Replies to post #2205 on Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>I think the critical thing for investors is to know ROUGHLY what the rate will be on average.<

If investors and analysts keep hammering them to make such a disclosure, it may happen. The investment community hasn’t pushed very hard yet because the absolute amounts are so small, but that could change when Tyzeka starts to rack up meaningful sales.

In any event, investors will be able to track the royalty income on IDIX’s quarterly income statement and compare it to global Tyzeka sales. The sales figure will be disclosed by NVS when it becomes large enough for it to be considered material to NVS’ financials.