Biotech Values

[DewDiligence]

Re: Musings on successors to Atripla

I believe a superior drug combination is Intelence with Truvada, due to enhanced durability and greatly reduced side-effects in lipid profiles.

Agreed that Intelence is a fine drug. If Intelence did not have to be dosed BID and with food, JNJ would probably never have bothered to develop TMC278.

Perhaps you and ‘ciotera’ are correct and tolerability/resistance will count for more than dosing frequency in the configurations of new HIV cocktails. However, I’m skeptical of the notion that a market accustomed to a single qD pill such as Atripla can revert to BID cocktails to a material degree. I can’t think of a case in any medical indication where this has happened. Regards, Dew

p.s. Please stop by and say hello on #board-15427. Your first-hand knowledge of how things work in Big Oil would be an asset to the board.