Idenix Pharmaceuticals (IDIX)

[flatlander_60048]

The market for IDIX was really on a roller coster today which I think will continue for a while. The preliminary data is out that NMP283 is viable in a triple therapy. I think IDIX and NVS wanted this message out there to prompt a protease inhibitor partner to look more seriously at NMP 283.

It seems like another couple years chasing a triple combination therapy which would likely have have serious competitition when it hits the market would be questionable. However, the data would seemingly help open establish the desire to team with IDIX/NVS to develop a quad combination.

FL