Replies to post #85567 on Biotech Values

[go seek]

IDIX - the Novartis opt out on IDX184 may be a blessing in disguise to shareholders. I see the opportunity for greater shareholder value / market interest being generated if the right partner (i.e., a more complementary fit) occurs.

and NVS won't lose in the process, as they own 47% of IDIX.

I am a bit biased... (long), but it seems to me the partnership possibilities and terms may be more attractive to shareholders given the now open auction of IDX184. Certainly there are many potential Big Pharma partners more advanced in the HCV space than NVS.

Also the buyout of Idenix outright becomes more likely... given more players will be squeezing the fruit.