Idenix Pharmaceuticals (IDIX)

[go seek]

agree the delay is not positive...

yet I expect IDIX and NVS are extremely pleased there was no drug drug interaction... i.e. the NM283 program goes forward.

If combination studies (quads) are initiated, NM283 has a potential role.

We agree that the market has discounted NM283 to near zero. The question remains... Is IDIX significantly undervalued given its HBV product, HIV HCV pipeline, finances, and discovery engine (partnership with Novartis)?

I think so ...
(perhaps i am blinded)