Idenix Pharmaceuticals (IDIX)

[gofishmarko]

>>> The CMO leaving though, leaves one to wonder if all is well at IDIX. Is NVS beginning to call all the shots within corporate management? <<<

I agree that it takes more than 2X as much rationalizing to explain the departure of two execs compared to just one. When the third one leaves --- um , let's not go there.

The idea of NVS taking the reins is a definite possibility. Someone at IDIX screwed up with NM283 , as they should have planned for testing triple therapy including riba from day one. JP tells us there's no scientific rationale for an interaction between NM283 and riba. If that's true , then what was the strategic rationale for waiting so long to initiate triple therapy studies ?

It might not be much fun to work at IDIX right now if they're feeling the heat from NVS. Maybe that's why JP sounded a little testy on the recent CCs.