Replies to post #99057 on Biotech Values

[Elroy Jetson]

Regardless of Atripla holding second place sales, Sustiva with Truvada.

I believe a superior drug combination is Intelence with Truvada, due to enhanced durability and greatly reduced side-effects in lipid profiles.
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[DewDiligence]

2Q10 Isentress sales grew 55% year-over-year to an annualized rate of $1.1B.

[DewDiligence]

3Q10 Sustiva sales* were $342M, +9% YoY:

http://finance.yahoo.com/news/BristolMyers-Squibb-Third-bw-3674164353.html?x=0&.v=1

*Including the Sustiva portion of Atripla.