Idenix Pharmaceuticals (IDIX)

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Update- Possible Catalysts in 2007

1. Maturation of NM-283 IIb results, initiation of ph III
2. PK (and later PD) results of rib drug interaction study
3. IND for HIV drug candidate(s)
4. “Good” Telbivudine / launch revenues
5. “Less than expected” VX-950 results
6. Poor results for Roche’s R1626 or VPHM’s HCV-796, the most advanced direct competitors of NM283
7. Poor results for Viread in HBV
8. New safety problems or black-box warnings for Baraclude or Hepsera
9. An administrative breakthrough that leads to the initiation of a study testing NM283 with another experimental agent
10. Preliminary P2a data on IDX-899 (HIV) by late 2007
10. More positive initiations and upgrades
11. Positive PR from NVS on pipeline
12. New anti-HCV drug candidates that could be complementary to valopicitabine, (Metabasis Therapeutics collaboration)
13. “Good” Valtorcitibine - Telbivudine ph II results.

* acheived to date
telbivudine recommendation by CHMP (EU Approval fait accompli)
telbivudine approval in China