Biotech Values

[DewDiligence]

IDIX update on HIV program: On today’s Cowen webcast, CMO Doug Mayers disclosed for the first time the outline of GSK’s planned phase-2b program for IDX899. It will consist of three parts:

• A first-line trial of IDX899+Truvada vs Sustiva+Truvada.

• A second-line trial of IDX899+Truvada vs Intelence+Truvada

• A “nuke sparing” trial that tests IDX899 + S/GSK1349572 (GSK’s integrase inhibitor: see item #3 in #msg-46937747) against an undisclosed (probably not yet known) comparator.

The first two trials above are expected to start in mid 2010; the nuke-sparing trial is expected to start later in 2010.