Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>crazy growth and no reason, I trust, that Tyzeka/Sebivo cannot share in that ramp up.<

That’s my premise for being long IDIX. Regards, Dew

p.s. I don’t have an opinion about TMTA other than to say that I doubt there’s much residual value beyond the INTC payoff. I would think—but this needs to be checked—that the amounts in the PR are net of attorneys’ contingency fees because otherwise those fees should have been disclosed.