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Re: dewophile post# 762

Sunday, 04/01/2007 11:48:34 PM

Sunday, April 01, 2007 11:48:34 PM

Post# of 3757
Dewophile, you are welcome and very nice response post filled with usable and insightful information about Telbivudine....

I see IDIX as way undervalued and as Dew has pointed out, Novartis owns a ton at $20+ and they are not in the biz of
losing capital to an investment in a company that they are
partners with and have a very sizable stake and interest in.
As a former analyst, and running some variables, projections, and the market in HBV, the pps of Idenix appears well undervalued and though market sentiment has a large part
in the pps, the science should speak loud enough once fully presented to warrant a very nice pps appreciation from these depressed levels imho. HBV is a woldwide major problem and these drugs are very needed and very soon.....take care and thanx for your well thought out post....