Deutsche Bank just gave Idenix (NASDAQ: IDIX) a big buy recommendation, projecting a stock price of $7 per share, which is more than 55% higher than what the stock closed at yesterday, and the stock climbed 15% as a result. Its drug IDX-184 is still in development and on clinical hold because of its similarities with a drug from Bristol-Myers Squibb (NYSE: BMY) that had catastrophic results. But it's aimed at the hottest area in health care right now -- the treatment of hepatitis-C -- and Deutsche Bank thinks it is significantly different from Bristol's drug. Many wonder, however, if it isn't too late for a small company to enter this space, as drug cocktails demonstrating miraculous cure rates are already further along in development from both Abbott Labs (NYSE: ABT) and Gilead (NASDAQ: GILD).

See more in the following video.

David Williamson and The Motley Fool have no positions in the stocks mentioned above. Motley Fool newsletter services recommend Gilead Sciences and Vertex Pharmaceuticals. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.