Biotech Values

[DewDiligence]

IDIX – Have you heard of this Web site Dew?

Never heard of it until now.

Any opinions?

The piece you posted sounds a lot like what I recently posted about IDIX on this board, which means I concur except for a few minor quibbles. For instance:

“The move also means Idenix will be even more sharply focused on hepatitis C…”

Although technically true, this passage leaves the impression that IDIX still has some activities outside of HCV. In fact, they don’t—as a consequence of the IDX899 deal with GSK, IDIX is now a pure play in HCV.