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Anonymous

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86 degrees with a slight ocean breeze here in the Caribbean. Lobster again for lunch and my massage in 10 minutes. Gotta run don't want to be late! Put those last calls in today.

Dan
 


















Anonymous said:
I just saw Dan. He was interviewing at IDENIX!!!
Click to expand...

Does Idenix have a Nuc? and a pan-genotypic NS5a that is equivalent to Gilead's third generation GS-5816 (their pan-genotypic NS5a)?

Do they really have a Patent infringement lawsuit with Sofosbuvir? Did the Government initiate it? But I thought they lost? They didn't? Oh, its about who invented it?

Why is Seth Klarman buying so much Idenix? He just raised his stake to 27.55%

Who is Seth Klarman?

Hey, so what if they will have a settlement with Gilead over Sofosbuvir, A Nuc+Pan-genotypic NS5a that will rival Gilead's third generation that's only now in phase 2?

If they were so good they would be bought out right? Oh, you mean 4 players own 74% of the company - so they could not be bought out unless those 4 players wanted them to be bought out?
Who are they? Seth Klarman; Novartis; Bain Capital (think mitt Romney - through subsidiary Brookside capital management) and TR Price.
 






Anonymous said:
Does Idenix have a Nuc? and a pan-genotypic NS5a that is equivalent to Gilead's third generation GS-5816 (their pan-genotypic NS5a)?

Do they really have a Patent infringement lawsuit with Sofosbuvir? Did the Government initiate it? But I thought they lost? They didn't? Oh, its about who invented it?

Why is Seth Klarman buying so much Idenix? He just raised his stake to 27.55%

Who is Seth Klarman?

Hey, so what if they will have a settlement with Gilead over Sofosbuvir, A Nuc+Pan-genotypic NS5a that will rival Gilead's third generation that's only now in phase 2?

If they were so good they would be bought out right? Oh, you mean 4 players own 74% of the company - so they could not be bought out unless those 4 players wanted them to be bought out?
Who are they? Seth Klarman; Novartis; Bain Capital (think mitt Romney - through subsidiary Brookside capital management) and TR Price.
Click to expand...



Wlhat the heck are you trying to say? What a weirdo.
 






Anonymous said:
Wlhat the heck are you trying to say? What a weirdo.
Click to expand...

Here, let me try again...

Does Idenix have a Nuc? and a pan-genotypic NS5a that is equivalent to Gilead's third generation GS-5816 (their pan-genotypic NS5a)?

Do they really have a Patent infringement lawsuit with Sofosbuvir? Did the Government initiate it? But I thought they lost? They didn't? Oh, its about who invented it?

Why is Seth Klarman buying so much Idenix? He just raised his stake to 27.55%

Who is Seth Klarman?

Hey, so what if they will have a settlement with Gilead over Sofosbuvir, A Nuc+Pan-genotypic NS5a that will rival Gilead's third generation that's only now in phase 2?

If they were so good they would be bought out right? Oh, you mean 4 players own 74% of the company - so they could not be bought out unless those 4 players wanted them to be bought out?
Who are they? Seth Klarman; Novartis; Bain Capital (think mitt Romney - through subsidiary Brookside capital management) and TR Price.
 












Anonymous said:
Here, let me try again...

Does Idenix have a Nuc? and a pan-genotypic NS5a that is equivalent to Gilead's third generation GS-5816 (their pan-genotypic NS5a)?

Do they really have a Patent infringement lawsuit with Sofosbuvir? Did the Government initiate it? But I thought they lost? They didn't? Oh, its about who invented it?

Why is Seth Klarman buying so much Idenix? He just raised his stake to 27.55%

Who is Seth Klarman?

Hey, so what if they will have a settlement with Gilead over Sofosbuvir, A Nuc+Pan-genotypic NS5a that will rival Gilead's third generation that's only now in phase 2?

If they were so good they would be bought out right? Oh, you mean 4 players own 74% of the company - so they could not be bought out unless those 4 players wanted them to be bought out?
Who are they? Seth Klarman; Novartis; Bain Capital (think mitt Romney - through subsidiary Brookside capital management) and TR Price.
Click to expand...

why aren't we talking about vertex. All I know about Idenix is that they are the only other company with a NUC in trials, other than us of course. Do not forget , we still own vx-135
 






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