glad to hear about your mom
I'll go out on a limb and say this is a buying opportunity, with one caveat - the macroeconomic climate now is highly volatile, and the cheap Yen may have people overseas selling to cover their margins. but strictly speaking, idix was sold seemingly because of concern over the interaction study, and it is crystal clear that the only reason data was held was because not enough pk data endpoints were available for a preliminary data release, and company plans on releasing full data set, pk and pd, around June. therefore, i think yesterday's selling was based purely on an unfounded concern. moreover, the tiny bit of risk in tyzeka approvals is now removed w Eu and china approvals, and the 20M guidance has been confirmed. this is exactly in line with baraclude, and we now have a metric by which to measure tyzeka value - whatever baraclude does this year, more or less we shoudl expect tyzeka to continue to track baraclude sales moving forward (and perhaps even exceed if the viral kinetics study favorable, marketing prowess improves, pregnancy and coinfection populations give tyzeka a leg up, etc.)
any news from a 1b/IIa study on idix 899 will be gravy
one last thing..the abstract I'll be paying closest attention to in april is the tx-refractory study. they will be presenting svrs, which we know will be low in both tx and control..however, piper intimated that relapses without ribavirin look worse in the naive trial..well, if svr is at all improved (or even equivalent) in the refractory setting, no matter how low it is for both arms, then that allays my concern over some unexpectedly high relapse rate for the tx arm in the naive study..i.e., an equivalent rate of relapse woudl give nm-283 an improved svr in the naive trial (compared to historic soc data) assuming 48 week data is superior, which clearly seems to be the case based on yesterday's abstract release
my 2 cents fwiw
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