Replies to post #94073 on Biotech Values

[DewDiligence]

do you think there is a hierarchy of favoritism among HCV candidates?

The order of the numbered paragraphs in #msg-48759801 reflects my opinion regarding such a hierarchy, although this should not be taken too literally.

I think IDIX is benefiting from a "sector rotation" where ITMN holders are taking the graceful exit cue.

There could be some newfound interest in IDIX from former ITMN holders, but I doubt this is a consequential effect in the overall scheme of things. A more plausible explanation for the recent strength (IMO): IDIX’s valuation was (and still is) unduly low for a bona fide drug-discovery company with some big-name partners.