Idenix Pharmaceuticals (IDIX)

[DewDiligence]

Hepsera growth is largely being driven by use in the second-line setting, following resistance to first-line treatment with Lamivudine or Baraclude. (Source: GILD MS webcast)

Baraclude does not work well in Lamivudine-resistant patients (#msg-18783113), so it has not been a significant player in the second line. However, Tyzeka / Sebivo could take some of the second-line Hepsera business.