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Thursday, July 19, 2007 6:38:46 PM
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>Although I expect tenofovir to displace adefovir as monotherapy, I wouldn't be surprised if it [adefovir] hangs on as a player in combos, at a lower price point…<
>>> Adefovir (Hepsera) is more expensive than tenofovir (Viread) and will remain so. GILD cannot charge a premium for Viread in HBV because the Viread price is set by the HIV market. <<<
My point was that if tenofovir displaces adefovir in the HBV monotherapy market , that re-pricing of adefovir at a lower point may allow it to be a viable player in combos , in a manner such that total worldwide HBV sales and profits of the two exceed that which would occur if only tenofovir remained on the market. Mainly I was making the point that adefovir and tenofovir may be more different than one would expect , as regards resistance profiles , and therefore there might be value in keeping adefovir on the market for HBV combos.
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>…since it seems that the cross-resistance patterns between adefovir and tenofovir might not be as troublesome as one might expect based on structural similarities.<
>>> If you’re suggesting that Viread + Hepsera will be a commonly used combination, I think you’re out to lunch. Extremely unlikely, IMO <<<
That's not what I was suggesting at all , and I think you know it. I was suggesting that if both remain on the market , as suggested above , that adefovir might be part of some combo that could then be followed by a different combo including tenofovir , if resistance to the first combo develops. The reverse might also be true. Right now it's not clear that cross-resistance between tenofovir and adefovir will be as troublesome as cross-resistance between , say , lam and telbivudine.
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BTW , thanks for reminding me why I continue to post less , and enjoy it more. That's something I don't want to forget.
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