Replies to post #3531 on Idenix Pharmaceuticals (IDIX)

[vladster]

The reason I believe that a partner will happen soon after the clinical hold is lifted is two fold. first, the CEO has been promising this partnership since last year - just listen to him at some of his conference presentations. Second, in the last CC that was held due to the clinical hold, they said they were in advanced partnering negotiations and that nothing could progress until the hold was lifted.

It looks as if adding 320 to get a combo going was IDIX's idea. I think this because Novartis would still get right of first refusal on 320 and if they were planning to partner by years end, other than the health volunteer combo study, no additional trial data would have been available by year's end anyways which was the stated goal for a timeline on the partnering of 184.

Too bad IDIX didn't partner 184 BEFORE trying the 184/320 study. The stock would have been much higher after the partnership news and would not have gone down to under $3 IMO had this combo data come out later.

[vladster]

Just got done listening to the Stifel Nicolaus Healthcare Conference that took place late this moring. CEO says regarding partner "we have not seen any change in interest" regarding 184 and clinical hold. Based upon data so far it appears it has nothing to do with 184 and it is either from 1)320 alone 2) drug-drug interaction or 3) fluke. Only way they can tell more is to do do a 184/320 combo 28 day toxicology study in monkeys and to "gently move 320 again into the clinic".

This is pretty much what I expected. Now it appears just a matter of having to sit and wait to get through all the paper work parts with the FDA which should take a couple of months.