Gilead: Three HIV Launches Expected In Near-Term Future
This article was originally published in The Pink Sheet Daily
Sales are strong, especially for Stribild, but Gilead is planning ahead for the patent expiration of Viread and replacing it in combo regimens with a new formulation of tenofovir that offers enhanced therapeutic benefits.
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Company hopes TAF-based combo incorporating integrase inhibitor bictegravir can help it compete with ViiV, but beyond that pipeline holds only early-stage and smaller opportunities in HIV. Analysts call on Gilead to use its cash stockpile to find its next R&D focus.
Eighty percent of patients who’ve received Genvoya so far are switched over from older Gilead regimens, while 10% have switched from non-Gilead drugs. In terms of cumulative prescriptions, the Genvoya launch is outpacing the launch of predecessor drug Stribild to date.
While HCV sales continue to slow due to a lengthy list of factors, Gilead is seeing a strong launch for revised HIV combo therapies incorporating TAF – but most analysts believe that major M&A is needed to offset stagnation.