The Food and Drug Administration approved a new once-a-day H.I.V. treatment from Gilead Sciences that contains four different drugs in one pill.
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But the price Gilead plans to charge for the new drug — about $28,500 a
year — was criticized as excessive by one AIDS activist, who said it
would put additional pressure on the already strained public health
programs that pay for the majority of H.I.V. medications.
“That’s shockingly irresponsible,” said the activist, Michael Weinstein,
the president of the AIDS Healthcare Foundation, which treats more than
100,000 infected individuals around the world. “It’s just unsustainable
at these levels.”
Gilead said the price was in line with that of some other regimens for treating H.I.V.
The new drug, which will be called Stribild, is the third once-a-day
pill for H.I.V. brought to market by Gilead, after Atripla in 2006 and
Complera in 2011. In the late 1990s, when cocktails of drugs began to be
used to successfully treat the infection, patients sometimes had to
take two dozen pills, at various times of the day and night.
Stribild, which was previously known as the Quad, does not appear to represent a huge leap medically.
In the clinical trials that led to its approval, Stribild was roughly
equivalent to Atripla and to another combination, though it avoids some
psychiatric side effects of Atripla. About 88 to 90 percent of those who
took Stribild had undetectable amounts of H.I.V. in their blood after
48 weeks, compared to 84 percent treated with Atripla and 87 percent
treated with the combination of Gilead’s Truvada, Bristol-Myers Squibb’s
Reyataz and Abbott’s Norvir.
But Stribild could be important commercially for Gilead because the
company owns all the ingredients. By contrast, Atripla contains a drug
from Bristol-Myers Squibb and Complera contains a drug from Johnson
& Johnson, so Gilead must split profits.
Geoffrey Meacham, an analyst for J.P. Morgan Chase, estimated Stribild’s
worldwide sales could reach $2.5 billion annually by 2015. “Given
similar efficacy with an improved safety profile, we expect the Quad to
take share from Atripla,” he wrote in a note Monday.
Two of the ingredients in Stribild — emtricitabine and tenofovir — are
also in Atripla and Complera and are sold as a dual combination known as
Truvada.
The other two drugs in Stribild are elvitegravir, which is a type of
drug known as an integrase inhibitor, and cobicistat, which enhances the
effect of elvitegravir. Neither of those drugs has been approved yet
for use independently.
The wholesale acquisition of Stribild is about one-third more than that
of Atripla, which costs about $21,000 a year. “If that is not true
excess, I don’t know what is, for something that is not a true advance,”
Mr. Weinstein said.
Erin Rau, a spokeswoman for Gilead, said in an e-mail that the price of
Stribild “reflects a reasonable return on our product development
investment.”
She said the company would provide discounts to state AIDS Drug
Assistance Programs, and would also offer various programs to help
privately insured patients obtain the drug. Gilead said it had also
granted rights to certain companies in India to make generic versions of
Stribild for distribution in poor countries.
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