Replies to post #123987 on Biotech Values

[DewDiligence]

Do you see this being a viable niche market for Btripla? From what I gather, Combivir is still being used for pregnant women, although I've not seen a breakdown of market share in this population.

Did you mean Combivir, or Epzicom? Combivir is essentially defunct in the US market and is increasingly rare elsewhere (except emerging markets where it’s available as a generic). Epzicom is hanging on, but just barely. Btripla is a better choice than Epzicom (or Combivir) plus a third agent for almost any group of HIV patients, IMO. No contest.