Replies to post #123969 on Biotech Values

[NP1986]

Re: Edurant -
It's not very surprising since there were question marks about Edurant's efficacy in comparison to Sustiva. I don't think Btripla will cannibalize Atripla sales to a great extent - there might be some usage in patients who have neuropsychiatric side effects with Atripla, but I don't envision much first line usage at all.

[genisi]

Not many reasons to start a patient on the NNRTI with the higher rate of virologic failure.