Is Gilead Vulnerable to ViiV As It Nears End Of HIV R&D Activity?
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.
You may also be interested in...
Gilead's Biktarvy (B/F/TAF) single tablet is poised to become a huge success, surpassing competitors in the HIV market by far, but the GlaxoSmithKline-backed ViiV Healthcare looks better positioned in the long run.
Gilead hopes Biktarvy will enable it to win market share away from ViiV's dolutegravir-containing regimens, but ViiV filed a patent infringement case within hours of the US FDA approval of Gilead's new combo.
Having lost market share in recent years to HIV regimens containing ViiV's Tivicay, will a showing of non-inferiority across four head-to-head Phase III studies give bictegravir the market edge Gilead seeks?