HCV program: Economic rationale and competition #msg-50764878HCV: Most Likely to Succeed (IMHO) #msg-50505854Thomas Weisel report with $9 target (4/23/10) #msg-38956178 HCV market forecast from Decision Resources #msg-40127105Up-front payments of HCV partnerships #msg-29018192 Prevalence and incidence of HCV in the US #msg-30190435 Devastating risk of undertreating HCV #msg-34694166 US prevalence of genotypes 1a and 1b #msg-34797714 Annual sales of ifn-alpha drugs #msg-36780163 Musings on combining agents from different classes #msg-48546028 Musings on combination therapy vis-à-vis NVS #msg-34925415 Interferon and the Law of Diminishing Returns
HCV program: IDX184 nucleotide polymerase inhibitor #msg-49003061Interim phase-2a data look very nice! (table) #msg-49096739 Interim phase-2a data look very nice (PR) #msg-49731578All-oral cocktail of IDX184+IDX320 (1) #msg-49732533All-oral cocktail of IDX184+IDX320 (2) #msg-49115388Why nucleotides are better than nucleosides #msg-39719159 Phase-1b monotherapy data #msg-49055353 Replicon data in combination with other IDIX drugs (1) #msg-47954632 Replicon data in combination with other IDIX drugs (2) #msg-43046863 NVS declines to license IDX184 #msg-43102142 Musings on NVS’ decision (dewophile) #msg-49116246 Possible IDX184 interest by Roche (1) #msg-49123150 Possible IDX184 interest by Roche (2) #msg-26915921 How IDX184 is unlike NM283
HCV program: IDX320 protease inhibitor #msg-45598790Rationale for IDX320 program #msg-49731578All-oral cocktail of IDX184+IDX320 (1) #msg-49732533All-oral cocktail of IDX184+IDX320 (2) #msg-49055353 Phase-1 PK and drug-interaction data #msg-47954632 Replicon data in combination with other IDIX drugs #msg-36600884 Musings on selectivity of HCV PI’s
HCV program: IDX375 non-nucleoside polymerase inhibitor #msg-45350536Initial data from phase-1 SAD study #msg-49055353 Replicon data in combination with other IDIX drugs (1) #msg-47954632 Replicon data in combination with other IDIX drugs (2) #msg-37246670 EASL 2009 press release #msg-34334563 Blurb on IDX375 from hivandhepatitis.com
HIV program #msg-50277627The New Battle Lines in HIV #msg-35391933IDIX, GSK ink IDX899 collaboration #msg-43254006 GSK/PFE launch ViiV Healthcare #msg-49507158IDIX receives $6.5M milestone from GSK (4/23/10) #msg-49743057Remaining IDX899 milestone payments from GSK #msg-49687153 Sustiva (which IDX899 might supersede) sells $1.3B/yr #msg-50765370Design of phase-2b trials (scan to bottom) #msg-48915175How GSK is planning for a “nuke-sparing” trial #msg-49282477Why GSK is planning for a “nuke-sparing” trial #msg-37495719 Anticipated duration of a phase-2b trial #msg-44790049 PK/food trial #msg-31925486 Phase-1/2 IDX899 monotherapy data (PR) #msg-31944395 Phase-1/2 IDX899 monotherapy data (chart) #msg-46084532 IDX899 paper in Curr Opin Investigational Drugs #msg-45984817 HIV market data from GILD’s 4Q09 CC #msg-35674369 HIV market overview (2007 article from CNNMoney) #msg-34894135 Musings on Truvada’s patent status #msg-31175781 HIV incidence in US is higher than previously thought #msg-31419107 Increased HIV screening will expand market #msg-33124429 New guidelines to recommend earlier treatment (1) #msg-36745396 New guidelines to recommend earlier treatment (2) #msg-37210627 Half of untreated US carriers are in 350-500 CD4 range #msg-29985830 Design of a late-stage HIV trial