Biotech Values

[mcbio]

Re: IDIX/Potential Suitor

• If NVS’ equity stake falls below 50% due to a new IDIX financing, IDIX will for the first time become a buyout candidate for a prospective suitor other than NVS.

If not NVS, who do you see as the most likely suitor? I was going to say that GSK makes a lot of sense given the partnership for IDX899 and how acquiring IDIX would give them a nice entry into the HCV space. But, I recall GSK acquiring GNLB not so long ago for just this reason. They could still have an interest though.