Idenix Pharmaceuticals (IDIX)

[DewDiligence]

It’s makes sense that Tyzeka is gaining more traction outside the US than inside the US; Lamivudine is still widely used outside the US for economic reasons and Tyzeka is the cheapest of the alternatives.

The sales pitch for Tyzeka in the US is more subtle and requires delving into such matters as safety during pregnancy, cross-resistance, and suitability for HBV/HIV co-infection. In other words, the choice of a non-Lamivudine drug in the US is not simply based on price.