breakout, page-47

Cudai,

My understanding is that this arm of the phase III was designed to find the 'optimal' dose - i.e. the most effective and safe... Doesn't necessarily mean 1200 didn't work or was unsafe (if may have done of course).

Further, as to whether they have a 'good' drug - there have been people on the drug (in phase IIb) for a number of years and are volunatarily continuing the treatment. I think this speaks volumes about what they think of it.

Also, as to it's competitiveness with other existing treatments, it is designed primarily to treat patients resistant to existing treatments... from memory around 20% of HIV sufferers. There is NO effective treatment for these people. That's where ATC steps in - that 20% is a BIG market.