I was sure this type of deal would happen before the failure of PSI-938. After the failure of 938 I assumed large pharma would sit back and wait for the PK safety data on INX-189 which was a mistake considering the scarcity value in the nuke class.
Given the scarcity value, you have to wonder if IDIX will be next. A big pharma could pick them up and easily run a Phase 2 trial large enough to address any safety questions with IDX184, assuming success of course.