That the 100mg dose of IDX899 works as monotherapy is excellent news for two reasons:
1. The lower the dose, the better the tolerability will be when IDX899 is added to a standard treatment backbone such as Truvada.
2. The reason mentioned by Genisi (#msg-31929218): a lower dose has a smaller footprint, which facilitates co-formulation into a single pill with Truvada.
-- Still, I don’t think today’s news re the 100mg dose is what drove the share price yesterday because the data reported today were fully expected, IMO.