Idenix Pharmaceuticals (IDIX)

[dewophile]

I think it reflects no value for the discovery engine and minute value for telbivudine given its commercial performance to date

both can be squashed in 6-8 months with 1) positive HIV data and 2) accelerating sales of tyzeka/sebivo..but it will take some time, and until then I have no clue what near-term share price will do (although I agree it seems unlikely to go down much further from here unless tyzeka sales grossly dissapoint)