Replies to post #134586 on Biotech Values

[oc631]

Given the scarcity value, you have to wonder if IDIX will be next. A big pharma could pick them up and easily run a Phase 2 trial large enough to address any safety questions with IDX184, assuming success of course.

Scarcity value might be the only thing IDX-184 has going for it. Considering the drug remains on a partial clinical hold it would raise some eyebrows if a takeout offer came to bear. IDIX is dragging their feet with IDX-184 which doesn't instill confidence in the company or a likely bidder.

Shorting IDIX's price spike on "Hep-C hysteria" come Monday would be a better strategy IMO.

[DewDiligence]

IDIX is not one of the top buyout candidates, IMO; NVS still owns a big enough equity stake (32%) to block other prospective suitors: http://1.usa.gov/zYw3Au .