#msg-17763628 <<<

Idenix Pharmaceuticals Leadership Bios and Interviews
http://www.faccne.org/bios/sommadossi.htm Jean-Pierre Sommadossi, Ph.D. Chairman and Chief Executive Officer
#msg-16057922 Douglas Mayers, M.D. Exec. V P & Chief Medical Officer
#msg-16361002 Guy MacDonald, Exec. VP, Operations
http://www.pharmexec.com/pharmexec/article/articleDetail.jsp?id=197775
J P Sommadossi and Thomas Ebeling (Novartis CEO) interview
#msg-16642250 Leadership and Governance (Feb 07)

News / Stock info – Depth LII – Options- Charts- Company Profile
-SEC filings- Historical Prices
http://www.investorshub.com/boards/quotes.asp?ticker=&qm_page=92466&qm_symbol=idix
#msg-16221733 Idenix Investor Center
#msg-16293130 Link to News
http://stockcharts.com/charts/gallery.html (type in idix @ right, click on Go)
http://clearstation.etrade.com/cgi-bin/details?Symbol=IDIX
#msg-16478139 Institutional Ownership Summary
#msg-16549213 NASDAQ Monthly Short Interest
#msg-16954517 Technical Analysis
#msg-17414738 More Technical Analysis

Idenix Pharmaceuticals Product Pipeline
http://ir.idenix.com/phoenix.zhtml?c=131556&p=irol-productpipeline
#msg-16422978 Galapagos - Idenix to Collaborate (Jan 2006)
#msg-14316386 Strategic Collaboration To Enhance HCV Pipeline (10/26/06)

Valuation and finances
#msg-11390216 Economics of NVS Collaboration
#msg-17536711 Latest Financial Results (rock-solid balance sheet) (3/2/07)

HBV
#msg-15127120 Prevalence of HBV by Country
#msg-16091429 HBV Market Share
#msg-14283481 FDA Approves Tyzeka
#msg-14403420 When Tyzeka resistance matters & when it doesn’t (10/30)
#msg-16882668 Question on Tyzeka resistance (2/8/07)
#msg-14404551 Baraclude vs Tyzeka
#msg-16480637 4Q06 Baraclude Sales
#msg-16206901 Tyzeka vs Hepsera, Part Deux
#msg-14548291 Nucleoside vs Nucleotide in HBV
#msg-16954558 HBV Resistance Determination - Telbivudine (EASL 2006)
• Tyzeka/Sebivo Sales (facts and opinions)
#msg-16357377 The Rise of Tyzeka (1/20/07)
#msg-16670487 4Q06 Hepsera Sales: $66M, +29% year-over-year (1/31/06)
#msg-16672240 Re:"IDIX has gotta be lowballing w/ $20M annual guidance”
#msg-17615921 Tyzeka Prescription Data (2/23/07)
#msg-17332416 Sebivo Recommended for Approval by EU (2/23/07)
#msg-17536458 Sebivo Approved in China (3/2/07)

HCV
#msg-15460498 HCV Genotypes by Country
#msg-15438502 HCV Treatment Evolution 1989-2015
#msg-12244651 Dr Pockros on NM283 and other HCV drugs
#msg-16757660 Polymerase-protease-soc combo discussion (2/2/07)
#msg-16715663 PROVE-3 trial and other matters (2/2/07)
#msg-15457506 Regimens including two direct antiviral agents (12/11/06)
#msg-16718498 Combination trials (2/2/07)
#msg-13614225 Design of NM283 Drug-Interaction Study
#msg-14707034 Proposed NM283 P3 Trial Design
#msg-15773693 HCV Overview
#msg-16401794 NM283 Non-Responder Trial – DDW (May 06)
#msg-17651422 Vertex vs. Schering-Plough: Hepatitis C Protease Inhibitors (3/5/07) <<<

Educational links
http://www.hepatitisdoctor.com/
http://www.hivandhepatitis.com/
http://www.hepfi.org/ Hepatitis Foundation International
#msg-16942681 National Institute of Health Video Casts

HIV
http://www.idenix.com/hiv/drug.html
#msg-16566112 IDX-989 and IDX-899- NNRTIs for HIV
#msg-17527610 Pre-Clinical Results IDX-989 and IDX-899 (3/1/07)

Opinions
#msg-16842305 Morgan Joseph Reports Online
#msg-16683924 HCV Report from Susquehanna (1/31/07)
#msg-16132342 JPM Slides – (1/9/07)
#msg-16148131 dewophiles’s JPM notes
#msg-15772835 Possible Catalysts for Idenix (12/23/06)
#msg-15062604 Barron’s questions valuation disparity between VRTX and IDIX (11/25/06)
#msg-14371716 Rebuttal to Werber’s Report (10/29/06)
#msg-17330970 Piper Jaffray Report (2/23/07)

Investor Presentations and Notes
#msg-16876641 Merrill Lynch CC – (2/8/07)
#msg-16355313 Listen & Learn Now - Investor Presentations
#msg-16954582 Another link Past Presentations & Earnings calls
#msg-14353425 IDIX Pre-AASLD and 3rd Qtr ‘06 CC notes (10/27/06)
#msg-17566003 Transcript 4th Qtr ’06 CC (3/02/07)
#msg-17577131 4th Qtr ‘06 Q&A Session by Subject (3/02/07)

Existing and potential competition
#msg-16833717 Vertex nears Hit or Miss (2/6/2007)
#msg-16594784 Vertex VX-950 Info from Prudential report (1/29/07)
#msg-15530453 Latest VX-950 results including Dr. Boger’s view
#msg-15618876 VX-950 rash and dosing regimens
#msg-13214528 HCV Therapies in Development (Nature Reviews/Drug Development)
#msg-17414955 HBV pipeline link – Companies & drugs
#msg-16293618 HCV pipeline links – Companies & drugs

Events

SIG Healthcare Conference
March 1, 2007
New York City

Cowen and Company 27th
Annual Health Care Conference
March 12-15, 2007
Boston, MA

European Association for the Study of the Liver (EASL) - #msg-16609011
April 11 - 15, 2007
Barcelona, Spain

Digestive Disease Week 2007
May 19 – 24, 2007
Washington DC

Annual Meeting of the American Association for the Study of Liver Diseases
November 2 - 6, 2007
Boston, Massachusetts

HepDART 2007
Co-Chairs: Drs. Schinazi, Sommadossi, Rice
Ritz Carlton Kapalua, Maui, Hawaii
December 9-13, 2007

Board Surveys on IDIX – click on Surveys in Menu
1. Tyzeka/Sebivo 4Q06 Global Sales (12/15/06)
2. Prediction - High / Low for IDIX 2007 (12/16/06)


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