IDIX – It’s a good bet, IMO, that the IDX899 partnership will be announced on or before Jan 14, the day IDIX presents at the JP Morgan conference. Here’s the PR announcing the webcast:
Last year, IDIX’s disclosure of clinical progress in HIV and HCV at the JP Morgan conference was what started the shares on a trajectory that ended in a 114% gain for the year.
Early 2009: Partner IDX899 program. (IDIX originally guided for a deal by the end of 2008 and in today’s PR says it is “[working] to finalize a partnership.”) See #msg-28959639 for musings on the terms of such a partnership.
After partnership deal is announced: Start IDX899 phase-2a combination study (IDX899+Truvada vs Sustiva+Truvada) in first- and second-line patients.
HCV
1Q09: Start IDX184 phase-2a combination study (SoC ± IDX184). (The phase-1/2 monotherapy trial, which started in late December, is a prerequisite: #msg-34763865.)
1Q09/2Q09: Report data from phase-1/2 monotherapy study. This could come at EASL or perhaps sooner (the treatment period is only three days).
April 2009: Report preliminary results of IDX184 phase-2a study at EASL.
1H09: File IND for IDX375 non-nucleoside polymerase inhibitor.
1H09: File IND for IDX136 and IDX316 protease inhibitors.
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