Replies to post #168950 on Biotech Values

[DewDiligence]

Let me rephrase: In the US Stribild market is #1 in the first-line setting and #1 in new switches in the second-line setting. It's not yet #1 in total sales because there are many patients who are currently stable on other regimens.

[DewDiligence]

EU brand name for GILD’s standalone elvitegravir is Vitekta (a little awkward to pronounce), which is now formally approved for marketing in the EU:

http://www.biospace.com/News/european-commission-ec-approves-gilead-sciences/316028/

Standalone Vitekta figures to be a minor product because most use of the drug will be in the form of Stribild, the combination of elvitegravir and Truvada.

In the US, standalone elvitegravir received a CRL in Apr 2013 (#msg-87357861) even though Stribild was approved in Aug 2012.