The terms nucleotides/nucleosides in #msg-49115388 refer to HCV nucleoside (or nucleotide) polymerase inhibitor not to HIV nucleoside (or nucleotide) reverse transcriptase Inhibitor. Viread is a nucleotide analog.
Truvada is a very good product, and there is little or no opportunity for a new nuke-based HIV backbone to supplant it. Even if a better nuke-based backbone could be developed, it would come to market after Truvada loses patent protection and becomes available as a generic.
Hence, I strongly doubt that anyone will even try to develop a newer and better nuke-based HIV backbone. The premise of #msg-49276920 is that the opening for a commercially successful product in HIV is for either an addend to Truvada (paragraphs #1 and #2) or a nuke-sparing regimen (paragraph #3).
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