Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>Is it possible to see a dent in Baraclude sales since Tyzeka has become available?<

The rapid growth in the overall HBV market assures that Baraclude sales will continue to increase. Tyzeka’s 4-5% share of prescriptions is obviously having some effect on the other HBV drugs, but not enough to stop them from growing.

Hepsera, too, is growing rapidly; however, its growth will cease when Viread comes to market in 2008 and GILD discontinues promotion of Hepsera.