Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>Does this really impact IDIX now that they have sold this product to their partner?<

Of course it does! Tyzeka/Sebivo is still IDIX’s most important non-liquid asset. If it attains a sales level in the same ballpark as Hepsera and Baraclude—as I think it eventually will—a 15-20% royalty will represent a substantial cash flow and assure IDIX’s profitability.