Replies to post #78033 on Biotech Values

[DewDiligence]

Why not add NNVC to the cocktail mix mix for HIV? I know it's a LOOOOONG shot as things now stand, but in time, it may truly be the answer.

The thread you replied to was about HCV, not HIV. This is the second time you’ve confused these two indications on this board—please get a grip!

[DewDiligence]

What Is and Isn’t Needed in the HIV Market

Why not add NNVC to the cocktail mix mix for HIV? I know it's a LOOOOONG shot as things now stand, but in time, it may truly be the answer.

HIV can be well-treated by existing drug cocktails insofar as newly diagnosed patients who are started on antiretroviral treatment while their CD4 cell counts are still moderately high have a life expectancy almost as long as a person of the same age and sex without HIV! Hence, HIV therapy does not need an “answer” (your word). Rather, what HIV therapy needs are incremental improvements in:

• Tolerability, e.g. fewer CNS side effects such as the ones typically seen with Sustiva;

• Convenience, e.g. the advent of additional Atripla-like all-in-one pills; and

• Higher barriers to resistance so that patients do not have to change treatment regimens.

These are the kinds of improvements that real drug/biotech companies are focusing on in the HIV arena.