Replies to post #73372 on Biotech Values

[mcbio]

Re: IDIX/NVS' opt-in timeframe

Surprisingly (at least for me), IDIX considers the “proof of concept” vis-à-vis NVS’ opt-in right to be the monotherapy study rather than the combo study. However, this distinction may be moot insofar as the combo study ought to be largely finished by the time NVS’ 90-day window to exercise its option runs out.

Can you elaborate a little Dew? I assume the 90-day window starts once the monotherapy results are released. Won't it take months just to recruit patients for the combo study (or is this just a follow-on trial using existing patients from the monotherapy?), let alone to enroll them, run the trial, then compile and report the results?

[dewophile]

idix

thanks
i too thought the recent price action was shorting, now with there being a small chance for clinical data at EASL and a growing sense that if there were major milestones from GSK this year they might have been more forthcoming (ala zgen)

i have a position now and am hoping easl gives the stock some pop nonetheless w solid preclinical data much like last year