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Posted On: 01/21/2021 8:45:59 PM
Post# of 148902
This long acting injectable will take some market share - particularly in the short term as they are first to market. If/when LL is approved for mono therapy I would expect LL to take some market share from this injectable - how much? That will depend on a number of factors. My belief is there are two things that will separate LL in the HIV market: 1) the ability to cross the blood brain barrier - none of the current meds do that and HIV in the brain is an issue for a number of patients (particularly long term survivors). 2) Overall reduction of inflammation, which is also an issue. This could be an opportunity for precision medicine. A third thing I would hope Cytodyn tracks is the cancer rate for LL vs other meds - which is another HIV hazard.
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