Replies to post #1953 on Idenix Pharmaceuticals (IDIX)

[scstocks]

As of this posting it is down 6.9% with only 45,000 shares traded, not exactly a vote by large position holders.

I lot of it may be folks like me just trimming before Oct., and when they didn't see a quick bounce, they just bailed out with their 1 or 2 k positions.

If heavy selling follows well then that would be a different story entirely, but right now it looks like the jury is still out on if cooler heads will prevail.

Still it could follow what has happened to COR the last several weeks, and I wouldn't wish that on anyone, slow, cruel, decline on, for the most part, little volume....

In any case, you have put this one on my radar for when I start taking positions again.....

Thanks again,

GLTU....

[laker9029]

<<trading appears to be confused with respect to what the new agreement means>>

Unfortunately, the PR was written as if Tyzeka had failed and the restructuring was done because the wheels had fallen off. Also, it may be that the market cannot evaluate the move because the projected revenues and the royalty rate are not stated. I view this positively -- moving global marketing and sales to Novartis, who is much better equipped to handle it, reaping the benefits of a dramatic improvement in cash burn, focusing on new product development, with an assured and perhaps growing stream of royalty income from Tyzeka.

Could Tyzeka sales grow enough to make the company cash flow positive?

L