Biotech Values

[DewDiligence]

Re: Notes on US HIV Market from GILD CC

The fact that the Atripla’s Rx share is almost as large as Truvada’s molecule share (which includes the Rx share of Atripla + the Rx share of standalone Truvada) shows the immense importance of formulating an HIV regimen into a single qD pill.

In other words, Atripla is blowing away Truvada+Reyataz and Truvada+Kaletra despite the fact that Reyataz and Kaletra are arguably as safe and effective as Sustiva (the non-Truvada component of Atripla) when combined with Truvada.