Replies to post #1010 on Idenix Pharmaceuticals (IDIX)

[dewophile]

thanks as always for educating me - i am really not that familiar with the replicon assay and how predictive it is of in vivo activity. On the surface it just seems that if a MOA is poorly understood, then it very well may have to do with complex interactions that a cell culture/in vitro assay just cannot predict
it seems to me ribavirin is here to stay for a while, and if nm-283 cannot be combined with ribavirin it may have limited (or no) role in upcoming HCV regimens for the forseeable future

[go seek]

I think the upside on IDIX share price if the interaction study looks good is much greater than the downside if it looks bad. I'd place a bet here based on that imbalance , except for the gut feeling that tells me that the results will be problematic.

The following opinion is not much of a stretch and i think most would agree...

If the interaction study is positive on PK and we get 10%+ difference w/ 3 vs SoC, i believe we should revisit and surpass '07 highs in P/S.

If interaction study is negative and less than 10% difference 3 vs SoC, we will move lower... FWIW IMO

There may be mixed results from the study that make it a wash as far as P/S... but i am unable to articulate these.

From CCs et al, it appears the street is very focused on this interaction study, give its delay to date and the advancement of other drugs in the HCV arena.