Replies to post #81149 on Biotech Values

[go seek]

In the end (soon) Novartis or other BP will buyout Idenix.

The table is being set with 3 HCV anti-virals.

[DewDiligence]

IDIX 2009-2010 Clinical Goals

[Updated for disclosures on 9/14/09 Morgan Stanley webcast.]


HCV

3Q09 (may already have happened): Submit IDX184 monotherapy data to NVS, which triggers a 90-day negotiation between NVS and IDIX as to whether NVS will partner the drug.

Oct 30-Nov3, 2009: Present full dataset from IDX184 monotherapy study at AASLD conference.

4Q09: Results of NVS-IDIX partnership negotiation for IDX184.

4Q09: File IND for IDX375 non-nucleoside polymerase inhibitor.

1Q10: File IND for IDX316 protease inhibitor.

1H10 (after inking partnership deal with NVS or another company): Start IDX184 14-day phase-2a combination study (SoC ± IDX184). The study will have ascending-dose cohorts and will include at least one cohort dosed at greater than 100mg/day.

2H10: Report results of IDX184 phase-2a combination study.

2H10? File IND for lead compound from NS5A program.


HIV

Early 2010: GSK/PFE JV starts IDX899 phase-2 head-to-head trial vs Sustiva.