The HIV market continues to grow slowly but steadily in the US and EU thanks to increased testing, which has been facilitated by recent legislation (#msg-31419107), and new treatment guidelines that recommend an earlier start (#msg-33124429).
GILD’s Atripla/Truvada franchise continues to take market share from GSK’s ‡Epzicom/Kivexa, which is a now a very distant second among nucleoside backbones.
Here are data** on penetration and market share as provided by GILD on its 1Q09 CC:
US patients: All lines 175K on Atripla (31% share) 195K on Truvada (34% share) †20K on Viread (4% share) ==== 390K on tenofovir in some form (69% share) 175K on non-tenofovir regimens (31% share) ==== 565K total patients, +7% year-over-year, +1% quarter-over-quarter
US patients: First-line only Atripla or Truvada: >80% share (Atripla per se 50% share) ‡Epzicom: 6% share (down from 12% in 1Q08)
*EU patients: All lines 273K total patients, +7% year-over-year, +1% quarter-over-quarter
*EU patients: First-line only Atripla or Truvada: 73% share in 1Q09 (up from 70% in 4Q08) ‡Kivexa: 13% share in 1Q09 (down from 20% in 1Q08)
*Top-5 EU countries: Germany, France, UK, Italy, Spain. **As of the end of 4Q08 unless otherwise specified. †Estimate by Dew. ‡Epzicom (US) and Kivexa (EU) are the same product: a combination of GSK’s Epivir and Ziagen.