Replies to post #114435 on Biotech Values

[DewDiligence]

Clues of omission are pertinent in biotech investing, just as they are in whodunits :- )

I think I can safely say I won't ever be touching IDIX again.

NVS probably wishes it could say the same. All told, from inception, IDIX has turned out to be one of NVS’ worst investments of any kind. I expect NVS to announce a permanent asset-impairment charge on its equity stake when 1Q11 financials are reported in April.

[ariadndndough]

mcbio much i like you i am very thankful i sold out of idix months ago. it was just 6-9 months ago i thought idix would be a main part in my biotech portfolio for longtime. but i guess thats biotech investing.

for now dndn-- aria---amrn---tsrx---mnta are my 5 pics for 2011. much like 2010 with the exception of idix.

goodluck to us all its tuff market for sure

dough

[DewDiligence]

To lift the partial FDA clinical hold on IDX184, the FDA will need to see no safety signal in the 28-day data for the first 30 patients to enroll in the phase-2b trial in treatment-naïve genotype-1 patients slated to begin in 2H11. In other words, it will likely be 2012 before the partial clinical hold can be lifted. (Source: Today’s CC)