Replies to post #1005 on Idenix Pharmaceuticals (IDIX)

[go seek]

ReadMeFirst - Idenix Pharmaceuticals

Updated 19 May 07 <<< update

Thoughts for the days ahead...
"I think first of all as we have indicated several times we do not expect any drug drug interaction."
”I think that you can expect very likely a new paradigm shift in the development of new hepatitis C drug." JP Sommadossi

Possible News Flow in 2007
#msg-17992138

Leadership Bios and Interviews
#msg-16642250 Leadership and Governance
J P Sommadossi and Thomas Ebeling (Novartis CEO) http://www.pharmexec.com/pharmexec/article/articleDetail.jsp?id=197775
#msg-19671192 “Big Picture” for Idenix… JP <<< update

News and Stock Info
#msg-16221733 Idenix Investor Center
#msg-16293130 Link to News
http://www.investorshub.com/boards/quotes.asp?ticker=&qm_page=92466&qm_symbol=idix
http://stockcharts.com/charts/gallery.html (type in idix @ right, click on Go)
#msg-16549213 NASDAQ Monthly Short Interest
#msg-16954517 Technical Analysis
#msg-17414738 More Technical Analysis

Product Pipeline
http://ir.idenix.com/phoenix.zhtml?c=131556&p=irol-productpipeline
#msg-16422978 Galapagos - Idenix to Collaborate (1/06)
#msg-14316386 Strategic Collaboration To Enhance HCV Pipeline (10/26/06)

Valuation and finances
#msg-11390216 Economics of NVS Collaboration
#msg-17536711 Latest Financial Results (rock-solid balance sheet) (3/2/07)

HBV
#msg-16968726 Prevalence of HBV by Country
#msg-16882668 Question on TYZEKA resistance (2/8/07)
#msg-14548291 Nucleoside vs Nucleotide in HBV
• Tyzeka/Sebivo Sales (facts and opinions)
#msg-16357377 The Rise of TYZEKA (1/20/07)
#msg-19042872 #msg-19644501 TYZEKA Prescription Data <<< update
#msg-17536458 SEBIVO Approved in China
#msg-18908687 1Q07 Hepsera sales were $71.3M ($285M annualized) (4/07)
#msg-19134895 Baraclude Sales <<< update
#msg-18909999 U.S. HBV market is expanding rapidly (4/07)
#msg-19227779 EU Rubber Stamps SEBIVO Approval<<< update
#msg-19355033 Fewer drug candidates thread<<< update

HCV
#msg-16968696 HCV Genotypes by Country
#msg-16968683 HCV Treatment Evolution 1989-2015
#msg-12244651 Dr Pockros on NM283 and other HCV drugs
#msg-13614225 Design of NM283 Drug-Interaction Study
#msg-17651422 Vertex vs. Schering-Plough: Hepatitis C Protease Inhibitors (3/5/07)
#msg-18704632 Idenix Reports Results from Two Phase IIb Studies (4/07)
#msg-18713461 #msg-18710645 #msg-18729879 NM283 combination therapy – comments (4/07)
#msg-18999659 Viral Resistance to Emerging HCV Therapies <<< update
#msg-19006776 Update on Roche’s R1626 <<< update

Educational Links
http://www.hepatitisdoctor.com/
http://www.hivandhepatitis.com/
http://www.hepfi.org/ Hepatitis Foundation International
#msg-16942681 National Institute of Health Video Casts
http://www.hepatitis-c.de/hepace.htm

HIV
http://www.idenix.com/hiv/drug.html
#msg-17527610 Pre-Clinical Results IDX-989 and IDX-899 (3/1/07)

Opinions
#msg-16683924 HCV Report from Susquehanna (1/31/07)
#msg-17992252 Possible Catalysts for Idenix (3/10/07)
#msg-17330970 Piper Jaffray Report (2/23/07)
#msg-19774758 TYZEKA vs competition thread (5/07) <<< update
#msg-19407534 Drug interaction thread… follow replies <<< update
#msg-18791793 Vertex thread <<< update
#msg-19780342 S&P Reiterates Buy on Idenix <<< update

Investor Presentations and Notes
#msg-19342437 Idenix Spring Presentation (5/03/07)
#msg-16355313 Listen & Learn Now - Investor Presentations
#msg-16954582 Another link Past Presentations & Earnings calls
#msg-17566003 Transcript 4th Qtr ’06 CC (3/02/07)
#msg-17577131 4th Qtr ‘06 Q&A Session by Subject (3/02/07)
#msg-19164195 1st Qtr CC Notes<<< update
#msg-19408125 Notes from the Morgan Stanley webcast)<<< update

Existing and potential competition
#msg-13214528 HCV Therapies in Development (Nature Reviews/Drug Development)
#msg-17414955 HBV pipeline link – Companies & drugs
#msg-16293618 HCV pipeline links – Companies & drugs
#msg-18372016 HGS and Novartis are developing Albuferon (4/07)
#msg-18996293 Intermune Presents Research on ITMN-191 (4/07)
#msg-18776368 #msg-18849361 VX-950 Results Presented at EASL from PROVE 1 Clinical Trial appears to be the HCV leader (4/07)

Events
Digestive Disease Week 2007
May 19 – 24, 2007
Washington DC
#msg-18910784 IDIX Announces DDW Presentations (4/07) <<< update

Citigroup 2007 Healthcare Conference
May 22, 2007
#msg-19639614

Annual Meeting of the American Association for the Study of Liver Diseases
November 2 - 6, 2007
Boston, Massachusetts

HepDART 2007
Co-Chairs: Drs. Schinazi, Sommadossi, Rice
Ritz Carlton Kapalua, Maui, Hawaii (all IDIX board participants are invited)
December 9-13, 2007


Board Surveys on IDIX – click on Surveys in Menu
Prediction - High / Low for IDIX 2007 (12/06)
Drug drug interaction results, etc (5/07)


Investing involves risks, people can and do lose money.