Replies to post #120594 on Biotech Values

[DewDiligence]

JNJ certainly intends that for co-positioning, but I doubt Edurant by itself will make a dent in Atripla's business in first line.

Since Edurant and Intelence are much more similar than different, the pigeonholing of these two drugs into their respective settings would seem to be based on business rather than medical considerations. As far as I can tell, there isn’t any reason why docs who have done their homework would prefer Intelence to off-label Edurant in the treatment-experienced setting, but JNJ insists that there will be no cannibalization.