Not to answer your question directly but my first thought hovered over unmet medical need… lenacapavir joins a long list of drugs with side effects or issues with drug-drug interactions that affect dosing or compliance. This is a drug that is impacted by cytochrome P3A inducers; there are also inhibitors that are going to modulate drug levels and by intention this is a very long acting drug (many months). It must also be prescribed in induction with other ART agents which in turn have side effects. Resistance is often given birth in a situation where compliance is a problem and patients tend to be less compliant when there are side effects.

The unmet medical need IMHO is for a monotherapy agent without any worrisome side effects and which is largely intractable to emerging resistance. Based on what we know Leronlimab is that drug.

Jonah Sacha, get busy…your work may well cause Gilead’s HIV franchise to implode, which includes their new kid on the block Lenacapivir if we can solve the long acting part of treatment.