Replies to post #165246 on Biotech Values

[DewDiligence]

GSK/(ViiV) Tivacay—The average sales projection of six analysts polled by Reuters is $900M in 2017 (or sooner):

http://in.reuters.com/article/2013/08/12/us-glaxosmithkline-hivdrug-idINBRE97B0WU20130812

In order for that sales level to be attained, GSK will have to promote the use of Tivacay with Truvada rather than with GSK’s own Epzicom.

[genisi]

Tivicay’s competition is GILD’s Stribild/Elvitegravir and MRK’s Isentress

Think it's likely to take more share from Isentress (and of course will be used in patients with resistance to prior integrase inhibitors - Isentress and Elvitegravir).