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Replies to #99095 on Biotech Values
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rwwine

07/22/10 12:35 PM

#99276 RE: DewDiligence #99095

IDIX

Was the Stifel Nicolaus report a re-issue from earlier this year from Thomas Weisel? If not were there any changes or updates you can share? TIA

Regards
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rwwine

07/23/10 9:21 AM

#99317 RE: DewDiligence #99095

Do you see IDIX being acquired then in the next 5 years assuming their pipeline of HCV drugs continue to demonstrate significant efficacy? TIA.

It doesn't seem to me that the IDX 899 compound is considered and or appreciated by those covering IDIX when it comes to valuation. JMHO