Biotech Values

[DewDiligence]

Where INHX is focusing on two HCV subgroups using one class of drug IDIX now has IDX184 (nuke), (2) preclinical nukes, a protease inhibitor, and a NS5A inhibitor under development.

Since the demise of IDX320, IDIX doesn’t have a protease inhibitor in preclinical or clinical development; all they have are a couple of PI candidates to take into preclinical development if additional pre-preclinical work suggests that it’s worth doing.

… IDIX's kitchen sink strategy… Not only does this undermine investor confidence in IDX184, but how are they going to pay for all these programs?

I don’t think the “kitchen sink” approach undermines investor confidence in IDX184, but I concur with your point about funding. IDIX appears to be flailing, hoping that something will generate interest from somebody before they have to raise money again. If the FDA does not quickly lift the partial clinical hold on IDX184 after reviewing the 28-day data from the first 30 patients in the phase-2b trial, IDIX could become bait for a takeunder buyout.