Isentress the Merck integrase inhibitor have just released 1Q sales of US$150M thats on track for >US$600M in its 2nd yr!!!
as was highlighted in the last Avexa presentation on 17 April
Isentress had sales of US$350M in its first year after approval in '07 for resistant patients
Isentress also creates a lot of resistance problems (see below)
Avexa have an integrase inhibitor thats targets that resistance
and an nrti with better efficacy results than isentress an no resistance problems to 96 wks
whats it worth!?!
http://www.webwire.com/ViewPressRel.asp?aId=70835 By week 48, 23 percent of patients (105 of 462) receiving ISENTRESS plus OBT had virologic failure (HIV viral RNA greater than 400 copies/mL). Resistance testing done on viruses isolated from 94 of the 105 patients with virologic failure showed that 68 percent (64) had genotypic evidence of resistance to ISENTRESS. Seventy-five percent of the patients with evidence of genotypic resistance (48) had two or more ISENTRESS resistance-associated mutations.
AVX Price at posting:
9.6¢ Sentiment: LT Buy Disclosure: Held
