Replies to post #2312 on Idenix Pharmaceuticals (IDIX)

[laker9029]

Re: IDX 2008 goals--

I have not followed this company closely or often, but I find the 2008 goals impressive and very results-oriented.

CROI looks like a very big stage for IDIX. With positive results from the IDX 899 HIV trials and the already announced intent to partner IDX 899 on completion of the IDX899 six-week combination study the share price should move up to a new level.

The PR seems to project a high degree of confidence as well.

Do you have any reservations on the February results? -- I would assume that the company already has most of the data in-hand --.

Also, what $ magnitude of partnershp are we looking at, in your opinion?

Thanks.

L

[Jonathan Robinson]

Dew,

Did they say if they would have data on Ph II for 899 this year or will it run over into next year? Also, wonder what good mono data would mean to stock in February. Good luck! TIA.

Jon

[DewDiligence]

IDIX’s 2008 Clinical Goals

[Updated re IDX899.]

HIV

--Complete phase-1/2 IDX899 7-day monotherapy study. Data from the 800mg cohort were reported on 2/6/08: #msg-26606685.

--Start phase-2 IDX899 6-week combination study; this will be a head-to-head trial of IDX899+Truvada vs Sustiva+Truvada in first- or second-line patients.

--Partner IDX899 program following phase-2 study.

HCV

--File IND for the nucleotide prodrug, IDX184, and complete phase-1 trial.

--Start phase-2a study for IDX184 in combination with HCV SoC.

--File IND for HCV protease inhibitor and complete phase-1 trial.