Seriously, what I have read, is that there is some overlap, but not perfect.....GILD has a combo drug with proven efficacy...those having success with GILD will not want to switch....some will not get the results with GILD that they need and it is a good thing that there are other options........I will wait to see what knowledgeable analyst will say about the competitive impact on GILD rather than rely on m.b. posters.
The press release projects sales of $900 million for Tivicay, the Glaxo drug, by 20017. Atripla, Gilead's combo drug, had $3.57 billion in sales in 2012 and is presumably still growing. In the trial, Tivicay was used in combination with two other drugs and reduced the virus load to undetectable levels in more people than Atripla, largely because more people dropped out of the Atripla cohort because of side effects. So it will certainly be used in patients who experience serious side effects -largely neurological, it seems - with Atripla.