Biotech Values

[ciotera]

Abacavir and that's hard to sell.

I think fears of abacavir hypersensitivity are vastly exagerated.
People think physicians actively prefer Truvada over Epzicom, while I would argue that they are using it by inertia and if there is a really good clean highly effective integrase that does not need artifical boosting to be QD, I'd be ok using it with Epzicom instead of Truvada (after testing for abacavir hypersensitivity). As I said, it'll come down to who is a better marketer, GILD or ViiV - it'll be a very interesting fight to watch.