Replies to post #85598 on Biotech Values

[go seek]

IDIX - "(maybe its near the other end of the spectrum now and is under followed)"

"Sometimes you need people to just stop caring and write off a company for there to be significant upside potential, at least that's what I look for."

sound familiar (wallstarb Oct 11... IDIX @ $2.95) #msg-42397569
< I agree >


As regards IDX184, i think independent unbiased analysis plays a role in any licensing (business) decision. Apparently you do not (and I find that hard to believe).
< In any case, we can agree to disagree :-) >


regards,

[alertmeipp]

>>Think of the decision as if your job depended on it - if you licensed it after NVS passed and it eventually failed in phase 2 trials. Everyone would have pointed to the NVS as a red flag that the drug didnt work and you'd be out on the street.

If it's my job, the fact the NVS pass will be one of the inputs I will consider - but won't be an important one.

NVS owns ~50% of IDIX already, they will participate the potential of the drug either directly or indirectly anyways.

Maybe NVS is buying the whole thing - why partner...;)