Idenix Pharmaceuticals (IDIX)

[gofishmarko]

>>> obviously I'm one of the few who thinks of this data as largely a positive <<<

I do too , but 'positive' like kissing one's sister is a positive. ( My West Virginia fishing buddies would be saying : " Wow !! That good , huh ?!! " )

This is better than an outright negative interaction study that might have shelved NM283 altogether , but it's a disappointment for those who thought it might lead directly to P3 trials. We're back to dose-ranging P2 studies and all the uncertainty and delays that comes with that.

As a whole , I thought they were more straightforward than usual on the CC , especially Mayer. JP still does the used-car sales pitch too often for my tastes. The statement that 72% PCR-negativity was an all-time high for 12 wks. of triple therapy was one example. If you compare the VRTX Prove-1 results to the IDIX results in any reasonable apples-to-apples way , IDIX doesn't come close.

To give JP some credit , he did say all along that he didn't expect a negative interaction but he didn't convince me and I was more or less expecting the worst , based on the earlier replicon study results.

Ugly chart today , on volume. I thought VPHM might get a bump up today but they're down also , as is VRTX.