With Atripla and Truvada, GILD has established an 85% patient share in the first-line setting and a 67% patient share overall (#msg-32944110). Sustiva, Reyataz, and Kaletra (from BMY, BMY, and ABT, respectively) are large-selling drugs that fill out most of the Truvada-based cocktails.
So, who has the remaining crumbs?
Several companies do, as depicted by this slide from MRK’s recent R&D webcast:
Note that these are patient shares, not Rx shares. (Rx shares are much smaller because nearly all non-Atripla patients take several HIV drugs simultaneously.)
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”