Ann: POSITIVE OUTCOMES IN BIT225 PHASE 2 CLINICAL TRIAL IN HIV, page-197

Hey BMD & Nails,

First off, please allow me to, on behalf of other investors here with no scientific background, thank you for your contributions to the BIT forum. Your analyses on BIT225 have been both educational and extremely value adding, it is greatly appreciated.

I share the same sentiment that without the full set of data, it's difficult to understand how "successful" this BIT225-010 trial really is. However, even with these prelim results it has shown again the addition of BIT225 @ 200mg daily to cART "results in a more rapid reduction in plasma virus levels, compared to cART alone". I don't think people understand how significant this is.

Gilead made over $3bn a year on combined sales of Truvada (TDF/FTC - used in BIT225-010 trials) and Atripla (TDF/FTC/EFV - used in BIT225-009 trials) before losing exclusivity on both drugs in 2020. They have been, for years now, actively transitioning patients on Truvada to their newer drugs Descovy and Biktarvy. A tiny sniff of BIT225 proving beneficial as an addition to their range of products will easily result in a buyout, it's only a matter of when.

Hez