Biotech Values

[oc631]

but rather because of the large pop in INHX ‘s share price from reporting interim phase-2 data that I would describe as pedestrian.

The data that drove the stock higher was a continuation of the phase 1b monotherapy study at the 200mg dose. The phase 2 data was in GT2/GT3 patients with Peg/Riba.

IDIX deserves attention because of the scarcity value in the nuke class. At least IDIX has an approved drug for HBV and a HIV partnership with GSK. If INX-189 failed safety there is nothing preventing it from dropping below $2.00 a share.

One afterthought on IDX-184. When the DAA combo with IDX-320 failed safety I distinctly remember thinking at least one SAE could be directly related to IDX-184. Perhaps this will be a non-event but then again?