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 3Q09 CC:
US patients: All lines 180K on Atripla (32% share) 211K on Truvada (37% share) †20K on Viread (4% share) ==== 411K on tenofovir in some form (72% share) 160K on non-tenofovir regimens (28% share) ==== 571K total patients, +6% year-over-year, flat quarter-over-quarter
US patients: First-line only Atripla or Truvada: 85% share (Atripla per se 50% share) ‡Epzicom: 4% share
EU* patients: All lines 281K total patients, +7% year-over-year, +1% quarter-over-quarter
EU* patients: First-line only Atripla or Truvada: 74% share in 3Q09 ‡Kivexa: 11% share in 3Q09
*Top-5 EU countries: Germany, France, UK, Italy, Spain. **As of the end of 2Q09 unless otherwise specified. †Estimate by Dew. ‡Epzicom (US) and Kivexa (EU) are the same product: a combination of GSK’s Epivir and Ziagen.