Replies to post #1283 on Idenix Pharmaceuticals (IDIX)

[go seek]

i had to reread your message... you made your message a quiz : )

$13.74 is equal to the current market cap divided by the 24.6 million shares not owned by NVS... (i dunno... you do have my interest)

would say rationale includes fact that a buyout will be more economical to NVS than to pay possible profits / milestones / royalties on Tyzeka and 283 ... plus NVS would get other drugs in the pipeline.

got to work on kitchen floor... preparing it for tile. later.

[dewophile]

I have no clue how you derived at your buyout price, but I've thought all along the HIV franchise could prove pivotal..at some point the cost of a full buyout is less than the cumulative partnership layouts on individual candidates

[go seek]

buyout @ $13.74 in '08.. has the rationale changed?

thanks

[io_io]

Dew - <<<<<"After due reflection....">>>>

Dew, you will have to agree that my post of last month was incisive and ominous:

http://www.investorshub.com/boards/read_msg.asp?message_id=20397711


* "the AE/discontinuations did hit statistical significance"

* ==>> Result is "The two-tailed P value equals 0.0351"

* "But all the drugs were in the mix, and I would call this a clear signal"