Replies to post #63451 on Biotech Values

[DewDiligence]

>One thing that strikes me is that IDIX’s stated goal is once-a-day therapy in HIV, whereas the current testing is qd.<

I do not understand what you mean––is there a typo above?

[DewDiligence]

>It also seems strange that no new NNRTI has been approved since 1998. Is it right to assume this is because the current ones work well enough and the only improvements are in dosing and in resistant strains?<

Sustiva (by far the leading NNRTI) is indeed a good drug, although it has a relatively low barrier to resistance.

I think the reason nothing has yet superseded Sustiva is that it’s a tall order to develop a drug which is qD and is effective at a low enough dose to enable safe and tolerable co-administration (ideally co-formulation) with Truvada. Not that many companies have the expertise to do it.



Let’s talk biotech!
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”