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DewDiligence

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DewDiligence

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Re: ciotera post# 120344

Friday, 05/20/2011 4:37:28 PM

Friday, May 20, 2011 4:37:28 PM

Post# of 257580

How much Sustiva is there really left out there?

1Q11 Sustiva sales (including sales to GILD for Atripla) were $343M, +2% YoY (http://www.bms.com/news/press_releases/pages/default.aspx?RSSLink=http://www.businesswire.com/news/bms/20110428005463/en&t=634395711579231222 ).

…wouldn't Intelence be also affected?

Yes, Intelence will also be affected, but Sustiva has more ground to lose because it outsells Intelence a factor of about 5x (http://www.investor.jnj.com/releasedetail.cfm?ReleaseID=570002 ). Regards, Dew

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

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