A graphical representation of the IDX899 data reported today:
The three tested doses were essentially identical in reducing viral load and all were near the theoretical maximum reduction of about 2 logs that can be achieved in one week for any HIV drug regimen.
Let’s talk biotech! “The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
• The IDX899 (for HIV) safety profile, to date, has been pristine: the phase-1/2 trial has seen no SAE’s, no rash, and no discontinuations over the seven-day treatment period (#msg-29959114).
• JP Sommadossi reiterated IDIX’s intention to partner IDX899 by the end of 2008. (Given the data released today, there are presumably several interested parties.)
• IDX184 (for HCV) is not a cytidine analog, which is the class to which R1626, R7128, and other “first generation” HCV nukes belong. (For competitive reasons, IDIX has not yet disclosed the structure of IDX184 other than to say that it’s a nucleotide prodrug.)
• IDX184 is the first nuke for HCV that is synergistic with ribavirin (rather than merely additive).
• The IDX184 IND will be filed before the end of June.
• IDIX has 185 employees of which 125 are in drug discovery and drug development.
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