Re: IDX899
In general, the fewer the number of serious prospective partners, the less lucrative a deal is apt to be. On the other hand, IDX899 is a hot asset and I find it hard to believe IDIX will settle for less than fair value by inking an exclusive deal with a second-tier HIV player.
Perhaps the best answer is a set of non-exclusive deals in which multiple companies can co-formulate IDX899 into their proprietary combination pills. But I’ve never seen such an outcome, so perhaps my speculation is off-base.
One way or another, we should know the answer in the next 6 weeks or so.