Replies to post #1794 on Idenix Pharmaceuticals (IDIX)

[go seek]

apparently speed of development has taken on new emphasis...

i did not expect any major restructuring announcements on the call...

[keitern]

Not to be cynical about it, but it would figure that NVS would make sure that non-US sales met targets before US sales, right? Or perhaps IDIX is responsible for US sales with less financial depth? It gets interesting here IMO. If non US sales are doing better than expected, that is very significant, if not huge for Tyzeka.

[dewophile]

me too
honestly, I've been reluctant to buy because of valtorcitabine and what looked like a sure bet for lowering 07 guidance on tyzeka..if ex-US is going better and they even come close - say 15M even - then i think more than a few analysts will be surprised

i still think not much though is going to happen until HIV results are released 2/08, although now that telbivudine seems to be selling abroad i don't see how the stock can go down either

PS: i place the odds of successful 1b/2a for 899 at 88.5% (DD - that one was for you)