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4.31 (1y: -54%)
Market Cap 553.6 M P/E(ttm)
Enterprise Value 355.99 M P/B 2.63
IDIX- NAS (USA)
Idenix Pharmaceuticals, Inc.
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$4.31
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 8/10

vs
industry		 vs
history
Cash to Debt No Debt
IDIX's Cash to Debt is ranked higher than
70% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: 46.63 vs. IDIX: No Debt )
IDIX' s 10-Year Cash to Debt Range
Min: 3.36   Max: 21742.5
Current: No Debt
3.36
21742.5
Equity to Asset 0.874
IDIX's Equity to Asset is ranked higher than
89% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: 0.53 vs. IDIX: 0.874 )
IDIX' s 10-Year Equity to Asset Range
Min: -13.2   Max: 0.87
Current: 0.87
-13.2
0.87
Interest Coverage No Debt
IDIX's Interest Coverage is ranked higher than
72% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: 37.90 vs. IDIX: No Debt )
IDIX' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 2
Z-Score: 4.15
M-Score: -1.98
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 4/10

vs
industry		 vs
history
Operating margin (%) -50.80
IDIX's Operating margin (%) is ranked lower than
55% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: -31.50 vs. IDIX: -50.80 )
IDIX' s 10-Year Operating margin (%) Range
Min: -11655   Max: -8.6
Current: -50.8
-11655
-8.6
Net-margin (%) -46.5
IDIX's Net-margin (%) is ranked lower than
54% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: -29.90 vs. IDIX: -46.5 )
IDIX' s 10-Year Net-margin (%) Range
Min: -9907   Max: -6.5
Current: -46.5
-9907
-6.5
ROE (%) -14.8
IDIX's ROE (%) is ranked lower than
56% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: -7.60 vs. IDIX: -14.8 )
IDIX' s 10-Year ROE (%) Range
Min: -954.8   Max: -5.7
Current: -14.8
-954.8
-5.7
ROA (%) -12.9
IDIX's ROA (%) is ranked lower than
53% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: -10.10 vs. IDIX: -12.9 )
IDIX' s 10-Year ROA (%) Range
Min: -313.7   Max: -3.3
Current: -12.9
-313.7
-3.3
Revenue Growth (%) 29.5
IDIX's Revenue Growth (%) is ranked higher than
93% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: 0.00 vs. IDIX: 29.5 )
IDIX' s 10-Year Revenue Growth (%) Range
Min: -41.7   Max: 147.7
Current: 29.5
-41.7
147.7
EBITDA Growth (%) -23.8
IDIX's EBITDA Growth (%) is ranked lower than
88% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: 0.00 vs. IDIX: -23.8 )
IDIX' s 10-Year EBITDA Growth (%) Range
Min: -58.8   Max: 71.8
Current: -23.8
-58.8
71.8
EPS Growth (%) -25.4
IDIX's EPS Growth (%) is ranked lower than
89% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: 0.00 vs. IDIX: -25.4 )
IDIX' s 10-Year EPS Growth (%) Range
Min: -67.2   Max: 76.9
Current: -25.4
-67.2
76.9
» IDIX's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

IDIX Guru Trades in Q2 2012

John Burbank 1,250,000 sh (+150%)
Jeremy Grantham 56,700 sh (+99.65%)
Steven Cohen 153,600 sh (+63.23%)
RS Investment Management 648,050 sh (+35.17%)
Seth Klarman 10,000,000 sh (+21.23%)
Louis Moore Bacon 83,600 sh (-76.11%)
» More
Q3 2012

IDIX Guru Trades in Q3 2012

Jean-Marie Eveillard 150,000 sh (New)
Seth Klarman 12,000,000 sh (+20%)
Jeremy Grantham 65,000 sh (+14.64%)
RS Investment Management Sold Out
Louis Moore Bacon Sold Out
John Burbank 1,032,192 sh (-17.42%)
Steven Cohen 13,600 sh (-91.15%)
» More
Q4 2012

IDIX Guru Trades in Q4 2012

Steven Cohen 70,100 sh (+415.44%)
Seth Klarman 20,704,700 sh (+72.54%)
John Burbank 1,032,192 sh (unchged)
Jean-Marie Eveillard Sold Out
» More
Q1 2013

IDIX Guru Trades in Q1 2013

Jim Simons 575,866 sh (New)
Jeremy Grantham 17,500 sh (New)
Seth Klarman 26,042,000 sh (+25.78%)
John Burbank Sold Out
Steven Cohen Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with IDIX

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Seth Klarman 2013-03-31 Add 25.78%0.61%$3.54 - $5.36 $ 4.31-6%26042000
John Burbank 2013-03-31 Sold Out 0.19%$3.54 - $5.36 $ 4.31-6%0
Seth Klarman 2012-12-31 Add 72.54%1.35%$3.52 - $5.3 $ 4.31-4%20704700
Jean-Marie Eveillard 2012-12-31 Sold Out 0.0025%$3.52 - $5.3 $ 4.31-4%0
Seth Klarman 2012-09-30 Add 20%0.28%$4.39 - $11.06 $ 4.31-45%12000000
Jean-Marie Eveillard 2012-09-30 New Buy$4.39 - $11.06 $ 4.31-45%150000
Seth Klarman 2012-06-30 Add 21.23%0.47%$7.24 - $10.71 $ 4.31-52%10000000
John Burbank 2012-06-30 Add 150%0.26%$7.24 - $10.71 $ 4.31-52%1250000
Seth Klarman 2012-03-31 Add 45.61%0.85%$7.01 - $14.89 $ 4.31-61%8249000
John Burbank 2012-03-31 New Buy0.17%$7.01 - $14.89 $ 4.31-61%500000
George Soros 2012-03-31 Sold Out 0.08%$7.01 - $14.89 $ 4.31-61%0
Seth Klarman 2011-12-31 Add 126.6%0.73%$4.55 - $8.22 $ 4.31-34%5665000
George Soros 2011-12-31 Add 1382.72%0.08%$4.55 - $8.22 $ 4.31-34%255028
Seth Klarman 2011-09-30 Add 99.09%0.21%$4.15 - $6.96 $ 4.31-24%2500000
George Soros 2011-09-30 New Buy$4.15 - $6.96 $ 4.31-24%17200
Seth Klarman 2011-06-30 New Buy0.26%$2.9 - $5.3 $ 4.31-7%1255700
Jean-Marie Eveillard 2010-03-31 Sold Out 0.01%$2.12 - $3.06 $ 4.3155%0
Premium More recent guru trades are included for Premium Members only!!

Top Ranked Articles about Idenix Pharmaceuticals, Inc.

IDIX at 52-Week Low - Gurus Cohen, Klarman Holding On
April 3, 2013
Seth Klarman,Steven Cohen - IDIX At 52-Week Low - Gurus Cohen, Klarman Holding On
The GuruFocus 52-week low screener reveals that Idenix Pharmaceuticals (IDIX) is at a 52-week low, with a low price of $3.32 (73.7% off its $12.61 high). Two Guru investors Steven Cohen and Seth Klarman appear to value this stock, as they are holding on. Read more...
Seth Klarman - IDIX Mega Shares and New FDA 'Breakthrough' Track
March 29, 2013
Seth Klarman - Seth Klarman - IDIX Mega Shares And New FDA 'Breakthrough' Track
As of Feb. 9, 2013, Guru Seth Klarman, legendary value investor of The Baupost Group, added 49.69% to his Idenix Pharmaceuticals Inc. (IDIX) mega position currently at 24,740,200 shares. The current share price is $3.54 with a change from average down 28%. Klarman first bought a new IDIX holding of 1,255,700 shares, in the quarter ending June 30, 2011. Read more...
Seth Klarman Buys Rovi Corp, Novagold, Idenix Pharmaceuticals, Sells Hewlett-packard, Microsoft and Hess
November 13, 2012
Seth Klarman - Seth Klarman Buys Rovi Corp, Novagold, Idenix Pharmaceuticals, Sells Hewlett-packard, Microsoft And Hess
Renowned value investor Seth Klarman just reported his third quarter portfolio. He bought into one new position, Rovi Corp (ROVI), and added to his positions in Novagold Resources, Inc., Idenix Pharmaceuticals, Inc., Viasat Inc, Novacopper Inc, Idenix Pharmaceuticals, Inc. He sells Hewlett-packard Co, Microsoft Corporation, Hess Corp. Seth Klarman’s has generated great track record, according to many value investors. That made his fund one of the largest hedge funds in the world. He was said to invest in a lot of non-conventional investments like forest, land, real estate etc. In stock investing, he tend to buy beaten down companies that are under distress. Read more...
The Baupost Group’s Seth Klarman Adds to Stake of Idenix Pharmaceuticals
November 13, 2012
Seth Klarman - The Baupost Group’s Seth Klarman Adds To Stake Of Idenix Pharmaceuticals
As of Nov. 9, Guru investor Seth Klarman of Boston-based hedge fund firm, the Baupost Group, has reported to adding to his shares of company, Idenix Phamaceuticals Inc. (IDIX), increasing his stake by 65.27 percent according to GuruFocus Real Time Picks. Read more...
Idenix Pharmaceuticals Lagging Behind in Breakthrough Hepatitis C Drug Development
July 13, 2012
Idenix Pharmaceuticals (IDIX) is one of the biopharmaceutical companies focused on discovering, developing and commercializing drugs for the treatment of life-threatening human viral diseases such as Hepatitis C. Hepatitis C is a form of liver disease that is passed on from one person to another through contact of bodily fluids. The Hepatitis C virus can severely damage the liver as it is asymptomatic and therefore, the effects are slowly felt over a long period of time. Hepatitis C has the potential to kill if not detected early enough. Read more...

Ratios

vs
industry		 vs
history
P/B 2.63
IDIX's P/B is ranked higher than
62% of the 359 Companies
in the Global Biotechnology industry.

( Industry Median: 3.76 vs. IDIX: 2.63 )
IDIX' s 10-Year P/B Range
Min: 1.28   Max: 74.22
Current: 2.63
1.28
74.22
P/S 15.96
IDIX's P/S is ranked lower than
64% of the 391 Companies
in the Global Biotechnology industry.

( Industry Median: 7.70 vs. IDIX: 15.96 )
IDIX' s 10-Year P/S Range
Min: 1.86   Max: 180.25
Current: 15.96
1.86
180.25
EV-to-EBIT -4.59
IDIX's EV-to-EBIT is ranked lower than
92% of the 266 Companies
in the Global Biotechnology industry.

( Industry Median: 21.21 vs. IDIX: -4.59 )
IDIX' s 10-Year EV-to-EBIT Range
Min: 50.5   Max: 117.3
Current: -4.59
50.5
117.3

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 2.9
IDIX's Price/Net Cash is ranked higher than
84% of the 189 Companies
in the Global Biotechnology industry.

( Industry Median: 9.50 vs. IDIX: 2.9 )
IDIX' s 10-Year Price/Net Cash Range
Min: 2.9   Max: 285.8
Current: 2.9
2.9
285.8
Price/Net Current Asset Value 243.1
IDIX's Price/Net Current Asset Value is ranked lower than
87% of the 313 Companies
in the Global Biotechnology industry.

( Industry Median: 41.90 vs. IDIX: 243.1 )
IDIX' s 10-Year Price/Net Current Asset Value Range
Min: 18   Max: 744.5
Current: 243.1
18
744.5
Price/Tangible Book 2.6
IDIX's Price/Tangible Book is ranked higher than
70% of the 344 Companies
in the Global Biotechnology industry.

( Industry Median: 4.90 vs. IDIX: 2.6 )
IDIX' s 10-Year Price/Tangible Book Range
Min: 2.6   Max: 15.8
Current: 2.6
2.6
15.8
Price/Median PS Value 0.6
IDIX's Price/Median PS Value is ranked lower than
54% of the 345 Companies
in the Global Biotechnology industry.

( Industry Median: 1.10 vs. IDIX: 0.6 )
IDIX' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 6.6
Current: 0.6
0.2
6.6
Forward Rate of Return (Yacktman) -42.07
IDIX's Forward Rate of Return (Yacktman) is ranked lower than
85% of the 392 Companies
in the Global Biotechnology industry.

( Industry Median: 0.00 vs. IDIX: -42.07 )
IDIX' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -50.3   Max: -32
Current: -42.07
-50.3
-32

Business Description

Idenix Pharmaceuticals, Inc. is a biopharmaceutical company engaged in the discovery and development of drugs for the treatment of human viral diseases with operations in the United States and Europe. The Company's main research and development focus is on the treatment of hepatitis C virus, or HCV. HCV is a cause of liver disease. The Company is currently developing nucleoside/nucleotide polymerase inhibitors and NS5A inhibitors to inhibit HCV replication. The Company has developed a non-nucleoside reverse transcriptase inhibitor, or NNRTI, drug candidate, IDX899, for the treatment of human immunodeficiency virus type-1, or HIV, and acquired immune deficiency syndrome, or AIDS, for use in combination therapy. In 2008, it successfully completed a proof-of-concept clinical trial of IDX899 in treatment-naïve HIV-infected patients. In February 2009, it licensed its NNRTI compounds to GlaxoSmithKline. In collaboration with Novartis, it developed telbivudine (Tyzeka/Sebivo) through commercialization for the treatment of patients with HBV. In October 2006, the FDA approved Tyzeka in the United States and Sebivo was approved in 2007 in more than 50 countries outside the United States, including major Asian countries and several countries included in the European Union. Companies the compete with in the HCV market include Abbott Laboratories, Boehringer Ingelheim International GmbH, F. Hoffman-LaRoche & Co., Johnson & Johnson, Merck & Co., Inc., Bristol-Myers Squibb Company, Novartis, Gilead Sciences, Inc., Vertex Pharmaceuticals, Inc., Achillion Pharmaceuticals, Inc., Enanta Pharmaceuticals, Inc., and Presidio Pharmaceuticals, Inc. The Company is subject to federal, state and local laws and regulations governing the use, manufacture, storage, handling and disposing of hazardous materials and waste products, including certain regulations promulgated by the U.S. Environmental Protection Agency, or EPA.
Company Website
SEC Reports
Industry: Biotechnology
Compare:NVO, AMGN, GILD, BIIB, CELG
Traded in other countries:NO9.Germany
» More Articles for IDIX

Headlines

Articles On GuruFocus.com
Seth Klarman Buys BP, AIG, Elan Corp, Sells News Corp., Oracle May 14 2013 
The Far-Off Four, 52-week Lows Held by Gurus May 11 2013 
Numbers for the Day May 08 2013 
IDIX at 52-Week Low - Gurus Cohen, Klarman Holding On Apr 03 2013 
Seth Klarman - IDIX Mega Shares and New FDA 'Breakthrough' Track Mar 29 2013 
Seth Klarman’s Baupost Group Buys AIG, Idenix Pharmaceuticals, Sells Hewlett-Packard, Oracle, Micr Feb 13 2013 
Seth Klarman Buys Rovi Corp, Novagold, Idenix Pharmaceuticals, Sells Hewlett-packard, Microsoft and Nov 13 2012 
The Baupost Group’s Seth Klarman Adds to Stake of Idenix Pharmaceuticals Nov 13 2012 
Four New Picks from Seth Klarman: ORCL, GNW, HES, NCQ; Adds to HPQ, BP, NG, ANV, IDIX, VSAT Aug 13 2012 
Idenix Pharmaceuticals Lagging Behind in Breakthrough Hepatitis C Drug Development Jul 13 2012 

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