Inhibitex, Inc. (INHX)

[oc631]

Bullish article on INHX and my response to it.



http://seekingalpha.com/instablog/282594-jason-napodano/120721-thoughts-on-inhibitex-fv-100-phase-2-data





Well researched article though I disagree with the conclusions. The fact that you pointed out FV-100 would be competing against generic valacyclovir was an honest disclosure and the #2 reason Inhibitex's drug won't find a partner. The first being they failed to meet both their primary and secondary endpoints.

Question:

"Will management test a higher dose of FV-100 or a longer duration? "

Answer:

No. During the C.C. the question was asked about pushing the dosage. They said safety studies were done at 800mg and then radio silence.[Sometimes what's not said is as important as what's volunteered] As for longer duration another trial and a partner would be needed which isn't in the cards IMO.

"Management has additional safety data of FV-100 800mg QD as well."

Where is it? All I see is a trending higher SAE rates at the 400mg dose.

Please let me know if you get the data on the 800mg safety study and I may change my mind.