Makes more sense anyway, although I feel that you're making the most negative assumption possible, as usual. You're assuming similar efficacy, which may not be true. From the Theratechnologies PR regarding P3 trial results:
"At the end of the treatment period using ibalizumab with optimized background regimen (OBR), the proportion of study participants with undetectable viral load (HIV-1 <50 copies/mL) was 43% (mean viral load reduction of 3.1 log10) and 53% of patients had a viral load lower than 400 copies/mL."
It seems like almost half of the patients who could be stolen from PRO 140 by Ibalizumab will likely still be "failing" their regimen. Preliminary results from PRO 140 sound much stronger than that, much closer to 100% as opposed to ~50%. Granted, we don't have complete trial data yet for PRO 140, that's obvious. But if the numbers we DO have hold up, and I'm a patient who qualifies for PRO 140, I'm opting for the one batting nearer to 1.000 than .500. Come to think of it, I'd pick that if I were the doctor too.
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