Replies to post #168898 on Biotech Values

[DewDiligence]

GILD—In US market, Stribild is #1 HIV regimen and Complera is #2 regimen in all treatment settings. I.e. Atripla and PI-based regimens are all but obsolete. (Source: today’s CC.)

[DewDiligence]

Re: Isentress’ continued strength

Tivicay just got approved in August [2013]. Let's see how things shape up going forward.

4Q13 Isentress sales were $442M, +16% YoY and +4% QoQ:

http://finance.yahoo.com/news/merck-announces-fourth-quarter-full-120000359.html

Either MRK is doing a helliva job promoting Isentress or Tivicay isn’t going to be the game-changer you expected.

[DewDiligence]

Competition has finally caught up to Isentress; 2Q15 sales were -10% YoY in constant currency:

http://finance.yahoo.com/news/merck-announces-second-quarter-2015-110000375.html