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Biotech / Medical : Biotech Valuation
CRSP 54.19-4.7%3:59 PM EST
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To: A.J. Mullen who wrote (10351)2/8/2004 9:56:13 PM
From: Biomaven  Read Replies (1) of 52153
 
Ashley,

equivalent to a 50-60 fold reduction. Does that mean much in the case of HIV?

I don't think that anyone is suggesting that this drug will work as long-term monotherapy, for precisely the reasons you suggest. But as part of a cocktail it's quite another issue. There you are looking for low toxicity and decent efficacy when combined with other drugs (including perhaps another one in the same class).

As HIV has become a chronic disease, so ease of use (once a day with low pill burden) and tox issues become more important. But on the downside it will be up against fixed pill combos from GSK and GILD which will likely dominate the market for a while. However, in general the HIV market seems pretty efficient - the better drugs take market share from established drugs fairly quickly - just look at Viread.

But it's still very early here - we don't know what the long term resistance, efficacy and tox will look like or how well it might combine with other drugs.

Peter
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