Replies to post #98419 on Biotech Values

[DewDiligence]

IDIX: It will presumably be useful to see the [IDX320] results to compare potency to the more advanced HCV PIs like Telaprevir and the 2nd gen PIs like ACH-1625.

Perhaps. However, as I posted when IDIX released the results of the phase-1b study for IDX184, not much can be gleaned from a 3-day monotherapy (where the drug has not even reached steady-state plasma levels) other than to rule out some kind of bizarre safety problem.

Do you recall the sequence of events with IDX184? Some of the clueless Wall Street analysts panned the phase-1b results and then had to reverse themselves and praise the compound when IDIX released the 14-day data from phase-2a. IDIX may want to avoid a recurrence of this by holding the IDX320 phase-1b data until AASLD and thereby forcing investors to focus on the more consequential DDI study.