Biotech Values

[DewDiligence]

IDIX update from JPM: Contrary to what I previously posted, IDX320 is not the same drug as IDX316; rather, IDX320 is a more potent protease inhibitor with the same macrocyclic structure.

While IDIX was talking about IDX316 to investors last year, IDX320 was lurking as the backup compound. Perhaps IDIX never mentioned IDX320 to investors until this week to keep the competition off guard.

JP Sommadossi expects IDX320 to be effective at a daily dose* of only 50-400mg. By comparison, the daily doses of Telaprevir and Boceprevir are 2250mg and 2400mg, respectively.

I’ll post more notes on the JPM webcast later.

*qD vs BID dosing is to be determined; the half-life is 8-10 hours.