Idenix Pharmaceuticals (IDIX)

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ReadMeFirst - Idenix Pharmaceuticals

Updated 21 Apr 07 <<< update

Thoughts for the days ahead...
"I think first of all as we have indicated several times we do not expect any drug drug interaction."
”I think that you can expect very likely a new paradigm shift in the development of new hepatitis C drug." JP Sommadossi

Possible News Flow in 2007
#msg-17992138

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 (2/07)
#msg-18052122 #msg-18531841 CFO David Arkowitz Resigns (3/07) <<< update

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 (1/06)
#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-16968726 Prevalence of HBV by Country
#msg-16968752 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-16672240 Re:"IDIX has gotta be lowballing w/ $20M annual guidance”
#msg-18611641 #msg-18962227 Tyzeka Prescription Data (4/07) <<< update
#msg-17332416 Sebivo Recommended for Approval by EU (2/23/07)
#msg-17536458 Sebivo Approved in China (3/2/07)
#msg-18908687 1Q07 Hepsera sales were $71.3M ($285M annualized) (4/07) <<< update
#msg-18909999 U.S. HBV market is expanding rapidly (4/07) <<< update

HCV
#msg-16968696 HCV Genotypes by Country
#msg-16968683 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)
#msg-18704632 Idenix Reports Results from Two Phase IIb Studies (4/07) <<< update
#msg-18730567 HCV combination treatment with VX-950,
ACH-806 (GILD/ACHN), and NM107 (IDIX) (4/07) <<< update
#msg-18713461 #msg-18710645 #msg-18729879 NM283 combination therapy – comments (4/07) <<< update

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
http://www.hepatitis-c.de/hepace.htm

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-17992252 Possible Catalysts for Idenix (3/10/07)
#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
#msg-18372016 HGS and Novartis are developing Albuferon (4/07) <<< update
#msg-18996293 Intermune Presents Research on ITMN-191 (4/07) <<< update
#msg-18776368 #msg-18849361 VX-950 Results Presented at EASL from PROVE 1 Clinical Trial appears to be the HCV leader (4/07) <<< update

Events

Deutsche Bank 32nd Annual Healthcare Conference
May 2, 2007
Washington, DC

Morgan Stanley 2007 Global Healthcare Unplugged Conference
May 3, 2007
Key Biscayne, FL

Digestive Disease Week 2007
May 19 – 24, 2007
Washington DC
#msg-18910784 IDIX Announces DDW Presentations (4/07) <<< update

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 (all IDIX board participants are invited)
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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