The HIV market continues to grow slowly but steadily in the US and EU thanks to increased testing, which has been facilitated by recent legislation (#msg-31419107), and new treatment guidelines that recommend an earlier start (#msg-33124429).
Here are some data* on HIV and HBV penetration and market share as provided by GILD on its 4Q08 CC:
US HIV patients: All lines 174K on Atripla (31% share) 188K on Truvada (34% share) †23K on Viread (4% share) === 385K on tenofovir in some form (69% share) 175K on non-tenofovir regimens (31% share) === 560K total patients, +9% year-over-year, +2% quarter-over-quarter
US HIV patients: First-line only Atripla + Truvada: >80% share (down from 85% in prior qtr)
EU‡‡ HIV patients: All lines 270K total patients, +7% year-over-year, +2% quarter-over-quarter
EU‡‡ HIV patients: First-line only Atripla** + Truvada: 70% share (up from 55% in prior qtr)
US HBV new Rx’s ‡Hepsera: 28% share Viread: 20% share††
*As of the end of 3Q08. **Not yet reimbursed in France. †Estimate by Dew. ††Exceeds shares of Tyzeka and Lamivudine. ‡No longer being promoted. ‡‡Top-5 EU countries only (Germany, France, UK, Italy, Spain).
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