Replies to post #2321 on Idenix Pharmaceuticals (IDIX)

[laker9029]

<That depends on the quality of the IDX899 head-to-head data vs Sustiva...>

Thanks for the input Dew. I was hoping for something in the $300 - $500M range, but even at the lower end, we still have a substantial market cap improvement to look forward to. All the fundmentals look good: cash on hand, trial results to date, the growing cash flow from Hep C....

I remain impressed by the mangement team's confidence and the upbeat tone of the recent presentation.

I believe that $20 in the next 12 months is a reasonable target, if we get strong data from the comparative trial vs Sustiva.

Thanks again for all you do here.

L

[go seek]

Moreover, Sustiva could fail altogether in the phase-2 trial

i think you meant to say IDX899