> Still, NVS decided to exercise its option to license NM283 at around that same time. <
That's true , and you have to think that both IDIX and NVS would have done their own replicon assays on this issue well before that time. They may have information that gives them confidence that the in vivo results will be OK , info that the investment community isn't privy to.
I don't think NM-283 is necessarily dead meat if the riba combo bombs , either. It will just make things much more difficult.