Idenix Pharmaceuticals (IDIX)

[rkrw]

I was told idix pays 20% of the post marketing studies. But maybe that's not correct.

Either way, there's chatter on cafepharma that the US tyzeka sales arrangement is about to change, i.e. 20 idix reps will become nvs (or let go I suppose). Might be a major deal restructuring coming up soon to help idix with the burn rate. Obvious the $100-120M run rate isn't ideal.