Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>This entire aspect of treatment for HBV is about as clear as mud to me.<

It might help if you would specify exactly which aspects of the competitive landscape you find unclear.

If you consider Viread and Hepsera to be one drug (as discussed in the previous post), then the picture is not really that complicated. As Lamivudine fades away, there are only three HBV drugs of any real consequence: Baraclude, Tyzeka, and Viread/Hepsera. (Clevudine could eventually become a fourth, but it won’t be on the market for at least a few years.)