[Updates: IDX184 begins phase-1/2 monotherapy trial in HCV; revised “HCV: Most Likely to Succeed” (several changes); 2009 news flow; musings on the role on interferon in future HCV therapy; prevalence of HCV genotypes 1a and 1b; comments on non-nuke HCV “class”; relevance of nucleoside vs nucleotide (with graphics); revised table of biotech buyouts.]
HIV program: Economic rationale #msg-28959639Musings on size of an HIV partnership #msg-33411254GILD appears to be the main option #msg-33921071Revealing tidbits from RDEA’s PJ webcast #msg-29985807 When and how NVS may get involved #msg-26915744 HIV addressable market #msg-31175781HIV incidence is higher than previously thought #msg-33898893 Half of untreated US carriers are in 350-500 CD4 range #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-347725212009 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) #msg-33901499 Musings on HBV combination therapy
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