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Biotech / Medical : Agouron Pharmaceuticals (AGPH)

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To: scaram(o)uche who wrote (4575)6/29/1998 7:01:00 AM
From: Henry Niman  Read Replies (2) of 6136
 
Rick, I don't think that anyone would say that PIs are not effective. However, the key questions focus on duration and resistance.

I thought that the study that you linked began to show how serious the duration and resistance problems were. My quick read of the report indicated that 34% of naive patients who started the three drugs had detectable levels of virus after 2 year. Of course that was better than the 70% who started therapy without a PI, but 34% is a rather high number and the emerging viruses will be resistant to all three drugs.

When PIs came out I had said that resistance would be a problem and the longer term results seem to be making the point rather clearly.

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