Idenix Pharmaceuticals (IDIX)

[go seek]

Yours is a plausible argument...

One could speculate ad infinitum, and that is part of the learning process we all go through.

Perhaps, early on, IDIX thot they could replace ribavirin w/ NM283 and in early 2006 they were thrown a major curve with the GI effects @ higher doses. I dunno. JP does seem to be hedging more lately (last CC) in mentioning use of 400mg dose and speaking of the differences in SVR Europe and US populations.

This is the first time i heard him use the "magic" word for ribavirin, but as i understand it, its mechanism of action is not well understood.

You did see the NVS/IDIX interview from Oct 2005... see link.
http://www.investorshub.com/boards/read_msg.asp?message_id=19225744

In hindsight, it was a mistake not to include riba from the beginning.

283 + peg produced PCR neg of 62% in an earlier study... 24/36 wk correct?.. and was 53% @ 48 weeks.

There has been a change in the CMO... and NM283 has been in development for many years...

The data from the 283 peg riba study is no doubt much anticipated. I remain optimistic that 283 will find its niche in HCV therapy.