Biotech Values

[ciotera]

Your claim was that people are moving away from PIs because of poor resistance barrier and tolerability issues. While I agree with the tolerability argument, when there is a concern about resistance the standard choice is still a boosted PI regimen (vs. NNRTI or II). Boosting in this case isn't simply about QD vs. BID, there is clinical evidence that the resistance barrier is compromised if the PI regimen is not boosted.

Truvada, as you are pointing out, is being combined into FDRs (Atripla, Elvitegravir Quad) with the intention of extending its usefulness to Gilead beyond 2018. And that's a completely logical lifecycle management strategy unless the paradigm shifts away from the 2nukes+3rd agent, that's all I'm saying.