Biotech Values

[DewDiligence]

Show me the data! Until I see it, I find it hard to believe that ritonavir boosting of Reyataz has as large an effect on resistance as you claim.

…because patients could not tolerate ritonavir…

The FDA label for non-boosted Reyataz is not restricted to patients intolerant of ritonavir; one would think it would be if your claims in this thread were entirely accurate.

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Let’s recap: The point of contention in this thread appears to be my assertion in #msg-45207265 that the market in first- and second-line HIV is moving away from PI’s. Do you not accept this premise?

If not, all you have to do is compare the sales trajectories of Reyataz and Kaletra to Sustiva and Isentress. If, after doing this, you still don’t believe that the market is moving away from PI’s, call GILD to ask what proportion of the combined Atripla/Truvada market in the US and EU includes a PI, and also ask how this proportion is changing from quarter to quarter.