Idenix Pharmaceuticals (IDIX)

[keitern]

Let's say the Tyzeka sales get to be 300 million in the next three years. I think the critical thing for investors is to know ROUGHLY what the rate will be on average. If it is 12-18%, then we are looking at 36-54 million/yr royalties. That should translate to a market cap of about 360-540 million for Tyzeka alone, or $10-$15 per share.

PS: I don't see how the Motley Fool can advise to hold off on investing until more data come in for HCV, HIV etc. Unless IDIX just completely becomes irresponsible with the (presumed) proceeds from Tyzeka royalties in the coming years, IDIX should be a low risk buy here with potential for 5X-10X appreciation.