Replies to post #1191 on Idenix Pharmaceuticals (IDIX)

[go seek]

agree the delay is not positive...

yet I expect IDIX and NVS are extremely pleased there was no drug drug interaction... i.e. the NM283 program goes forward.

If combination studies (quads) are initiated, NM283 has a potential role.

We agree that the market has discounted NM283 to near zero. The question remains... Is IDIX significantly undervalued given its HBV product, HIV HCV pipeline, finances, and discovery engine (partnership with Novartis)?

I think so ...
(perhaps i am blinded)

[alertmeipp]

Dew and others: Do you see much value for NM283 at this point?

[randychub]

"when it was revealed that phase-3 will be delayed by a year"

I imagine a reason was given for the delay but after reading thru a fair number of old postings here I was not able to locate that information. Anyone care to help me out?

Also, Dew at one time you thought that hep-b alone made the stock worth $15 or so a share. Has anything taken place here to change your mind on that valuation?

Thank You!

Randy