Idenix Pharmaceuticals (IDIX)

[DewDiligence]

More notes from the MS webcast:

1. Among all the HCV direct antivirals, only Telaprevir, SCH-503034, and NM283 have sufficient safety data to date for the FDA to permit them to be tested with a second unapproved drug. In other words, ITMN-191, HCV-796, and R1626 (among others) are not yet eligible for such combination testing.

2. NVS and IDIX will not ink an exclusive deal with VRTX, SGP, or Roche/ITMN to test NM283 with a PI; rather, they will seek multiple non-exclusive arrangements. (As mentioned above, ITMN-191 is not yet ready for such an arrangement.)

3. In HIV, IDIX plans to test its novel NNRTI candidate with Reyataz, the PI from BMY. This is significant because Sustiva, the drug IDIX hopes to obsolete, cannot be given with a PI.