Dec. 5 at 11:36 PM
$MRK $GILD
IMHO, even just a small slice in regards to licensing fees for
$CDXS would have a HUGE impact on the company going forward.
"Pifeltro-islatravir will reach blockbuster status by 2030, with the combination estimated to pull in
$1.7BN by 2033, as per a patient-based forecast from analysts at GlobalData.
However, islatravir could have another shot at glory on the HIV market, as two Phase III trials are currently assessing islatravir plus Gilead’s HIV drug, Sunlenca (lenacapavir). The combination was recently found to maintain viral suppression for two years when administered orally once-weekly in a Phase II trial."
https://www.clinicaltrialsarena.com/news/msd-merck-hiv-doravirine-islatravir-phase-iii/?cf-view
