Replies to post #1273 on Idenix Pharmaceuticals (IDIX)

[go seek]

reason for delay...
need efficacy data on triple combination in a larger trial in order to best power any P3 in the future...

also want to test 400 mg dose and controlled use of anti - emetics during first week of treatment.

bottom line, they want want more data to support move to any P3... and feel same is needed in current regulatory environment.

[DewDiligence]

>Dew at one time you thought that hep-b alone made the stock worth $15 or so a share.<

You must be thinking of Goldman Sachs, not me. In a May 2006 report, GS ascribed $13.40/sh of value to the HBV program alone (#msg-11336895).

My stated view from the same period was that the entire company less the HCV program — i.e. the HBV program, the HIV program, the drug-discovery engine per se, and the cash on the balance sheet — justified a share price in the low teens. Regards, Dew