Biotech Values

[DewDiligence]

Addendum re RDEA, IDIX and NNRTI’s for HIV:

What may be more consequential than the lipid profiles of the various NNRTI drugs for HIV are the sizes of the pills. As touted on RDEA’s webcast, the ability to formulate RDEA806 into a tablet where only 20% of the volume consists of excipient is important in pursuing a 3-in-1 Atripla-like pill that includes RDEA806 as the NNRTI component.

IDIX realizes this too, and it’s the main impetus for testing lower doses of IDX899 than the ones tested to date. (This was the subject of a recent quiz on this board.)