Idenix Pharmaceuticals (IDIX)

[go seek]

S curve is appropriate...
if Tyzeka mirrors the Baraclude launch

http://en.wikipedia.org/wiki/Sigmoid_function

apparently many think Tyzeka sales will not pick up...
i.e. one reason IDIX @ $2.76...
market has discounted Tyzeka / Sebivo (essentially) approved worldwide, Valtorcitabine in P2, HIV drug in P1, 2nd generation HCV drugs in preclinic, drug discovery engine / strengths of Novartis partnership

IND to be filed on 2nd gen HCV polymerase inhibitor before end of 2007. Data on IDX 899 before year-end. Report @ CROIX in Feb 08

hard to believe we are in August...

Is IDIX a more or less compelling value @ $2.76 / share than it was as an IPO @ about $14 in 2004 and till March 06 traded @$15 - $25?

suppose NM283 was a major driver in valuation... we are told to expect a better drug with 2nd gen IDX 102 and IDX 184