Biotech Values

[rfj1862]

AOM

>it has also an ccr5 inhibitor<

Twice the number of drugs = two or more times the risk for AEs, toxicities, and drug interactions.

If a company focusing on HIV comes up with a drug in any class that provides efficacy equivalent to currently available agents but with extremely good tolerability, I'd be encouraged to bite.

In my opinion, the real advances in HIV therapy no longer lie with developing novel classes. Instead, improving tolerability is the key.

HIV is a lifelong disease, the ability to live with it without suffering all the AEs associated with current agents would be an impressive advance. Still waiting....