Biotech Values

[DewDiligence]

IDIX ReadMeFirst

[Updated tables of holdings by insiders and major
shareholders and info on recent insider transactions.]


What is IDIX’s business all about?
#msg-35391933 IDIX is now a ‘pure play’ HCV company
#msg-38956178 HCV market forecast from Decision Resources
#msg-42212057 Notes from JMP webcast (10/5/09)
#msg-36966276 IDIX’s drug portfolio
HCV synopsis from IDIX website


Valuation and finances
#msg-43361797 Liquidity and cash usage
#msg-43058248 3Q09 financial results
#msg-40217818 Latest financing transaction
#msg-40238356 Musings on the financing transaction
#msg-40353178 Share count for valuation purposes/NVS equity stake
#msg-35710357 Fair market value of Tyzeka royalty stream
#msg-35740500 Status of Tyzeka
#msg-43348620 Table of recent biotech buyouts


News flow
#msg-43254303 2009-2010 clinical goals


Officers, directors, and major shareholders
#msg-38427082 Composition of Board of Directors
Capsule résumés of executive officers (click on a name)
#msg-37998991 NVS, IDIX revise terms of relationship
#msg-43560618 Largest shareholders include NVS and GSK
#msg-43560791 Recent insider transactions
#msg-43558454 Current insider shareholdings


HCV program: Economic rationale and competition
#msg-43361644 HCV: Most Likely to Succeed (IMHO)
#msg-42717806 GILD’s action on GS9190 may be bullish for IDIX
#msg-38956178 HCV market forecast from Decision Resources
#msg-40127105 Up-front payments of HCV partnerships
#msg-29018192 Prevalence and incidence of HCV in the US
#msg-30190435 Devastating risk of undertreating HCV
#msg-34694166 US prevalence of genotypes 1a and 1b
#msg-34797714 Annual sales of ifn-alpha drugs
#msg-36780163 Musings on HCV combination therapy (1)
#msg-36474682 Musings on HCV combination therapy (2)
#msg-34927675 Musings on HCV combination therapy (3)
#msg-34925415 Musings on the future of interferon in HCV
HCV drugs on market and in development


HCV program: IDX184 nucleotide polymerase inhibitor
#msg-43179141 Phase-2 IDX184 trial begins
#msg-39719159 Results of proof of concept monotherapy study
#msg-39720566 Musings on the PoC data (Dew)
#msg-39763035 Analysts’ comments on the PoC data
#msg-43046863 NVS declines to license IDX184
#msg-43102142 Musings on NVS’ decision (dewophile)
#msg-37926378 IDX184 bypasses first phosphorylation step
#msg-26915921 How IDX184 is unlike NM283
#msg-42396728Nucleoside vs Nucleotide


HCV program: IDX375 non-nucleoside polymerase inhibitor
#msg-37246670 EASL 2009 press release
#msg-37315636 EASL 2009 poster presentation
#msg-31043481 2008 PR announcing the IDX375 program
#msg-34334563 Blurb on IDX375 from hivandhepatitis.com


HCV program: IDX316 protease inhibitor
#msg-41526366 Why IDX316 was selected as the lead PI
#msg-37246670 EASL 2009 press release
#msg-37315636 EASL 2009 poster presentation
#msg-31043481 2008 PR announcing the PI program
#msg-36600884 Musings on selectivity of HCV PI’s


HIV program
#msg-35391933 IDIX inks IDX899 partnership with GSK
#msg-43254006 GSK/PFE launch HIV JV (includes IDX899)
#msg-43254262 IDX899 trials completed by GSK or IDIX
#msg-37495719 Expected duration of IDX899 phase-2 trial
#msg-39680718 The New Battle Lines in HIV
#msg-43082174 HIV market data from GILD 3Q09 CC
#msg-35674369 HIV market overview (2007 article from CNNMoney)
#msg-35740500 Musings on Truvada’s patent status
HIV drugs on market and in development
#msg-31175781 HIV incidence in US is higher than previously thought
#msg-35109525 Sustiva (which IDX899 might supersede) sells $1.2B/yr
#msg-31419107 Increased HIV screening will expand market
#msg-33124429 New guidelines to recommend earlier treatment (1)
#msg-36745396 New guidelines to recommend earlier treatment (2)
#msg-37210627 Half of untreated US carriers are in 350-500 CD4 range
#msg-29985830 Design of a late-stage HIV trial


Reference links
http://www.idenix.com/hepc/about
http://www.hcvdrugs.com/
http://www.hivandhepatitis.com
http://www.aidsmeds.com/list.shtml