Replies to post #73269 on Biotech Values

[genisi]

#1- Docs don't like to combine Epzicom with Sustiva because rash can be an early symptom of Ziagen hypersensitivity and Sustiva can also cause rash and so interfere with detecting early hypersensitivity reactions to Ziagen. GSK had hoped to increase Epzicom sales by developing a genetic test (for HLA-B*5071) to screen for patients susceptible to Ziagan hypersensistivity. Co-formulating Epzicom in a fixed dose triple combo with a better NNRTI with no overlapping tox, may boost sales.

#2- Another possible direction for GSK is to combine IDX899 with their qd integrase inhibitor currently in phase II:

http://www.gsk-clinicalstudyregister.com/protocol_detail.jsp;jsessionid=FDC177CDE5C8192C6A8C55A1050DEB6B?protocolId=111602&studyId=25026&compound=Gsk1349572

[rkrw]

Do you think the market is now discounting 899 because they partnered with gsk?