Idenix Pharmaceuticals (IDIX)

[gofishmarko]

I'm not sure that was the exact quote , but my interpretation of that discussion was that JP was saying that for polymerase / PI combo therapies , any approved polymerase inhib. will be combined with any approved PI , with not much chance that one particular combo would be dominant. Thus IDIX can do a combo study with the first PI that comes along , and the companies with PIs should look to IDIX first since they're furthest along with their polymerase (NM283).

JMO of what I think he meant. With JP , you get very little elaboration on most topics , and what little you get is sometimes indecipherable.