CEO JP Sommadossi said on today’s Oppenheimer webcast that IDIX began partnership discussions in June after IDIX reported data from the 200mg cohort (#msg-29959114). In September, when IDIX reported data from the 100mg cohort (#msg-31925486), additional prospective partners joined the discussions.
Why so much emphasis on the precise dose? Because the prospective partners want to coformulate IDX899 with their own HIV drug(s).
IDIX continues to guide for a partnership announcement before year-end.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”