Idenix Pharmaceuticals (IDIX)

[DewDiligence]

Size of HIV market in Europe’s Big-5 countries:

There are now 250K patients in France, Italy, Spain, Germany, and the UK on HIV therapy and this number is growing at approximately 10% per year. Compared to the US HIV market, this is half the corresponding number of patients and about the same growth rate.

Much of the HIV in Europe's Big-5 countries is derived from migrataion out of Eastern Europe.

Source: 4Q07 GILD CC