Gilead F/TAF plugs the hole in the leaky HIV boat

[anonymous]

Wow! Gilead proves that TAF minimizes the renal and bone risk. No difference in efficacy. Glad to hear they were able to plug the leak in their own boat. Go ViiV!!!!!

Gilead Sciences Inc said on Wednesday its experimental fixed-dose combination treatment for HIV proved as effective in a late-stage study as the company's widely used Truvada combo pill but with significantly less loss of bone mineral density and kidney function.

The company has already sought U.S. and European marketing approval for the new combo pill nicknamed F/TAF, which is meant to be a safer replacement for Truvada, a cornerstone of HIV treatment that has been associated with slight declines in bone mineral density and kidney function.

The combos had similar ability to drive rates of the HIV virus that causes AIDS down to undetectable levels. Overall safety was similar between the two combo pills, Gilead said, with the most common side effects being upper respiratory tract infection, diarrhea and bronchitis.

 

[anonymous]

Nothing better than a chronic cough and the "runs" to remind patients that their HIV medicine is working

 

[anonymous]

Any bets that our brilliant leadership team will want to charge a premium for TAF?

 

[anonymous]

The boat you are referring to is your "Try" pill. The leak is the weak backbone that you guys at ViiV don't like to discuss. It's the drunk uncle who lives in your basement.

 

[anonymous]

When you have such an absolutely solid anchor like DOL, the backbone is pretty irrelevant. I notice you called our combo TRI. As in, we can do in 3 what you CAN'T with 4.

 

[anonymous]

TAF data started showing up in 2001. Why did you shelf it for so long? Oh, I forgot, you needed to wait for the TDF patent to get close to expiration.

Nice patent extenion trick. Watch out for Kyle Bass...coming your way!

 

[anonymous]

Please learn to spell before trolling this board.

 

[anonymous]

Gilead proves that TAF minimizes the renal and bone risk. No difference in efficacy. Glad to hear we were able to plug the leak in our own boat.

Wow, based on the Earnings Call slide deck it really looks like Viiv has really punched whole in the bottom of the HIV boat. Patient Share across all brands down -- almost a 20% LOSS in total patient share. Didn't our brain trust see this coming?

Do we really expect TAF to recapture this lost opportunity? I don't think so!

Yeah, we "fixed" the tenofovir problem, maybe enough to keep us off the "bad drug" commercial. We still compete against Viiv and a SUPERIOR product everyday.

This sucks!

 

[anonymous]

Get off that ganga you been smoking...we have 78% of the ARV market and you are a tick on a pig...sucking blood until F/TAF comes...enjoy while you can...be gone at dawn 11/5...Peace

 

[anonymous]

Better check out the Gilead Earnings call materials before calling ViiV out...

• Patient Share: Total June 13 -- ~90% vs. June 15 -- ~70%
• STR Share: June 13 -- ~70% vs. June 15 -- 55%
• "Other STR" also known as Tivicay-- #2 prescribed -- ahead of Complera and Atripla

2 years of declining share with a high priced drug

• Genvoya fixes Stribild's flat tire, but offers nothing better in terms of efficacy compared to Tivicay.
• Genvoya WAC higher than Stribild and Tivicay.

Premium price for not even a "me to" product.

Good luck with that!

 

[anonymous]

That is all false information. Go back in your cage Viiv troll...you are dealing with a thousand pound gorilla. Next time you post nonsense get your facts straight. You clearly don't know the product information or pricing. If you did, you would be getting your resume together and off cafepharma

 

[anonymous]

That is all false information. Go back in your cage Viiv troll...you are dealing with a thousand pound gorilla. Next time you post nonsense get your facts straight. You clearly don't know the product information or pricing. If you did, you would be getting your resume together and off cafepharma

The patient share info is from the Gilead Earnings Call.

Here are the FACTS about WAC pricing. The Stribild and Triumeq WAC prices are at time of launch...

"Gilead plans to launch the drug next week at an annual wholesale acquisition cost (WAC) of $31,362." (Source BioCentury)

"Stribild, Gilead's four-in-one AIDS treatment combination, was approved by the Food and Drug Administration (FDA) in early September and immediately priced by Gilead at $28,500 per patient, per year," (Source: Business Wire 2012)

"The Wholesale Acquisition Cost (WAC) for a bottle of 30 Triumeq tablets is $2,207/month (or $74/day, or $26,484/year (at launch) (Source Formulary Watch)

Please back up your claim that the information is false!

I call you out you Gilead troll. How can you sell a product when "You clearly don't know the product information or pricing"

This lesson comes to you from your friendly, neighborhood ViiV DM!

 

[anonymous]

Get off that ganga you been smoking...we have 78% of the ARV market and you are a tick on a pig...sucking blood until F/TAF comes...enjoy while you can...be gone at dawn 11/5...Peace

We are soooooooo scared!

F/TAF -- OK, going to give you credit for lowering the risk of killing a kidney (at least compared to your own drug). BUT...

• You still need cobicistat
• You still are non-inferior to YOURSELF!
• You still are the highest priced ARV in the market

And oh yeah, YOU STILL ARE GILEAD!

ViiV Rules!