tibotec and gilead, page-5

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    far behind?

    not sure anyone said that!

    far behind as nrti treating nrti-resistance, maybe!

    FTC, 3TC are first line and have been there for some time, keeping viral loads low for a lot of pts for a lot of time

    but they have a low barrier to resistance and create a lot of resistant pts

    other nrtis have all sorts of safety problems

    nrti-sparing regimes have been talked about for a long time with little progress/success

    nrtis will remain at the core of hiv treatment for a long time to come - as suggested by the Tibotec-Gilead deal for a new nrti-based triple pill

    sooooo, ATC does appear to be way ahead as an nrti for nrti-resistance, with great safety and high barrier to development of further resistance

    this alone will see a BIG deal done, worth many times more than AVX's current market cap

    there's also the promise/upside of ATC being a better first-line drug than 3tc/ftc...

    isentress is heading for us$700M in its second full yr, and will be us$1B next year

    the assessment of ATC of peak us$600M sales is conservative if everything continues to plan!

    comeback in 5 yrs and see what happenend

 
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