Replies to post #89171 on Biotech Values

[DewDiligence]

IDIX:

it sure would be nice to have the option to license [IDX320] drug if you license IDX184.

Indeed it would, and this has positive and negative ramifications for IDIX investors. Positive: the IDX184+IDX320 pairing could well comprise the best direct-antiviral combination in the entre HCV arena; negative: the IDX320 development timeline is about 1.5 years behind the IDX184 development timeline, and hence a prospective partner opting to license both drugs (and perhaps also IDX375) might hold off on a license for IDX184, thereby depleting IDIX’s financial resources.

[DewDiligence]

IDIX is formally joining the set of companies running all oral HCV studies!

According to today’s CC, as soon as IDIX has adequate safety data from the phase-1b monotherapy trial of IDX320 (which begins enrolling patients any day), IDIX will start a drug-drug-interaction study of IDX184 + IDX320 in healthy volunteers during the current quarter. No adverse interaction between these drugs is anticipated, but the DDI study must be run as a prelude to running a trial of IDX184 + IDX320 in HCV patients.

Pending FDA agreement on trial design and a satisfactory outcome to the aforementioned DDI study, IDIX will start a 14- or 28-day phase-2a trial of IDX184 + IDX320 in HCV patients during 2H10.

Since IDIX revealed in January that IDX320 was superseding IDX136/IDX316 (#msg-45598790), it’s become increasingly clear that IDIX has big plans for this compound. IDIX’s PR’s at EASL featured IDX320 prominently (#msg-49055353), but today’s revelation of the plan to run a phase-2a study of IDX184 + IDX320 during 2010 is the biggest news yet for IDX320, by far.