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Replies to #31503 on Biotech Values
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DewDiligence

07/19/06 2:39 AM

#31506 RE: Esperanzado #31503

>IDIX – Excuse my laziness to look this up. I wonder why idix dropped so much over the last 12 months.<

In descending order of importance (IMO):

1. Question surrounding the viability of NM283 on account of the dose reduction due to GI side effects.

2. The early success of VRTX’s VX-950 in treating HCV.

3. General market conditions.

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I think IDIX is a great long-term buy at the current price. Regards, Dew