Idenix Pharmaceuticals (IDIX)

[DewDiligence]

The guidance from IDIX is for Tyzeka/Sebivo sales of $20M during the first 12 months on the market, which is tantamount to guidance of $20M for 2007. When I first heard this, I found it astonishing because Hepsera is selling at an annual run rate of ~$300M and Baraclude is selling at an annual run rate of ~$200M. I still find it astonishing.