Stribild is one of the most interesting newly launched drugs
Gilead Sciences, Inc.'
) product portfolio. The drug was launched in the U.S. in Aug
2012 as a first-line therapy for treating adults with HIV-1
infection. Sales of Stribild climbed 8% sequentially to $99.4
million in the second quarter of 2013. The EU approval of the
drug in May 2013 has boosted the sales potential of the drug.
Stribild is a combination of elvitegravir, cobicistat and
Truvada. We note that Truvada itself is a combination of Viread
Encouraging long-term data from 2 phase III studies (102 and
103) on Stribild in treat-naïve HIV patients were presented by
Gilead at the 14th European AIDS Clinical Society Conference in
Belgium. Study 102 compared Stribild to Atripla and study 103
compared Stribild to Norvir (ritonavir)-boosted Reyataz plus
Truvada. While Norvir is marketed by
), Reyataz is marketed by
Bristol-Myers Squibb Company
Data from the study 102 revealed that Stribild was
non-inferior to Atripla after 144 weeks of treatment. Data from
the study 103 demonstrated the non inferiority of Stribild to
Norvir (ritonavir)-boosted Reyataz plus Truvada after a similar
time period. Durable viral suppression was demonstrated by
Stribild in both the studies over the treatment period. Both
studies are ongoing in a blinded manner.
We expect the strong performance of Stribild to continue as
the HIV market offers significant commercial potential. Approval
in additional markets will boost the drug's sales potential
further. We view Stribild as one of the long-term growth drivers
Gilead, a biopharmaceutical company, currently carries a Zacks
Rank #3 (Hold).
Alexion Pharmaceuticals, Inc.
) appears to be more attractive in the biopharma space with a
Zacks Rank #2 (Buy).
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