Biotech Values

[its_the_oxygen]

IDIX – Actually, there is one new minor piece of news: the first paper on IDX375, IDIX’s non-nucleoside HCV polymerase inhibitor, will be presented at AASLD next month.

Another IDIX tidbit from today’s JMP presentation: JP Sommadossi said Sebivo is now selling “extremely well” in Asia, especially China. This bodes well for IDIX’s royalty income from NVS in 4Q08. (Royalties are recorded with a one-quarter lag.)

Thanks Dew. I appreciate that info.

Do you have any ideas what the NVS royalties could amount to, roughly? Just a minimum/maximum range.

BTW, I have to say that you are extremely knowledgable with respect to the markets, especially biotech. You have an ability to interpret and extrapolate biotech data. I cannot help but to ask what you do/did to put bread on the table? I would assume that you work or worked at one time for a pharmaceutical company. Of course, you should not answer me if you are not comfortable doing so.....I am simply curious.

Thanks again, oxy