far behind?not sure anyone said that!far behind as nrti treating...

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