Replies to post #1829 on Idenix Pharmaceuticals (IDIX)

[DewDiligence]

>Is it possible to see a dent in Baraclude sales since Tyzeka has become available?<

The rapid growth in the overall HBV market assures that Baraclude sales will continue to increase. Tyzeka’s 4-5% share of prescriptions is obviously having some effect on the other HBV drugs, but not enough to stop them from growing.

Hepsera, too, is growing rapidly; however, its growth will cease when Viread comes to market in 2008 and GILD discontinues promotion of Hepsera.

[dewophile]

you can control for growth of the overall market by looking at market share

tyzeka in the US has clearly not been hurting baraclude..things might be different overseas and even domestically over time as more data comes in (e.g. the head to head with baraclude)

I'd also like to see endorsement of tyzeka for HIV coinfection in pts not on HAART - theoretical concerns with YMDD mutations are hampering use in these pts in the US, but the canadian guidelines make absolutely no mention of this..if cross-resistance is ultimately proven to not be an issue then this is a slice of the market idix could dominate (and it is not tiny either)