Replies to post #103596 on Biotech Values

[go seek]

Expect it will take some time for the uncertainty to clear.
At present IMO this put a cloud over any partnership.

think it was 3 days after volunteers left clinic... but may be wrong.

IDIX has surprised (to the good) before... but expect investors will be cautious for now.

Keep in mind... IDX899 is still moving forward.

[DewDiligence]

Non-patient volunteers in phase-1 and DDI studies are closely monitored for the kinds of things you’re speculating about, so I doubt that any kind of behavioral lapses can explain the observed SAE’s.

J.P. mentioned that there will probably be two new drugs entering the clinic before the end of the year. One is the NS5A inhibitor. What is the other?

I think you must have misunderstood—the NS5A inhibitor is the only one I know of .

Do you think there is much value in the IDX375 program, where IDIX said studies are continuing in the 4th quarter?

I consider IDX375 to be a placeholder until the NS5A drug is ready; if there’s a future combination regimen in IDIX’s pipeline, it’s probably the NS5A inhibitor plus either IDX184 or IDX320.