Replies to post #94568 on Biotech Values

[DewDiligence]

1Q10 Isentress sales were $232M, +57% YoY and -1% QoQ:

http://finance.yahoo.com/news/Merck-Announces-FirstQuarter-bw-2904065428.html?x=0&.v=1

[DewDiligence]

World’s Top-Selling HIV Drugs

 
                       2009 $B  Date FDA   Drug 
             Company    sales   approved   Class(classes)

Truvada GILD 2.49 2004 purine nuke/pyrimidine nuke
Atripla GILD/BMY 2.38 2006 purine nuke/pyrimidine nuke/non-nuke
Reyataz BMY 1.40 2003 PI
Kaletra ABT 1.37 2000 PI
Sustiva BMY 1.28* 1998 non-nuke
Epzicom ViiV† 0.86 2004 purine nuke/pyrimidine nuke
Isentress MRK 0.75 2007 integrase inhibitor
Viread GILD 0.67 2001 purine nuke
Combivir ViiV 0.67 1997 two pyrimidine nukes
Prezista JNJ 0.59 2006 PI
Epivir ViiV† 0.54 1995 pyrimidine nuke

*Includes 37% of Atripla sales.
†Joint venture of GSK and PFE. Source: http://www.reuters.com/assets/print?aid=CNLDE66C0FR20100719; I corrected the table for the omission of Sustiva and added the drug-class column.