Replies to post #56008 on Biotech Values

[DewDiligence]

Addendum on U.S. HIV market share:

The figures in Msg #56008 are my own, but they are based on tidbits of information disclosed by GILD in CC’s and supporting materials for recent investor presentations. These numbers should not be taken as the gospel, but they ought to be accurate enough for investment decisions.

[microcapfun]

>>I assume you’re asking about the US market, specifically. It’s about 1/3 treatment-naïve and 2/3 treatment-experienced.<<

Thanks, Dew.

micro

[DewDiligence]

HIV Lines of Therapy by Country

[For further granularity on the US
market, please see #msg-25207136.]



First line (dark blue)
Second line (light blue)
Third line (green)
Fourth line (yellow)
Fifth line/salvage (orange)

Source: Datamonitor