Replies to post #94088 on Biotech Values

[DewDiligence]

IDIX 2010 Possible/Probable News Flow

[Updated for disclosures from EASL and recent webcasts.]


HCV

Timing uncertain: Ink IDX184 partnership.

2Q10: Start IDX320 phase-1b monotherapy trial. (This has been accelerated slightly relative to the prior guidance of mid 2010.)

Mid 2010: Complete phase-2a study and 3-month animal tox for IDX184. These two tasks will enable IDX184 to proceed to phase-2b studies that test IDX184+SoC for 12 weeks and provide the first meaningful SVR data.

Mid 2010: Start IDX375 phase-1b monotherapy trial.

Nov 2010/AASLD: Present full phase-2a dataset for IDX184.

2H10: Select lead NS5A compound. (Start phase-1 trial in 1H11.)


HIV

2Q10: Start IDX899 phase-2b trials in first/second-line settings.*

2H10: Start IDX899 phase-2b “nuke sparing” trial.* (The DDI trial described in #msg-48915175 is a prerequisite.)

*These trials will be conducted by IDIX’s partner, GSK. Please see #msg-47558107 for the trial designs.