Replies to post #99205 on Biotech Values

[DewDiligence]

I believe the short 48-week duration of the ABT study does not capture what I believe is the durability of Truvada when compared with Isentress, which has a low resistance hurdle when compared with Truvada.

I’m not sure I understand your point. The ABT study in question (http://clinicaltrials.gov/ct2/show/NCT00711009 ) has a standard design for a phase-3 or phase-4 trial in HIV: the primary efficacy analysis is at 48 weeks and the primary safety analysis is at 96 weeks. The 96-week data from ABT’s study will presumably be released sometime in 2011.