Biotech Values

[DewDiligence]

Re: IDIX – More musings on what GSK plans to do with IDX899

Do you have a short list of other drugs/co's that GSK could partner/buy to get that third drug to compete in first line therapy?

Very few promising HIV drugs in development are not already owned or licensed by a Big Pharma. Actually, by my count, there’s only one: RDEA806 (#msg-35447718).

Since RDEA806 is quite similar to IDX899, it probably does not make sense for GSK to think about a cocktail that includes both drugs. Hence, the “third” drug in a GSK cocktail will presumably be a drug from GSK’s own pipeline such as the integrase inhibitor in phase-2.

You did not ask what the “second” drug in a GSK cocktail might be, but this is a valid question. The second drug could be Epivir, as discussed in #msg-35779860; however, I’m not convinced that an IDX899 cocktail from GSK has to include Epivir.