Idenix Pharmaceuticals (IDIX)

[dewophile]

you can control for growth of the overall market by looking at market share

tyzeka in the US has clearly not been hurting baraclude..things might be different overseas and even domestically over time as more data comes in (e.g. the head to head with baraclude)

I'd also like to see endorsement of tyzeka for HIV coinfection in pts not on HAART - theoretical concerns with YMDD mutations are hampering use in these pts in the US, but the canadian guidelines make absolutely no mention of this..if cross-resistance is ultimately proven to not be an issue then this is a slice of the market idix could dominate (and it is not tiny either)