Replies to post #1175 on Idenix Pharmaceuticals (IDIX)

[Jonathan Robinson]

Those PCR negative numbers are very large in all groups except the non-riba arm - interesting population in some way.

Jon

[DewDiligence]

CC notes (addendum):

On top of the NM283 program delay of at least one year, IDIX now has a credibility issue to contend with. At no time before today did JP or anyone in IDIX management disclose or even suggest that another phase-2b trial might be needed. Yet they must have known for at least several months that another phase-2b was a likely outcome. This is not the kind of behavior that makes friends on Wall Street.