Replies to post #55798 on Biotech Values

[microcapfun]

>>Share of U.S. HIV Treatment-Naïve Rx’s<<

Dew,

Do you happen to know the fraction of the HIV market which involves treatment-naive patients?

Given that most treated patients now live for decades but begin to resist at least one of their therapies within a few years, my guess would be that it is well below 50% and shrinking.

micro

[DewDiligence]

Re: Share of U.S. HIV Rx’s

In 4Q07, Atripla’s US Rx share in the first line rose to 55% (from 53% in the pie chart in #msg-25102913), while GILD’s overall share of US Rx’s in the first line remained close to 80%.

In the overall US market (first line plus later lines), Atripla’s Rx share is now 25% and GILD's overall share of RX's is 65%.

Source: Today’s GILD CC