Someone else liked the IDIX presentation at JPM yesterday, evidently.
I thought it the presentation was very impressive, albeit difficult to follow for investors without a technical background in the antiviral arena. JP Sommadossi often speaks as though his audience is a group of medicinal chemists, and his thick Marseille accent doesn’t help.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”