You're right. idenix have been quite vocal about their partnership discussions on 899 for quite some time now. i was surprised they haven't signed anything yet - if the compound is in fact as great as they say.
but then again, given the lack of attractive compounds in the industry that are unpartnered, i'm sure they'll still get a good deal - even in these markets.
Could there be other partners looking at the possibility of Truvada becoming generic by the time IDX899 actually can get to market? If this is the case, then IDX899 could be a franchise saver for Gild and perhaps a franchise breaker for somebody else seriously interested in the space. Just speculation since I am not even sure when the patents run out on Truvada. However, this article - http://finance.yahoo.com/news/Gilead-says-Teva-asks-for-apf-13583988.html - suggests that Teva at least is challenging the two longest dated patents and the rest perhaps expire much faster.
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