[Updates: phase-2b lineup for IDX899; 2010-2011 news flow; table of insider shareholdings; new version of “The New Battle Lines in HIV”; new version of “HCV: Most Likely to Succeed.”]
HIV program #msg-55627397The New Battle Lines in HIV #msg-52408979Sustiva, which IDX899 might supersede, sells $1.3B/yr #msg-35391933IDIX, GSK ink IDX899 collaboration #msg-52571933 Why investors tend to overlook IDX899 #msg-43254006 GSK/PFE launch ViiV Healthcare #msg-49507158IDIX receives $6.5M milestone from GSK (4/23/10) #msg-49743057Remaining IDX899 milestone payments from GSK #msg-55627169Phase-2b lineup for IDX899 #msg-37495719 Anticipated duration of a phase-2b trial #msg-31925486 Phase-1/2 IDX899 monotherapy data (PR) #msg-31944395 Phase-1/2 IDX899 monotherapy data (chart) #msg-46084532 IDX899 paper in Curr Opin Investigational Drugs #msg-49275972 HIV market data from GILD’s 1Q10 CC #msg-35674369 HIV market overview (2007 article from CNNMoney) #msg-34894135 Musings on Truvada’s patent status #msg-31175781 HIV incidence in US is higher than previously thought #msg-31419107 Increased HIV screening will expand market #msg-33124429 New guidelines to recommend earlier treatment (1) #msg-36745396 New guidelines to recommend earlier treatment (2) #msg-37210627 Half of untreated US carriers are in 350-500 CD4 range #msg-52730834 Phase-2b data for GSK’s ‘572 integrase inhibitor #msg-29985830 Design of a phase-3 HIV trial
HCV program: Economic rationale and competition #msg-55626750HCV: Most Likely to Succeed (IMHO) #msg-38956178 HCV market forecast from Decision Resources #msg-54346052 Bolus of 600K US patients awaiting treatment #msg-34694166 US prevalence of genotypes 1a and 1b #msg-40127105Up-front payments of HCV partnerships #msg-50280348 HCV treatment paradigms 2010-2017 #msg-54225312Who’s Who in All-oral HCV Programs #msg-36780163 Musings on combining drugs from different classes #msg-30190435 Devastating risk of undertreating HCV #msg-34925415 Interferon and the Law of Diminishing Returns #msg-34797714 Annual sales of ifn-alpha drugs
HCV program: IDX184 nucleotide polymerase inhibitor #msg-54120531FDA puts clinical hold on IDX184 and IDX320 #msg-54130390 Musings on the FDA clinical hold #msg-54120531 Final phase-2a data are very nice (scan to middle of PR) #msg-49115388Why nucleotides are better than nucleosides #msg-39719159 Phase-1b monotherapy data #msg-43046863 NVS declines to license IDX184 #msg-43102142 Musings on NVS’ decision (dewophile) #msg-49116246 Possible IDX184 interest by Roche (1) #msg-49123150 Possible IDX184 interest by Roche (2) #msg-26915921 How IDX184 is unlike NM283
HCV program: IDX320 protease inhibitor #msg-54120531FDA puts clinical hold on IDX184 and IDX320 #msg-54130390 Musings on the FDA clinical hold (1) #msg-54410072 Musings on the FDA clinical hold (2) #msg-54120531 Final phase-1b monotherapy data (scan to middle of PR) #msg-49055353 Phase-1 PK and drug-interaction data #msg-36600884 Musings on selectivity of HCV PI’s
HCV program: IDX375 non-nucleoside polymerase inhibitor #msg-54120531 Interim phase-1 data (scan to bottom) #msg-34334563 Preclinical data from 2008 AASLD