Idenix Pharmaceuticals (IDIX)

[go seek]

Ok... on 7 Jun we heard again from the company (JP)
Bear Stearns Confab

IMO... JP was upbeat in his last call, he seemed relaxed and "in control"

reference #msg-1090
After listening to the CC, have your odds on a drug drug interaction changed @ all... or what is your "gut" feeling?

It is my understanding IDIX and NVS are studying at least 5 or 6 criteria to determine if NM283 will be moved forward (to Phase 3 clinical trials)


Would you go 10% probability on a meaningful drug interaction?

and if there is no interaction... the 10% difference should be a slam dunk, given past studies of NM283 and Peg produced 62% PCR- (what curve balls am i missing in my analysis?) : )

what do you think the odds are that NM283 goes to P3?

I say 91%... don't ask me why not 90% or 92% (i am smiling : )