RELATED:Gilead Crashes On Hep C Sales Decline, 2017 Views; Q4, 2016 Metrics TopCan Gilead Swivel To HIV Amid Floundering Hep C Sales, GSK Rivalry? In a head-to-head comparison, Gilead's HIV drug, bictegravir, had a narrowly better response than GlaxoSmithKline's. Gilead Sciences' (GILD) newest HIV regimen topped a rival combo from GlaxoSmithKline (GSK), in trial results released late Monday, but a doublet from GSK will keep "intense competitive pressure" on Gilead's HIV unit, Leerink analyst Geoffrey Porges says. FTC/TAF is Gilead's "backbone" combo in treatment-naive HIV patients, explained RBC analyst Michael Yee. Could Gilead's hep C decline have been predicted?
With two-drug combo data, GSK primes for an HIV market-share steal, but don't count out Gilead
Dominique Limet, ViiV's CEO, told the Financial Times that the two-drug combo should be "less harmful and less hassle" than more involved treatments. The trials actually showed more side effects among the patients on the two-drug regimen, but Limet said that often happens when HIV patients switch treatments. ViiV's two-drug combo, predicted to be "less risky" than cocktails with three or four meds, could be a new tool in GSK's ongoing battle with Gilead. Both drugs are among the emerging class of integrase inhibitors, though some analysts predict that GSK's two-drug combo could help it steal HIV market share from Gilead, which has long been the leading player. The ViiV approach combines its own HIV med Tivicay and Johnson & Johnson's (J&J) Edurant into a single pill.collected by :Lucy William
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