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Re: dewophile post# 1611

Wednesday, 08/08/2007 7:00:17 PM

Wednesday, August 08, 2007 7:00:17 PM

Post# of 3757
>>> NVS clearly thinks the program has value, but big pharmas are not always right <<<

An example with some relevance would be the value NVS placed on NM283 , with the result being they overpaid dearly for the 56% of IDIX they now own. They weren't alone in making that mistake , of course , as I can personally attest. :(

Anyone who made the one-day trade on IDIX from yesterday to today -- my hat's off to ya. I thought about it , but , alas...

FBR has a similar sentiment on IDIX as MS , apparently :

Aug 3 2007 Brief - "Idenix Reports Weak Quarter; Few Drivers Ahead; Stock Unlikely to Move Higher"

Healthcare - (Update - MarketPerform)
Idenix Pharmaceuticals, Inc. (IDIX,chart,profile,sec)
by Jim Reddoch, Ph.D.

http://www.fbrdirect.com/Research/ResearchLib.asp?Ticker=IDIX

I don't have access to the full brief.