Biotech Values

[DewDiligence]

IDIX ReadMeFirst

[Updates:
2010-2011 news flow;
how GSK is planning for an IDX899 “nuke sparing” trial;
revised version of “The New Battle Lines in HIV.”]


What is IDIX’s business all about?
#msg-46036414 Wedbush report (1/19/10)
#msg-45599101 IDIX’s drug portfolio
HCV synopsis from IDIX website


Valuation and finances
#msg-45351175 Liquidity and cash usage
#msg-45620605 Milestone payments from GSK
#msg-46036414 Wedbush report (1/19/10)
#msg-45252157 Musings on valuation (1/7/10)
#msg-35740500 Tyzeka royalty stream worth ~$25M
#msg-43058248 3Q09 financial results
#msg-40217818 Latest financing transaction
#msg-40238356 Musings on the financing transaction
#msg-40353178 Share count for valuation purposes
#msg-40353178 Chronology of NVS’ equity stake


News flow
#msg-48934748 2010 possible/probable news flow


Officers, directors, and major shareholders
#msg-48436650 Composition of Board of Directors
#msg-48436375 Tamar Howson fills open seat on BoD
Capsule résumés of executive officers (click on a name)
#msg-37998991 NVS, IDIX revise terms of relationship
#msg-47147200 Largest shareholders include NVS and GSK
#msg-44704472 Recent insider transactions
#msg-46731440 Current insider shareholdings


HCV program: Economic rationale and competition
#msg-48759801 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 combining agents from different classes
#msg-48546028 Musings on combination therapy vis-à-vis NVS
#msg-34925415 Interferon and the Law of Diminishing Returns


HCV program: IDX184 nucleotide polymerase inhibitor
#msg-47150426 Phase-2a final data from 50mg qD cohort
#msg-39719159 Results of proof of concept monotherapy study
#msg-39720566 Musings on the monotherapy data
#msg-47898926 Abstracts from 2010 EASL
#msg-47954632 Replicon data for IDX184+IDX375+IDX320
#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: IDX320 protease inhibitor
#msg-45598790 Rationale for IDX320 program
#msg-45350536 CTA submitted for ex-US phase-1 trial
#msg-47898926 Abstracts from 2010 EASL
#msg-47954632 Replicon data for IDX184+IDX375+IDX320
#msg-36600884 Musings on selectivity of HCV PI’s


HCV program: IDX375 non-nucleoside polymerase inhibitor
#msg-45350536 Initial data from phase-1 SAD study
#msg-47954632 Replicon data for IDX184+IDX375+IDX320
#msg-37246670 EASL 2009 press release
#msg-37315636 EASL 2009 poster presentation
#msg-34334563 Blurb on IDX375 from hivandhepatitis.com


HIV program
#msg-48883786 The New Battle Lines in HIV
#msg-35391933 IDIX, GSK ink IDX899 collaboration
#msg-43254006 GSK/PFE launch ViiV Healthcare (IDX899 licensee)
#msg-45620605 IDX899 milestone payments from GSK
#msg-47605027 Sustiva (which IDX899 might supersede) sells $1.4B/yr
#msg-47558107 Design of IDX899 phase-2b trials
#msg-48915175 How GSK is planning for a “nuke sparing” trial
#msg-37495719 Anticipated duration of a phase-2b trial
#msg-44790049 GSK starts PK/food trial at 100mg dose
#msg-31925486 Phase-1/2 IDX899 monotherapy data (PR)
#msg-31944395 Phase-1/2 IDX899 monotherapy data (chart)
#msg-46084532 IDX899 paper in Curr Opin Investigational Drugs
#msg-45984817 HIV market data from GILD’s 4Q09 CC
#msg-35674369 HIV market overview (2007 article from CNNMoney)
#msg-34894135 Musings on Truvada’s patent status
#msg-31175781 HIV incidence in US is higher than previously thought
#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
HCV drugs on market and in development
HIV drugs on market and in development
http://www.hivandhepatitis.com