[Updated for explicit and implicit guidance on 2Q08 CC.]
HIV / IDX899
7-Aug-2008: Report final PK/PD data for 800, 400, and 200mg doses at AIDS conference in Mexico City. (Preliminary data for these doses were reported in June: #msg-29959114.)
Sep 2008: Report final IDX184 PK/PD monotherapy data for 100mg dose.
Late 2008: Start phase-2 combination study (IDX899+Truvada vs Sustiva+Truvada) in first- and second-line patients.
Late 2008: Partner IDX899 program (#msg-28959639). On today’s CC, IDIX said it is in “advanced discussions with two different groups.”
HCV
Fall 2008: Complete IDX184 SAD study in healthy volunteers and start 3-day monotherapy study in HCV patients.
1H09: File IND for IDX136 and IDX316 protease inhibitors.
1H09: File IND for IDX375 non-nucleoside polymerase inhibitor.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”