Re Alex Brown recommendation, especially this:
<<--Specifically, total Viracept prescriptions captured by IMS America for the month of October were 41,085, up 9.5% sequentially. For this entire class of drugs, which includes Viracept, Merck's Crixivan, Roche's Invirase and Abbott's Norvir, total prescriptions for the month of October were 143,402, up 6.0% sequentially. Importantly, Viracept continued to gain market share within this class of drugs; Viracept's market share increased from 27.7% in September to 28.7% in October, while Crixivan's market share remained flat at 41.1%.>>
The NIH thinks 650,000 to 900,000 people were living with HIV infection in 1996 in the U. S.. From the IMS data it looks like maybe something like one third to one fourth of them are being treated with protease inhibitors. I also understand that the infection continues to spread The 6% monthly growth of the use of protease inhibitors in the U. S. could go on for a long time. |
