>IDIX – The best hopes for a turnaround are positive clinical data for the early-stage HIV drug, IDX-899, and greatly improved sales of the HBV drug, Tyzeka/Sebivo, on which IDIX earns worldwide royalties from NVS<
After listening to the IDIX presentation at the JP Morgan conference, I have to append the above by saying that IDIX has gotten back into the HCV arena much faster than I expected.
The new candidate is IDX184, a nucleotide prodrug; the JPM presentation contained some impressive replicon comparisons of IDX184 vs nucleoside analogs currently in development from other companies. (IDIX is also working on an HCV protease inhibitor, but that is further away from entering the clinic.)
Please see #msg-25841812 for expected 2008 news flow in HCV and HIV.