Replies to post #130970 on Biotech Values

[DewDiligence]

INHX—The data that drove the stock higher was a continuation of the phase 1b monotherapy study at the 200mg dose. The phase 2 data was in GT2/GT3 patients with Peg/Riba.

Understood that the consequential news was the all-oral data—my bad for calling it phase-2 instead of phase-1b.

[DewDiligence]

At least IDIX has an approved drug for HBV and a HIV partnership with GSK.

The HBV drug nets IDIX about $4M a year in royalties; the HIV drug is on clinical hold and is effectively dead.

One afterthought on IDX-184. When the DAA combo with IDX-320 failed safety I distinctly remember thinking at least one SAE could be directly related to IDX-184. Perhaps this will be a non-event but then again?

I heard a rumor about IDX184 safety problems from a portfolio manager, but it was never substantiated as far as I can tell.