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Biotech / Medical : Agouron Pharmaceuticals (AGPH)
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To: JOHN W. who wrote (2977)11/25/1997 6:06:00 PM
From: Pseudo Biologist  Read Replies (2) of 6136
 
John, I came accross a little article in something called "Drug & Market Development" (October 1 issue) that touches upon PIs in development. As you state, the only one in a more or less advanced stage of clinical development is the Glaxo/Vertex drug. However, the article also mentions Kynostatin (aka KNI-272 by Nikko Kyoto Pharmaceuticals and the NCI), and U103373 by Pharmacia & Upjohn. I am also aware of a follow-up PI to Norvir/ritonvir by Abbott known as ABT-378; this one may have started phase I trials in 1997.

The article also estimates US market potential for PI's; by 2001 the author sees a market of just under $2 billion a year, assuming 1.1 mill HIV-infected individuals, a market penetration of combination therapy of 31 %, and an annual cost per patient of $5,600 (which I guess it is the same as it is now?).

As a comment on Henry's post of an AP article, I am curious to know what is meant by "in development." For example, the current issue of the Journal of Medicinal Chemistry has an article on new PIs by Parke-Davis; it does not look as if this is really being pursued at least at the preclinical level. If one counts this kind of early effort, I can see how one can come up with figures like "over 40 new antiviral therapies."

PB
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