Biotech Values

[DewDiligence]

HIV factoid: Approximately half of US diagnosed but untreated HIV carriers have CD4 counts in the 350-500 range; this is the range in which proposed guidelines recommend initiation of antiretroviral treatment while existing guidelines do not.

In other words, patients in the 350-500 range will likely generate a quantum jump in the number of US HIV patients who are treated with such drugs as Atripla and Truvada.

(Source: GILD PJ webcast)