Biotech Values

[ciotera]

However, the market has been moving away from the use of PI’s in early lines of therapy because they have a relatively poor resistance profile and mediocre tolerability.

Correct me if I'm wrong, but boosted PIs have an extremely high resistance barrier, definitely higher than any NNRTI or II.

More importantly, I do not agree that the "third agent paradigm" is here to stay indefinitely. Truvada may be the cleanest nuke but there are cleaner classes now, so I wouldn't be surprised to see nuke-sparing regimens come to dominate first line at some point because of improved tolerability. Obviously they would need to be QD and non-inferior to nuke-based regimens in terms of efficacy and resistance.