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io_io

07/18/07 11:43 AM

#1372 RE: DewDiligence #1350

re: <<<<IDIX’s Drug Portfolio and Pipeline>>>>

No-one here has said it, and so for the sake of your investment, should you guys not consider that this Pipeline is largely EMPTY ?

Take a hard look at it. Compare it to other biotechs.



Also, while I dont know much about Tyzeka, I do know that sales are very poor, an "absolute dog" to date as they say in the jargon of biotech, and that it is discounted heavily relative to the competition that it is "supposed to" match in the efficacy/convenience/side-effects paradigm.

Ergo I would assume that it "does not match" the competition in the efficacy/convenience/side-effects paradigm - otherwise it would not carry the stigma of the disount.

The consequence is a financial churn, at least in the US, that is going to proceed for some time - by "churn" I mean an un-profitable sales effort as the drug is cheap (not the normal biotech margin by any means ! - the drug costs only approx $5k per year in the US), and the competition is well-entrenched and un-threatened.


IMHO you guys should factor in all of the foregoing before you commit more to your IDIX investment. Maybe NVS will step in, and good luck to y'all, but otherwise the bottom line here will continue to deteriorate IMHO. And as I said to start, there aint much of a pipeline at all.
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DewDiligence

09/11/07 5:22 PM

#1819 RE: DewDiligence #1350

IDIX’s Drug Portfolio and Pipeline

[Updated for discontinuation of Valtorcitabine.
(The image will not display until my webserver
is back up. Apologies for the inconvenience.)]




Tyzeka/Sebivo is partnered with NVS.
The HIV and HCV drugs are non-partnered.