Replies to post #96576 on Biotech Values

[mcbio]

Re: IDIX - IDX899 delay

At the end of IDIX’s Citi webcast, CFO Ron Renaud mentioned in passing that the phase-2b trials of IDX899 vs Sustiva (first-line setting) and IDX899 vs Intelence (second-line setting) are expected to start in late 2010 rather than the current quarte, as previously guided (#msg-47558107). Renaud also said the IDX899 + GSK1349572 phase-2b “nuke-sparing” trial is expected to start in early 2011 rather than late 2010, as previously guided.

Thanks for the info Dew. Not something one wants to hear, but I tend to view 899 as one of the least consequential drugs in IDIX's drug portfolio given the possibility/probability? of GILD moving to their own proprietary HIV cocktail. If things continue to move forward on the HCV front for IDIX, I think we're in quite good shape even after the nice run-up of late.