I think, Sustiva that's left is primarily in complicated cocktails in later lines that cannot be simplified to Atripla. As long as VL stays suppressed in those patients, it's unlikely that Sustiva will be swapped out for Edurant or Intelence for that matter, or Isentress.. of course if there is a K103N mutation, it'll be dropped in a heartbeat, but it's basically a small opportunity of virological failures on complicated cocktails (that could not be simplified to Atripla). A much larger opportunity is in traditional 2NRTI+3rd agent space, switching for various reasons, including tolerability, but here, Edurant is going to step on Intelence's toes.
Anyway, I don't see Edurant ammounting to much, with Btripla coming up in August, especially since edurant.com is registered to some guy in Greenfield, WI.. who launches a drug without a .com website nowadays? Couldn't they find another crappy sounding brand name that was still available? My nickname on this board, for instance? :)
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