Replies to post #1072 on Idenix Pharmaceuticals (IDIX)

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ReadMeFirst - Idenix Pharmaceuticals - Updated 17 Jun 07

Thoughts for the days ahead...
NM283… “There is no pharmacokinetic or pharmacodynamic drug-drug interaction between valopicitabine and ribavirin.”

“The triple combination showed consistently higher rates of HCV PCR-negativity, defined as serum HCV RNA levels below 20 copies/mL, compared to the standard of care at every point analyzed in this study.” #msg-20403332

Increasing Competition… “Speed matters, and the NM283 program just lost whatever timing lead it had relative to VRTX and VPHM.” #msg-20401415

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

Valuation and finances
#msg-11390216 Economics of NVS Collaboration
#msg-19160325 Latest Financial Results (rock-solid balance sheet) (4/26/07)

Possible and Probable News Flow
#msg-20520670

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

Product Pipeline
http://ir.idenix.com/phoenix.zhtml?c=131556&p=irol-productpipeline
#msg-19671192 “Big Picture” for Idenix”
#msg-14316386 Strategic Collaboration To Enhance HCV Pipeline (10/26/06)

HBV
#msg-16968726 Prevalence of HBV by Country
#msg-16882668 Question on TYZEKA resistance (2/8/07)
#msg-14548291 Nucleoside vs Nucleotide in HBV
#msg-16357377 The Rise of TYZEKA (1/20/07)
#msg-19042872 #msg-19644501 TYZEKA Prescription Data
#msg-17536458 SEBIVO Approved in China
#msg-18908687 1Q07 HEPSERA sales were $71.3M ($285M annualized) (4/07)
#msg-19134895 BARACLUDE Sales
#msg-18909999 U.S. HBV market is expanding rapidly (4/07)
#msg-19227779 EU Rubber Stamps SEBIVO Approval
#msg-20244638 Viread works in HBV<<< update

HCV
#msg-16968683 HCV Treatment Evolution 1989-2015
#msg-12244651 Dr Pockros on NM283 and other HCV drugs
#msg-17651422 Vertex vs. Schering-Plough: Hepatitis C Protease Inhibitors (3/5/07)
#msg-19006776 Update on Roche’s R1626
#msg-20403332 NM283 + Riba + Peg (P2b interaction study results) <<< update
#msg-20394944 Notes on Interaction Study CC (6/12/07) <<< update
#msg-20217524 How Big Pharma Lines up in HCV<<< update

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

Investor Presentations and Notes
#msg-19342437 Idenix Spring Presentation (5/03/07)
#msg-20396206 Goldman Sachs (6/12/07) <<< update
#msg-16355313 Listen & Learn Now - Investor Presentations
#msg-16954582 Another link Past Presentations & Earnings calls

Opinions
#msg-19774758 TYZEKA vs competition thread (5/07)
#msg-18791793 Vertex thread

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)
#msg-20079564 VRUS <<< 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

Events

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)


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