Replies to post #1479 on Idenix Pharmaceuticals (IDIX)

[go seek]

suggest you study past posts on HBV drug sales and comparative clinical trials for the approved HBV drugs.

the HBV market landscape changes w/ new approvals... i.e. telbivudine.

Ns + Nt combinations are probably a couple years out from approval.

IMO IDIX sells for $3 and change because many do not think telbivudine will compete well against the established competition... ie... relatively low sales.

IMO telbivudine sales will ramp up in time far above the current market expectations. The HBV market is expanding. Telbivudine compares well to Baraclude... and is superior to Hepsera.

Sales for Baraclude were low in its first year on the market.
It takes time for new drugs to "get legs" @ the same time one must understand HBV drug therapy is evolving over time.

After this explanation, I'm sure all is clear : )
keep in mind, the best drug does not necessarily get prescribed immediately... so sales for it may lag others that have been on the market.

Best wishes

[DewDiligence]

>This entire aspect of treatment for HBV is about as clear as mud to me.<

It might help if you would specify exactly which aspects of the competitive landscape you find unclear.

If you consider Viread and Hepsera to be one drug (as discussed in the previous post), then the picture is not really that complicated. As Lamivudine fades away, there are only three HBV drugs of any real consequence: Baraclude, Tyzeka, and Viread/Hepsera. (Clevudine could eventually become a fourth, but it won’t be on the market for at least a few years.)