Replies to post #101688 on Biotech Values

[DewDiligence]

IDIX Major Shareholders

[Updated holding of JP Sommadossi.]


The percentages in the table are based on 78.9.M diluted shares,
the count I use for valuation purposes (#msg-49785732); these
percentages differ from the ones reported in SEC filings.

 
                      Shares    Stake 
 Novartis           31,324,187  39.7% 
 T Rowe Price        8,101,442† 10.3% 
 JP Sommadossi (CEO) 4,026,004*  5.1% 
 BB/MPM Capital      3,321,534   4.2% 
 GlaxoSmithKline     2,474,527   3.1% 

†Based on Form 13G filed 5/10/10.
*Includes 1.8M vested and non-vested options.

[DewDiligence]

IDIX Insider Shareholdings

[Updated for hiring of General Counsel, Maria Stahl (#msg-55504379).
Options listed below include vested and non-vested holdings.]

 
                             Shares     Options 

Officers
JP Sommadossi (CEO)† 2,219,754 1,806,250
Ron Renaud (CFO) 15,000 555,000
Doug Mayers (CMO) 30,000 300,000
David Standring (EVP/Bio) 67,575 150,000
Maria Stahl (Gen Counsel)‡ 0 150,000
Paul Fanning (SVP/HR) 1,333 235,000

Directors
Charles Cramb 7,200 160,000
Wayne Hockmeyer 41,708 120,000
Thomas Hodgson 92,324 120,000
Tamar Howson 0 38,333
Denise Pollard-Knight 0 100,000
Robert Pelzer* 0 0
Anthony Rosenberg* 0 0
======================== ========= =========
All 13 insiders 2,474,894 4,034,583
*Directors appointed by NVS; they do not directly own IDIX
shares or options, but NVS itself is a major shareholder.

†Sommadossi is also Chairman of the BoD.

‡Hired 10/13/10.