OMG, thanks Dew. I'll need to pull up and print everything for a long flight I must take tomorrow. A five hour flight each way, in one day, for a mere three and a half hour meeting......DREADFUL.
[Updates: 3Q08 financial results and cash-usage guidance; link to 3Q08 CC; revised table on HCV competitive landscape; updates on Isentress and RDEA806; estimated royalty income; revised table of recent biotech buyouts.]
HIV program: Economic rationale #msg-28959639Musings on size of an HIV partnership #msg-29985807 When and how NVS may get involved #msg-26915744 HIV addressable market #msg-31175781HIV incidence is higher than previously thought #msg-26915314IDX899 seeks to supersede Sustiva #msg-27344078Economics of the first-line setting #msg-30944437 Sustiva sells more than $1.1B/yr #msg-32944110 HIV market size/share (from GILD CC) #msg-31419107 Increased HIV screening will expand market #msg-33124429 New guidelines to recommend earlier treatment
HIV program: Clinical rationale #msg-319351032008-2009 clinical goals #msg-29959114 7-day monotherapy data (200-800mg) #msg-31925486 7-day monotherapy data (100mg) #msg-31944395 7-day monotherapy data (viral-load chart) #msg-24329960 IDX899 has no cross-resistance to Sustiva #msg-29985830 Design of a late-stage HIV trial
HBV program #msg-32683976 Estimated royalty income from NVS #msg-23785846 Status of Sebivo launch in EU #msg-23434932 Treating asymptomatic e- patients will boost market #msg-11099728 US Asian immigrants largely untreated #msg-32945811 Viread alters competitive landscape (1) #msg-33257652 Viread alters competitive landscape (2)
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