well.....I don't think the HIV market will necessa
Post# of 148170
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Posted On: 07/15/2020 2:04:53 PM
Re: MD VIROLOGIST #43115
well.....I don't think the HIV market will necessarily be larger than COVID. Keep in mind that there are quite a few HIV treatment options already on the market with more and more in development (including a potential 2/year injection). Further, my understanding is that the price for Cytodyn's treatment is more than the current market - which doctors will have to justify for prescribing. The need for life long treatment is a double edged sword - on the one hand it is offers recurring revenue. On the other hand the insurance companies are price sensitive and will require justification for a more expensive option.
I think COVID (including ARDS, pneumonia/flu, etc.) offers significantly more revenue in the short term, and possibly as much or more than HIV in the medium to long run.
As a side note - the statistics quoted can be read two ways; 1.) 15% of the HIV positive population over 13 have the virus and don't know it; or 2.) 15% of the population over 13 have the virus and don't know it. To be clear, the statistic is the former, not the later.
I think COVID (including ARDS, pneumonia/flu, etc.) offers significantly more revenue in the short term, and possibly as much or more than HIV in the medium to long run.
As a side note - the statistics quoted can be read two ways; 1.) 15% of the HIV positive population over 13 have the virus and don't know it; or 2.) 15% of the population over 13 have the virus and don't know it. To be clear, the statistic is the former, not the later.
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