Replies to post #2146 on Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>crazy growth and no reason, I trust, that Tyzeka/Sebivo cannot share in that ramp up.<

That’s my premise for being long IDIX. Regards, Dew

p.s. I don’t have an opinion about TMTA other than to say that I doubt there’s much residual value beyond the INTC payoff. I would think—but this needs to be checked—that the amounts in the PR are net of attorneys’ contingency fees because otherwise those fees should have been disclosed.

[DewDiligence]

>crazy growth and no reason, I trust, that Tyzeka/Sebivo cannot share in that ramp up.<

I still believe this is the case—provided that NVS can figure out how to position Tyzeka in the marketplace. NVS plays its cards close to the vest, so we’ll have to let the numbers do the talking.

Note: The royalties IDIX receives from NVS are delayed by one quarter, so when IDIX reports its 4Q07 results, the royalties will be based on NVS’ sales during 3Q07.