Biotech Values

[DewDiligence]

True—Prezista is putting up some great numbers: 3Q10 sales of $230M, +56% (!) year-over-year in constant currencies. However, the PI class as a whole is nonetheless losing share as Reyataz (3Q10 numbers not yet out) and Kaletra (3Q10 sales of $328M, -5% YoY) have hit a wall while non-PI’s Intelence and Isentress have been steadily gaining.