Replies to post #164178 on Biotech Values

[oc631]

The revision was presumably the FDA’s permission to conduct the DDI study, and I’m guessing that the second drug in the DDI study is ENTA’s EDP-239.

Wouldn't a Phase-2 DDI study of DEB025 and EDP-239 (two clinical-stage compounds) be listed on the clinicaltrials website?

[DewDiligence]

(ENTA)—NVS’ equity stake in IDIX was 22% at 12/31/13:

http://www.sec.gov/Archives/edgar/data/1093649/000110465914010703/a14-6006_1sc13da.htm

At its height, NVS’ stake in IDIX was 56%, but IDIX has had numerous dilutive financings since then in which NVS declined to participate.

NVS remains involved in HCV, but its partner of consequence is now ENTA (#msg-90030018, #msg-89752221, #msg-89280314).