Replies to post #131992 on Biotech Values

[ariadndndough]

dew amazed by its movement. i never do short but this one is interesting to say the least. up 16 percent 1.84

[pcrutch]

I cant wait to see the bubble pop on this company.

[oc631]

In this fluff PR from INHX, the only clinical news of consequence (IMO) is that INHX will begin testing INX-005, a single-isomer version of INX-189:

One other development worth mentioning is they are pushing up the dosage of IDX-189 monotherapy to 300mg which is the same dosage being tested with PSI-938.


There's no doubt that the company is playing into the HCV stock frenzy created by VRUS. However there may be some value behind the hype for both INX-189 and IDX-184. Within a weeks time we learned that both Medivir's and GILD's in-house nukes were failures. This only adds to the scarcity value within the nuke class.

If early testing is any judge IDX-189 will never show a higher SVR rate than its rival guanine nuke PSI-938 but it doesn't have to. The value in INX-189 isn't realized through high SVR rates. The value is in the resistance profile provided when combined with another class of HCV drug. A partnered second generation protease or NS5A inhibitor should easily overcome any shortfalls in efficacy seen in early nuke/riba testing.

The challenge for INHX is not crapping out on safety before partnering the drug.

[mcbio]

In this fluff PR from INHX, the only clinical news of consequence (IMO) is that INHX will begin testing INX-005, a single-isomer version of INX-189:

finance.yahoo.com/news/Inhibitex-Reports-Recent-bw-1609045094.html?x=0

VRUS’ PSI-7977 is a single-isomer drug, and everything INHX is doing and saying strikes me as a transparent attempt to position INHX for investors as the “next” VRUS.

Is it safe to assume that IDX184 is a single-isomer?