Replies to post #99121 on Biotech Values

[DewDiligence]

GSK’s integrase inhibitor—the drug that is being tested with IDX899—is dosed once daily.

How do you think the GSK drug will stack up against the other II's on the market or in development?

Let’s wait for the clinical data.

Are there advantages to having a nuke-sparing regimen?

You asked this question a few months ago; I answered in #msg-49282477. Regards, Dew

[ciotera]

FWIW, PI sparing does not sound as exciting to me as nuke sparing at this point. It's just math - everyone is on NRTIs and they are not going anywhere, while there are fewer and fewer people on PIs each year, especially the problematic ones like Kaletra.