Replies to post #85447 on Biotech Values

[DewDiligence]

idix thinks SoC (or at least some component thereof) will be eliminated in the future, but they think it will take a combination of 3 direct acting agents… interesting, they are one of the only companies with all 3 classes in late preclinical to clinical development.

To my knowledge, no one at IDIX has asserted that an all-oral HCV cocktail must have three drugs. Rather, IDIX executives have said that a third direct antiviral may be needed, especially if ribavirin is omitted.