Biotech Values

[DewDiligence]

IDIX:

it sure would be nice to have the option to license [IDX320] drug if you license IDX184.

Indeed it would, and this has positive and negative ramifications for IDIX investors. Positive: the IDX184+IDX320 pairing could well comprise the best direct-antiviral combination in the entre HCV arena; negative: the IDX320 development timeline is about 1.5 years behind the IDX184 development timeline, and hence a prospective partner opting to license both drugs (and perhaps also IDX375) might hold off on a license for IDX184, thereby depleting IDIX’s financial resources.