Good point on the IDIX potential licensing... I am sure that would be a big blow to VRUS should that happen.
From InterMune calls and making a huge speculation I wouldn't be shocked if Roche tries adding a third drug with a new mechanism in the not too distant future (I believe they have their own internal Helicase program). It seems now there are a number of QD candidates in the < 200-300mg range so coformulation may be a bit more practical.