Leronlimab in combination HIV therapy is for patients who are already resistant to 2-3 classes of standard antiretroviral drugs (i.e., the patients are MDR2 or MDR3).

In other words, the initial patients who will be helped when leronlimab is approved in combo HIV are already very sick because standard HIV treatment isn't keeping the virus under control. Leronlimab helps get it back under control.

So, in the short term, I don't see ViiV's product as competitive with leronlimab, since ViiV's product is a "first-line" therapy (i.e., a standard antiretroviral drug cocktail, just combined in injectable form).

If/When leronlimab is approved in MONOTHERAPY, then it will be competitive.

Just my understanding.