Replies to post #840 on Idenix Pharmaceuticals (IDIX)

[gofishmarko]

>> you must not be a runner <<

Nope , but don't get in my way when I have to go grab a cold beer before the game comes back on. When it's important to me , I can move !

I admire your optimism and would probably be better off if I was similarly inclined , but I've always hated being disappointed so I cope by always expecting the worst. Then when things turn out even moderately OK , I feel like I won the lottery. :)

Seriously , though , I still think IDIX is undervalued here , just less so than when there was a clear and fairly short-term path to a P3 for NM283. NM283 now has a significant safety database , it's capable of continuous suppression of HCV in combo with ifn and , if we get lucky , the triple therapy including riba could still pull our fat(s) out of the fire. And the latest sales data on Tyzeka look pretty good , even to me.

BTW , thanks for retrieiving and posting the sales numbers , in addition to your work on the RMF and general board maintenance. This board is a nice spot to chat about hepatitis happenings , whatever the future holds for IDIX.

[dewophile]

Hi go seek,
I feel similarly and I think tyzeka is a good drug and nm-283 down the road will find a place in the HCV arsenal..but I will admit, based on a very unclear regulatory path now for nm-283 and what looks like at least another couple quarters before tyzeka sales ramp up to anything meaningful, and lack of news expected until end of June, I did part with half my holdings (which is to say I still have a significant position!)