Replies to post #762 on Idenix Pharmaceuticals (IDIX)

[DewDiligence]

Re: Telbivudine vs Entecavir

>…the only thing we really do know, is that both agents perform well, both have superior efficacy to lamivudine, and both are more potent than adefovir as monotherapies...<

We also know that Telbivudine has an advantage in convenience (no food interaction) and safety during pregnancy.

On all other points, I concur with your excellent post.

[gofishmarko]

Re : entecavir vs telbivudine

On top of all that , telbivudine is priced at a discount to entecavir ( and adefovir ).

Nice rebuttal , dewophile. Thanks for posting it.

[Preciouslife1]

Dewophile, you are welcome and very nice response post filled with usable and insightful information about Telbivudine....

I see IDIX as way undervalued and as Dew has pointed out, Novartis owns a ton at $20+ and they are not in the biz of
losing capital to an investment in a company that they are
partners with and have a very sizable stake and interest in.
As a former analyst, and running some variables, projections, and the market in HBV, the pps of Idenix appears well undervalued and though market sentiment has a large part
in the pps, the science should speak loud enough once fully presented to warrant a very nice pps appreciation from these depressed levels imho. HBV is a woldwide major problem and these drugs are very needed and very soon.....take care and thanx for your well thought out post....