Replies to post #99114 on Biotech Values

[ciotera]

I would not dismiss Isentress so readily.
It is the cleanest drug on the market that delivers efficacy comparable to Sustiva.
Convenience and Tolerability drive choice of therapy for most patients, and Isentress, while lagging on the former, is unparalleled on the latter. I think for the time being, at least until elvitegravir launch, it will own tolerability switches, while rivaling Prezista (or maybe lagging a little behind) in efficacy switches. Neither of them will make tremendous gains against Atripla in first line, but once a switch is needed, both Isentress and Prezista will fair very well in the near future, Isentress possibly even better than Prezista because of dominating the tolerability angle while also delivering on the efficacy.

[genisi]

Isentress QD dose is still possible as you noted (final data collection date for primary outcome measure of the trial is October 2010) but low barrier to resistance is there to stay.