IDIX
this has nothing to do with the upcoming coference, but for the first time i think the NVS relationship is hurting IDIX. i caught the tail end of the last HCV conference and everyone keeps asking how idix is going to combine 184 with their other products in development given NVS has exclusive opt in on pipeline. the answer was they are hoping to get a clause put in that they will be able to combine 184 with their other products even if the licensee doesn't ahve the rights to the other product because say NVS excercises their right
i also noted that they hope to partner 184 now "by the end of the year"
i know there is so much value put on the (potential) licensing of 184, but i almost hope idix holds off until there is POC on 320 and NVS then makes their decision end of the year or early next year. if they don't license 320 i think IDIX could get a bundle for both the PI and nuke together than either alone
of course NVS can still end up licensing the nuke even though they opted out after the POC and this would still be a good fit since POC on 320 will be done this year - yes 320 is behind the nuke, but all they need to do is get the toxicology done in time and there could be a combination study with the 2 drugs (or 3 if the NNRTI looks good) in some difficult to treat population by early to middle of next year