IDIX/GSK/GILD: From a scientific standpoint, there’s nothing magical about excluding nukes from an HIV cocktail; however, a nuke-sparing regimen offers GSK a legitimate chance to become a consequential player in a market GSK owned lock, stock, and barrel until GILD usurped it.
Moreover, if an II/NNTRI regimen such as IDX899 + S/GSK1349572 panned out, it would come with a readymade marketing message in the form of a rhetorical question: “Would you rather put your AIDS patients on a cocktail of three drugs, or a cocktail of two drugs?” Even the most junior sales reps could master an angle like that.
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