Biotech Values

[DewDiligence]

Non-nukes are not out of the picture but, with the notable exception of VX-222, they’ve dropped a notch or two on the HCV totem pole due to their low barrier to resistance and lack of activity in multiple genotypes.

IDX375 will be available for partnering after IDIX completes the phase-1b monotherapy study, but it’s clearly the least valuable of IDIX’s three HCV compounds in the clinic. I would be shocked if MRK (or someone else) were to license IDX375 without also licensing IDX184 and IDX320.