Biotech Values

[RockRat]

>>IDX184 is a nucleotide prodrug derived from Idenix's proprietary liver- targeting technology.<<

Really? Isn't this the one derived from Metabasis' "proprietary liver- targeting technology?"

http://www.mbasis.com/about/partners.html

Or are those something else still in the pipe (which is possible, but seems redundant)?

If this is MBRX' technology, I'm a little surprised Idenix isn't acknowledging that. Seems tacky to claim all the credit for themselves. Of course, MBRX has also licensed their liver targeting technology to Merck for HCV, as you can see in the above link. So MBRX is definitely acting as arms dealer in this war. Maybe you're not supposed to mention the arms dealer if you're one of the buyers.

Regards, RockRat