Pfizer/GSK-Backed ViiV Healthcare's HIV Drug Associated With Increased Resistance, WHO Report Says
Portfolio Pulse from Vandana Singh
The WHO released a report on HIV Drug Resistance, highlighting the effectiveness of dolutegravir (DTG)-containing antiretroviral therapy but also raising concerns about increasing drug resistance. ViiV Healthcare, backed by GSK and Pfizer, sells DTG under various names. The report emphasizes the need for routine surveillance to manage drug resistance and improve patient care. ViiV's phase I study of cabotegravir ultra long-acting shows promise for extended dosing intervals for HIV treatment and prevention.
March 05, 2024 | 5:57 pm
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NEUTRAL IMPACT
GSK, as a majority owner of ViiV Healthcare, is directly impacted by the WHO report on HIV drug resistance, particularly concerning dolutegravir, a key product.
The WHO report's focus on dolutegravir resistance directly relates to ViiV Healthcare's product lineup, potentially affecting GSK's reputation and future revenue from these products. However, the positive results from the cabotegravir study may mitigate negative impacts.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
NEUTRAL IMPACT
Pfizer, as a stakeholder in ViiV Healthcare, faces potential impacts from the WHO report on HIV drug resistance, particularly regarding dolutegravir.
Pfizer's involvement in ViiV Healthcare means the WHO report's findings on dolutegravir resistance could affect its financial interest in the company's success. The potential for mitigating these impacts lies in the positive developments of cabotegravir.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70