News Focus
News Focus
Followers 843
Posts 122803
Boards Moderated 10
Alias Born 09/05/2002

Re: read_this_n0w post# 2987

Tuesday, 10/06/2009 8:57:33 PM

Tuesday, October 06, 2009 8:57:33 PM

Post# of 3757

How do you view odds on NVS opt-in [for IDX184]?

go_seek’s 65% number strikes me as reasonable, but I don’t have a strong opinion on this. The reason I don’t is that I’m more concerned with the economics of the IDX184 partnership than I am with the identity of the partner.

Any Big Pharma partner with a presence in infectious diseases would have the intellectual and financial resources to make IDX184 all it can be. For IDIX investors, the main distinction between a partnership with NVS and a partnership with another company is timing: a deal with NVS can be struck at any time, while a deal with another company would have to wait until NVS renders a decision.


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”