CEO JP Sommadossi said on today’s Oppenheimer webcast that IDIX began partnership discussions in June after IDIX reported data from the 200mg cohort (#msg-29959114). In September, when IDIX reported data from the 100mg cohort (#msg-31925486), additional prospective partners joined the discussions.
Why so much emphasis on the precise dose? Because the prospective partners want to coformulate IDX899 with their own HIV drug(s).
IDIX continues to guide for a partnership announcement before year-end.
Dew - Thanks for the info. I picked some idix today.
Any thoughts on a fair valuation/share price? With the limited number of patients this has been tried on why do you sound so confident?
Also, you stated a bit back that the viral load reduction was the max. amt that could be expected. Was that because it takes that long for the body to clear it out?