Biotech Values

[DewDiligence]

GILD has evidently renamed the four-drug combo pill that includes Elvitegravir + GS9350 + Truvada from “Quadro” to “Quad.” Establishing non-inferiority to Atripla at 24 weeks is a good start—it keeps Quad in the running for the regimen most likely to supersede Atripla in the early lines of HIV treatment.

The other phase-2 study reported in the PR you posted is harder to interpret. I would think that GS9350 would need to show superiority to ritonavir in some respect for it to supplant ritonavir as the PI-boosting agent of choice in HIV. However, the PR gives no indication that GS9350 was any better than ritonavir in the head-to-head study where both were added to Reyataz + Truvada.