Biotech Values

[mcbio]

IDIX @ Citi Global Healthcare (5/26/10)

1. Per slide 13, IDIX sees the strongest synergy in a pre-clinical DAA combo from a PI+ NS5A inhibitor + a purine nuke. Going from strongest to weakest synergy is as follows:

A. PI + NS5A inhibitor + purine nuke
B. PI + non-nuke + purine nuke
C. PI + pyrimidine nuke + purine nuke
D. PI + NS5A
E. PI + non-nuke
F. PI + pyrimidine nuke

2. IDX320 should treat HCV genotypes 1, 2a, and 4a with a qD dose. However, IDIX expects BID dosing will be necessary for genotype 3a.

3. IDIX has sufficient cash to fund operations into 2H11 and that's assuming nothing on the partnership or milestone front.