Biotech Values

[oc631]

As a layman I would argue that 2) is a better outcome that 1) since if 1) were to be true Idenix will likely have a hard time partnering with companies looking to combine treatments. If 320 was the sole culprit then obviously 184 will be in the clear and could be partnered at some point. Else companies will likely be nervous about both 184 and 320 since combo treatments are the future.

My logic was based on keeping IDX320 in the pipeline. Perhaps it's flawed because nobody would take a chance partnering an orphan PI which failed combining safely with a nuke. The safety of second generation PI's already remains questionable AKA ITMN-191 in the INFORM study. A drug interaction problem could also lead IDX184 to be blacklisted and/or be partnered on less favorable terms.