Izzy, could you provide more details on the UCSD researcher issue ... I have a vague recollection of this.
Also, could you clarify your point in your previous post? Bill and I are both trying to understand what's driving the PI market, and hence AGPH value.
My question is simple:
1 - Growth in the PI market assumes on continued penetration of HIV-infected, asymptomatic patients. What's the latest research on PI side effects, especially those that show up in chronic use? Is there any significant news in this area that will be presented in Geneva next month?
From what I know, the available evidence supports a physician/patient decision to use a PI, and to use Viracept, as early as possible. But if there's data that comes out that indicates PI use involves long-term side effects that are greater than those currently known, that might discourage asymptomatic patients from going on PIs. What is your opinon on a) the likelihood of such data coming out, b) the impact that would have on PI market penetration?
I'm trying to account for why there are a lot of folks, with big bucks, that are betting against AGPH. These people aren't stupid, they must have a reason. So, I'm trying to look at the bear case for AGPH (in this case, the bear case for Viracept based on a bear case for PI market growth vs. current expectations), and evaluate it.
Thanks!
Peter |
