Replies to post #157032 on Biotech Values

[DewDiligence]

Agreed that approval of dolutegravir will accelerate Isentress’ sales decline, but Isentress would probably have plateaued or declined gradually even without the arrival of dolutegravir.

[DewDiligence]

FDA approves Tivicay (f/k/a dolutegravir), an integrase inhibitor for HIV:

http://www.fda.gov/NewsEvents/Newsroom/PressAnnouncements/ucm364744.htm

The label includes both first- and second-line use. Tivicay’s competition is GILD’s Stribild/Elvitegravir and MRK’s Isentress.

Tivicay belongs to the ViiV Healthcare JV, which is owned 76.5% by GSK, 13.5% by PFE, and 10% by Shionogi. GSK is the manufacturer.

[DewDiligence]

(GILD competition in HIV)—ViiV*, JNJ ink collaboration to commercialize co-formulation of Tivicay + Edurant (nuke-free) HIV combination treatment:

http://finance.yahoo.com/news/viiv-healthcare-announces-collaboration-janssen-101700147.html

Financial terms have not been disclosed.

*ViiV is a JV owned 76.5% by GSK, 13.5% by PFE, and 10% by Shionogi.