Idenix Pharmaceuticals, Inc. (NASDAQ:IDIX)

CAPS Rating: 2 out of 5

A biopharmaceutical company engaged in the discovery, development and commercialization of drugs for the treatment of human viral and other infectious diseases with operations in the United States and Europe.

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Member Avatar zzlangerhans (99.75) Submitted: 12/18/2013 12:38:57 PM : Underperform Start Price: $4.94 IDIX Score: -385.11

Lots of people are debating this morning whether the 15% haircut Enanta took on further positive data for Gilead's sofosbuvir is justified. Lost in that debate is the question of why Idenix is valued at 673M vs Enanta's 532M today. Enanta's ABT-450 is in the midst of phase III readouts, two of which have been strongly positive and four of which are still to come by March 2014. Meanwhile, Idenix's samatasvir hasn't yet generated SVR4 data from phase II. Even if samatasvir eventually boasts a clinical cure rate in the high ninety percents like sofosbuvir and ABT-450, how can Idenix's higher valuation be justified given the fact that Enanta will beat them to being Gilead's main competition by at least two years?

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Member Avatar kevrose31 (85.15) Submitted: 9/14/2013 6:35:15 PM : Outperform Start Price: $5.52 IDIX Score: +328.52

These guys have some real talented mind working for them. Only a matter of time before they hit a home run. Can always have bad luck can you?

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Member Avatar papiyo1 (< 20) Submitted: 6/27/2013 12:04:57 PM : Outperform Start Price: $3.48 IDIX Score: +579.79

as soon it solves the hepatitis it will come back

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Member Avatar tad40 (99.69) Submitted: 1/16/2013 11:09:13 PM : Outperform Start Price: $4.57 IDIX Score: +402.40

bottoming out

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Member Avatar phatchips767 (< 20) Submitted: 3/12/2012 2:47:45 PM : Outperform Start Price: $11.19 IDIX Score: +76.45

went up 269% for portofeille.

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Member Avatar generaltso10 (< 20) Submitted: 3/2/2012 12:47:25 AM : Outperform Start Price: $12.02 IDIX Score: +61.56

undervalued bio tech

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Member Avatar sunnyspot (35.90) Submitted: 2/5/2012 12:46:17 PM : Underperform Start Price: $11.39 IDIX Score: -68.93

Despite strong growth in recent months, Gilead Sciences beat them to the punch on hepatitis C, upon which Idenix had hung its hopes. A rebound may take a while.

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Member Avatar getrichslowfool (< 20) Submitted: 1/13/2012 3:20:40 PM : Outperform Start Price: $14.76 IDIX Score: +14.03

It is going to get bought out, likely for more than the 2.5 billion or whatever INHX got. I'm thinking 30-35 bucks per share.

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Member Avatar geomedf (< 20) Submitted: 1/11/2012 2:03:45 AM : Outperform Start Price: $12.29 IDIX Score: +47.30

Wild card is IDIX over ACHN as only remaining Nuc therapy for hep C, as VRUS and INHS both were acquired at huge premium in this narrowed space competing to develop an all-oral hepatitis C therapy for this epidemic worldwide valued at as much as $3 billion. IDIX has broken out but expect it to run up significantly in the near term based on valuation, pipeline, short covers and new valuation of 18.

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Member Avatar Biotech2010 (53.90) Submitted: 1/26/2010 8:56:24 PM : Outperform Start Price: $2.60 IDIX Score: +761.15

2.18

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Member Avatar ztaylor40 (90.38) Submitted: 1/24/2010 9:42:13 PM : Outperform Start Price: $2.78 IDIX Score: +702.02

When should I buy this stock? Plz help....

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Member Avatar sigeptrooper02 (96.45) Submitted: 11/22/2009 2:59:25 PM : Outperform Start Price: $1.88 IDIX Score: +1,123.35

spec

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Member Avatar Gumfactor (47.50) Submitted: 12/18/2008 1:12:17 PM : Outperform Start Price: $6.48 IDIX Score: +158.17

Biotech = hot.

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Member Avatar RNZ100 (95.11) Submitted: 10/8/2008 8:28:03 PM : Outperform Start Price: $5.11 IDIX Score: +277.66

Oversold (but then again, what isn't?!)

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Member Avatar Biotech2008 (49.31) Submitted: 1/4/2008 9:58:21 PM : Outperform Start Price: $2.72 IDIX Score: +754.92

CSOakes @2.51

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Member Avatar miralooku (53.93) Submitted: 7/16/2007 3:37:43 PM : Outperform Start Price: $3.63 IDIX Score: +540.53

Oversold with powerful sponsor. Will rebound for at least a 50% gain.

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Member Avatar ProphetOfProfits (55.86) Submitted: 7/13/2007 10:18:49 AM : Outperform Start Price: $3.88 IDIX Score: +497.04

worth a buy for a short term correction below $4 after the crash

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Member Avatar awolfson1015 (37.06) Submitted: 6/26/2007 7:52:22 AM : Outperform Start Price: $6.72 IDIX Score: +226.69

The company is sitting on a good amount of cash and has a major backer in the form of Novartis (NVS -- owns over 50% of IDIX's shares). Idenix currently sells a Hepatitis B drug and has a Hep C drug in Phase II trials. They are also working on an HIV drug that is in the extreme early phases of development. The Hep C drug will be used in combination with other drugs, but experienced a setback last year because of GI problems in some patients.

Honestly, I'm not a big biotech/pharma investor, but I like the idea behind this company's products and the potential for both the current Hep B drug and the possible Hep C drug. I generally avoid this realm because I don't have the background to understand the chemistry behind the drugs, but I figured this was an interesting situation to monitor through CAPS. Right now, the market is valuing this company as if it had very little chance at a future. NVS' support and the Hep B drug currently on market seem to mitigate against this pessimism.

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Member Avatar darkflame (98.14) Submitted: 4/15/2007 6:57:16 PM : Outperform Start Price: $7.26 IDIX Score: +195.42

What company is this ? Well...it's a small biotec company, Novartis owns more than 10% of it and isnt selling any shares. Novartis bought more than 4 million shares of IDIX at a price over 20 dollars per share. What's the price today ? About 7 dollars. Unfortunally relating to biotec knowledge I'm not Charly Travers and I honestly know nearly nothing about evaluating the inside value biotechnology companies, BUT, I guess the guys from Novartis know a lot and if they bough so many shares at 20 dollars per share I suppose this company is worth 20 dollars per share for somebody, so I might happily throw a couple thousand dollars to buy shares at todays price.

Also, about a year ago SOMMADOSSI JEAN-PIERRE, an Officer, bought 10.000 shares at 9 dollars per share. Ok, 10.000 isnt that many, but the guy might not be swimming in money either.

More info, Market Cap is about 400M and the company is 120M in cash ready to burn.

Price to book value is below 3... at this price I would even buy a big company like Intel, and Enterprise Value/Revenue is a confortable 4, while Microsoft is slighly over 5. If this company was profitable I wouldnt hesitate to call it a value play, this way....I'll just guess that it's a value play :)) The signs are there

Outperform dude! Here be no dragons (hope so).

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Member Avatar g1ernie (60.84) Submitted: 3/18/2007 3:05:37 PM : Outperform Start Price: $7.97 IDIX Score: +158.81

Sales of Sebivo in Europe should add to the income and improve its margins.

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