Idenix Pharmaceuticals (IDIX)

[io_io]

"I do know tyzeka has been poorly thought of since day one"

What do you mean by "day one"? And "poorly thought of" by whom? You have seen both bladerunner's and my posts with the old Barraclude analogies, etc.

"so its pointless to harp on something that's of little consequence"

Au contraire, my focus is on the shallow pipeline, not Tyzeka.

"You put it out there with confidence that you know 6 biotechs that are going to do well this year. What are they?"

Well mentioning bladerunner, take SPPI for example, this one is pretty easy. Now where else do you want to go? I think sub $2 or even sub $1 is best. So let me rattle off - I think OPXA, NVD will do some deals. I think DSCO will get FDA approval. And then DNDN - perhaps, or even probably, a slight miss on the endpoint, but the BLA will be filed by July, and the overall package will be compelling, watch out then. I own stock or calls in the above. Then for a sixth, to go really crazy, moments ago I even thought of SPPI's erstwhile partner CTIC, so much sand has been kicked in its face, but look at the rolling NDA, its a sure thing, and they do not want to go B'rupt. Another one at the same price is PTN, and then for a safer choice, CRTX is profitable. Also I think IMGN is a company with serious pipeline, a better value and shorter horizon than IDIX. Sorry that's 9 not 6 and DewD will probably delete as OT anyway.