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Replies to #62186 on Biotech Values
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DewDiligence

11/04/08 3:31 PM

#68177 RE: DewDiligence #62186

Re: IDIX / IDX899 partnership discussions

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.
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randychub

01/30/09 9:52 PM

#72486 RE: DewDiligence #62186

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?

Thanks!

Randy
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DewDiligence

02/04/09 2:14 AM

#72685 RE: DewDiligence #62186

IDIX – If anyone has a few grand to waste on
this report, I’d be interested in what it says.

http://finance.yahoo.com/news/Research-and-Markets-Global-bw-14244917.html

Research and Markets: Global HIV Market

Companies Mentioned:

• Gilead Science
• Idenix Pharmaceuticals
• Bristol Myers Squibb

For more information visit http://www.researchandmarkets.com/research/5eee2e/global_hiv_market