Atripla/Truvada from Gilead have all but locked up 2/3 of the market for first- and second-line HIV during the next 5-10 years. (The chart below is for the first line in US.)
orange: Atripla (Truvada+Sustiva) maroon: Truvada + something other than Sustiva green: Viread + two drugs other than Emtriva yellow: Three-drug cocktail excluding Viread
How can a company like IDIX hope to compete? One of the few chances is to supersede Sustiva as the NNRTI component of a 3-drug cocktail that includes Truvada. This is exactly what IDIX hopes to do with IDX899.
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