Forecast Insight: HIV - Increasing dominance of fixed dose combinations raises bar for single agents
- Published: June 2010
HIV across the seven major markets is largely dominated by two companies: Gilead Sciences and ViiV Healthcare. The growing dominance of convenient one-pill once-daily regimens will increasingly pressure companies to collaborate and co-formulate their marketed and/or pipeline HIV drugs into fixed dose combinations (FDCs) to remain successful in a tight HIV market.
Features and benefits
- In-depth discussion of portfolios and strategies of key HIV companies.
- Discussion of future strategic opportunities to achieve success in a crowded HIV market.
- Review of corporate strategies in HIV.
With Gilead and ViiV Healthcare clearly dominating the HIV market, the remaining companies active in the field have much smaller HIV portfolios. An emerging HIV treatment trend towards nuc-sparing regimens offers opportunities for smaller players to form new vertical collaborations and to diversify the HIV field.
With its blockbuster products Truvada (tenofovir disoproxil fumarate/emtricitabine) and Atripla (tenofovir disoproxil fumarate/emtricitabine/efavirenz), Gilead Sciences is the current HIV market leader in the seven major markets. Its strong late-stage pipeline will help Gilead to defend this position in the short- to mid-term future.
ViiV Healthcare’s currently marketed HIV portfolio is diverse but includes several older drugs. However, of all companies involved in the HIV field, ViiV has by far the richest and most diverse HIV pipeline, offering plenty of opportunity to challenge Gilead’s current position as HIV market leader in the mid-to long-term future.
Your key questions answered
- Learn about the key HIV companies active in the seven major markets and their portfolios of marketed and pipeline HIV drugs.
- Recognize trends in HIV drug development and learn how companies can respond to future opportunities and challenges in the field.
- Understand corporate strategies for the life-cycle management of HIV drugs in the seven major markets. SHOW LESS READ MORE >
Strategic scoping and focus
Datamonitor key findings
Trends in corporate strategy
Co-operating and co-formulating are the key strategies to claim HIV market share
Nuc-sparing regimens could diversify the HIV field
Greater choice among different HIV regimens could pave the way towards individualized treatment
Smaller companies are betting on novel delivery methods and other innovative approaches for HIV treatment
Recent strategic partnerships/deals
Gilead Sciences/Bristol-Myers Squibb’s joint venture for Atripla kick-started a new era in HIV development
In 2009, GlaxoSmithKline and Pfizer formed specialist HIV company ViiV Healthcare
GlaxoSmithKline/ViiV team up with Shionogi to gain competitive edge in HIV
Gilead and Tibotec/Johnson & Johnson join forces to develop Truvada/rilpivirine
Merck & Co. and Schering-Plough merge but HIV portfolio faces major challenges
The success of Truvada and Atripla is the foundation of Gilead’s leadership in the HIV market
Moving forward, Gilead’s bet on FDCs will cement the company’s position as HIV market leader in the short- to mid-term future
HIV portfolio assessment
SWOT analysis for Gilead’s HIV portfolio
ViiV sets out to challenge Gilead’s market dominance
HIV portfolio assessment
SWOT analysis for ViiV Healthcare’s HIV portfolio
PORTFOLIO REVIEW OF OTHER LEADING HIV COMPANIES
Companies are looking to the market leaders to co-formulate their novel HIV candidates
Tibotec/Johnson & Johnson: US approval of Edurant further strengthens position in the HIV market
Bristol-Myers Squibb: Sustiva’s patent expiry and a slim HIV pipeline will weaken HIV franchise
Merck & Co: setbacks in 2010 threaten competitiveness in the HIV market
Abbott: HIV position set to decline following Norvir’s patent expiry in 2013/
Boehringer Ingelheim: strong reliance on Viramune and Aptivus as key setback for future growth in HIV
Roche: suspended HIV research in