Biotech Values

[mcbio]

It’s reasonable to not want to gamble on the timing—or the ultimate resolution—of an FDA clinical hold. (Just ask anyone who was burned by the FDA hold on CORX.)

No need to. I was one of those people, unfortunately. And that experience probably played a part in why I sold IDIX. Although it seems reasonable to think that the hold on 184, at least, will be lifted, there are no guarantees as I witnessed first-hand with CORX.

Moreover, the FDA hold could cause IDIX to fall to behind INHX and end up in third place in this race.

Now, let's not get too carried away. ; )

Another point that you may have overlooked: GSK has evidently dropped its plans to run a phase-2 combination trial of its ‘572 HIV integrase inhibitor with IDX899. Although GSK still appears to be committed to IDX899 development, it looks like GSK has put ‘572 on the express track and IDX899 on the local.

Thanks, I was not aware of that. That's yet another semi-concern for me.