Replies to post #120344 on Biotech Values

[DewDiligence]

How much Sustiva is there really left out there?

1Q11 Sustiva sales (including sales to GILD for Atripla) were $343M, +2% YoY (http://www.bms.com/news/press_releases/pages/default.aspx?RSSLink=http://www.businesswire.com/news/bms/20110428005463/en&t=634395711579231222 ).

…wouldn't Intelence be also affected?

Yes, Intelence will also be affected, but Sustiva has more ground to lose because it outsells Intelence a factor of about 5x (http://www.investor.jnj.com/releasedetail.cfm?ReleaseID=570002 ). Regards, Dew

[DewDiligence]

Edurant will not cannibalize Intelence, according to JNJ. Edurant (and ‘Btripla’) will be limited to the treatment-naïve setting, while Intelence will be limited to the treatment-refractory setting. (Source: Today’s JNJ webcast)