Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>Anyone have any comments on McHutchison's comments referencing VRTX's compound. Shortening length of treatment is HUGE, quite an endorsement from McHutchison.<

I think McHutchison’s comments are good spin, but spin nonetheless.

Let me turn this issue around and ask what would happen if VX-950 were not able to shorten the SoC in HCV to 24 weeks?

Answer: it would be one of the biggest flameouts in biotech history.

Until now, the issue has been whether VX-950-based cocktails would be able to shorten SoC to twelve weeks. By touting a 24-week regimen in the VRTX PR, McHutchison is implicitly saying that the 12-week idea is dead.