Replies to post #78295 on Biotech Values

[DewDiligence]

Re: IDIX potential suitor

GSK makes a lot of sense given the partnership for IDX899 and how acquiring IDIX would give them a nice entry into the HCV space. But, I recall GSK acquiring GNLB not so long ago for just this reason.

GSK’s buyout of GNLB was motivated by GNLB’s HCV program based on NS5A inhibition, which is potentially complementary to any of IDIX’s three HCV programs.

GNLB never had any success with its HCV polymerase program; GILD and NVS both passed on it.