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Monday, February 18, 2008 11:04:28 PM
IDX899 Seeks to Supersede Sustiva
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.
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.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”
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