With Parity Pricing, Gilead Relies On Genvoya Safety To Convert From Stribild
This article was originally published in The Pink Sheet Daily
Genvoya includes a much smaller dose of tenofovir than Stribild, allowing for smaller pills, while its label also includes a number of safety advantages that Gilead can use in marketing.
You may also be interested in...
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.
The big pharma financial reporting season gets underway on July 19 with Novartis and Johnson & Johnson in the vanguard. Biosimilar threats to immunology and cancer drugs and new product ramp-ups are among the key things to watch for as results are announced.