Dewophile I appreciate your effort as well as Dews to clarify the timeline issues. I think Dews response addresses the differences in the NVS slides. My reference to Doug D. slide corresponds to Dews slide 25 of 103. It includes a couple inferences that might have been too large of a leap.
1st I assumed that the stage 4 2009-2010 time frame was for approval (not filing) which I believe the NVS slides address.
I also assumed that NM283 was the furthest along of the nucleoside polymerase inhibitors and therefore was most likely to be the first to be used in the Stage 4 combination identified by the plan (2009-2010 time frame).
Based on these two leaps, my take away was that Doug D. thought NM283 would be on the market in either 2009 or 2010 whereas NVS is now indicating late 2010 or 2011 (based on a 2010 filing).
Is my thinking messed up on this or am I reading too much into Doug D's slides?
In any case I don't want to come off, negative since I'm long both IDIX and NVS.
Thanks for calling attention out on the head to head vs. Barraclude on the HBV front that really caught my attention. I used to think that pharma only ran those tests if they had a pretty good idea of the outcome. One of the few major NVS misteps I can remember was this type of a test a few years ago ( I beleive it was a hypertension product). Man it's embarrasing when you come up on the short side of your own head to head test data. Lets hope it goes better this time around.
Good Luck
Thanks
PS Sorry about the delay getting back to the board.
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