Idenix Pharmaceuticals (IDIX)

[Jonathan Robinson]

I sold my speculative long option position at minor gain after the open. I sold my long shares at break even for the day and close to break even overall. I lost a bunch of money keeping short puts out. Today's news removed one worry but added others - I personally still think the overall numbers in all arms were so high that it would have been very high to get much higher difference. I also think the 20% difference at the midpoint check and >10% change at week 4 will hopefully cause a re-gapping out when SVR data are known.

Jon