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Re: DewDiligence post# 67504

Tuesday, 12/23/2008 7:19:45 PM

Tuesday, December 23, 2008 7:19:45 PM

Post# of 257253
Also-ran players in the US HIV market:

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.)


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