Replies to post #93579 on Biotech Values

[dewophile]

idix

one last thought - if POC looks good for 320 i also hope 184 is still NOT licensed out (even though that could hurt share price near term) because a buyout by NVS at that point for both 320/184 and 375 makes the most sense
jmo

[bladerunner1717]

Dewophile,

Didn't Dew say that IDX184 would be partnered by the end of the 1H10? Has guidance changed?


Bladerunner

[DewDiligence]

Post-mortem from Canaccord HCV conference: I recommend the afternoon panel discussion, which included the head of marketing at VRUS and the CMO at VRTX. On the other hand, the lunchtime panel from HCV clinicians was a waste of time, IMO.

[DewDiligence]

Agree with your post. On nearly every IDIX webcast, someone asks the same dumb question about whether IDIX would consider partnering all of its drug candidates in a package deal. Is it too much to expect that analysts and institutional investors perform a modicum of DD? That’s all it takes to know that NVS has the right of first negotiation on each individual compound in IDIX’s pipeline.

[gym gravity]

"the market" today doesn't feel the same way you did Friday... so far. according to pps with respect to the major moving averages.