Biotech Values

[DewDiligence]

…it's a question of semantics…

That’s like saying the distinction between Repros Pharmaceuticals and Amgen is just a matter of semantics—after all, both are US-based biotech companies.

…by requiring only 2 versus 3 phosphorylation steps to achieve the active triphosphate enables it to be dosed in such a way to achieve greater levels of the active moiety since there is lower total drug exposure and off target toxicity when bypassing the first phosphorylation step…

This is a highly consequential distinction insofar as the first phosphorylation step is the most inefficient one in vivo and the only one that causes high patient-to-patent variability.

…[IDX184] is simply a more potent version [of NM283] in the sense that the final common pathway is the same…

In your stretching to save an argument, you make yet another misstatement. The active in vivo metabolite of NM283 was a triphosphate analog of cytosine, while the active in vivo metabolite of IDX184 is a triphosphate analog of guanosine.