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Replies to #28048 on Biotech Values
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DewDiligence

05/02/06 4:06 PM

#28053 RE: howabouthemdawgs #28048

>Dew, IDIX do the +'s outweigh the -'s? Did you hear anything that soured your view? Sum this up for us non-medical folks.<

I think IDIX is a screaming buy for the reasons I’ve previously posted, and the main value driver is the Telbivudine program in HBV. However, I consider today’s CC, specifically, to be modestly negative due to the revelation of additional challenges for NM283 in the treatment-refractory HCV setting.