Replies to post #106809 on Biotech Values

[DewDiligence]

True—Prezista is putting up some great numbers: 3Q10 sales of $230M, +56% (!) year-over-year in constant currencies. However, the PI class as a whole is nonetheless losing share as Reyataz (3Q10 numbers not yet out) and Kaletra (3Q10 sales of $328M, -5% YoY) have hit a wall while non-PI’s Intelence and Isentress have been steadily gaining.

[DewDiligence]

FDA approves expansion of Prezista label to second-line HIV:

http://finance.yahoo.com/news/FDA-Approves-prnews-4149623868.html?x=0&.v=1