Elvitegravir (via Quadro) and IDX899 are competing for the same slot: the addend to Truvada in first- and second-line HIV; however, there ought to be more than enough business to go around. For the sake of discussion, say Quadro eventually captures 50% of the Atripla market. This would still leave a huge market for a drug such as IDX899 that could supersede Sustiva in an updated version of Atripla consisting of Truvada plus an NNRTI.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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