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DewDiligence

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DewDiligence

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Re: ciotera post# 106809

Wednesday, 10/20/2010 9:38:05 PM

Wednesday, October 20, 2010 9:38:05 PM

Post# of 257262
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.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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