Biotech Values

[mcbio]

IDIX - 2Q10 call

http://ir.idenix.com/phoenix.zhtml?c=131556&p=irol-EventDetails&EventId=3237060

Dew, have you listened to the call yet? Clearly September is going to be a very busy month for IDIX with the reporting of data from the IDX184 Phase 2a study, the IDX320 Phase 1/2 3-day study, and the 184/320 Phase 1 2-week PK study. Management guided for the reporting of all three data sets in September.

I am very curious about the caller asking around the 32-minute mark of the call about any side effects seen at higher dosing cohorts in the 184 Phase 2a study compared to lower dosing cohorts. Management states that they don't believe there are any side effects that appear to be dose-related, but there is also mention that there were "no further creatinine elevations since the 100mg cohort in any of the subsequent cohorts." (This is right at about the 32:20 mark of the call.) Can't one infer from this that there were creatinine elevations then in some cohort. The prior Phase 2a PR for 184 (#msg-49096739 ) does not speak to any side effect concerns. Of course, even if there were creatinine elevation issues, it would not necessarily be due to 184 and could be due solely to PegIFN/RBV. Anyways, just trying to clarify management comments here. TIA for your help.