Agree with your post. On nearly every IDIX webcast, someone asks the same dumb question about whether IDIX would consider partnering all of its drug candidates in a package deal. Is it too much to expect that analysts and institutional investors perform a modicum of DD? That’s all it takes to know that NVS has the right of first negotiation on each individual compound in IDIX’s pipeline.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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