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DewDiligence

11/13/11 2:13 PM

#130952 RE: mcbio #130938

Do you still consider IDIX a potential short candidate or does the surprising acquisition of ANDS maybe cause you to back off those thoughts a bit?

Yes, too dangerous, IMO—not so much because of Roche’s acquisition of ANDS, but rather because of the large pop in INHX ‘s share price from reporting interim phase-2 data that I would describe as pedestrian.