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Replies to #99112 on Biotech Values
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genisi

07/20/10 12:31 PM

#99113 RE: DewDiligence #99112

Once-daily Kaletra was approved end of Apr for treatment in experienced patients, so the downfall might slow a bit. Reyataz is already the leading PI and Prezista is a tough competitor but I think Isentress might be less of a competitor due to low barrier to resistance. On the big picture I agree with ciotera - the trend is not in favor for Kaletra.