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Biotech / Medical : Indications -- HIV

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To: DewDiligence_on_SI who wrote (80)2/21/2009 4:10:54 PM
From: Elroy Jetson  Read Replies (1) of 155
 
I believe GSK will combine IDX899 with the Epivir used in Epzicom, and perhaps add a second RTI inhibitor.

The reason is Epivir resistance creates a far less fit virus, so it's continued use is valuable even in patients whose virus is resistance to Epivir. For this reason the Epivir franchise is far from dying, but it does explain why it is being promoted as part of a combo drug - new patent.

The Epzicom franchise was never fully alive because of the drug reaction problems associated with Abacavir. Yes, the new tolerance testing will help, but it still make Abaxavir and Ziagen second string medications.

Adding another drug is useful in marketing only if the third addition is uniformly tolerated. This is the main selling point of the Atripla containing a slightly modified version of Epivir with Viread, also sold as Truvada, in combination with the more problematic but durable Sustiva.

Atripla is a cheap combination, favored by those paying the bills, which has an extremely unfavorable lipid profile.

More widely used is the Truvada combo from Atripla in combination with a protease inhibitor like Reyataz another BMY drug, or protease and integrase inhibitor like Isentress.
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