The focus of the HIV treatment market is shifting to the new generation, which has an advantage in long-term safety.
While the sales of Biktarvy (Gilead Sciences), which relieved the burden of boosters, exceeded 10 billion won in the first quarter, Dovato (GSK), a combination drug, also entered 2 billion mark.
According to IQVIA, Biktarvy recorded sales of 10.5 billion won in 1Q, up 4 billion won YoY.
Biktarvy is dominating the HIV treatment market by widening the gap with Triumeq (GSK), which was one step ahead with 7.9 billion won in 1Q of last year.
With the growth of Biktarvy, sales of Genvoya (Gilead Sciences), the previous generation, fell by 1.6 billion won from 5.2 billion won to 3.6 billion won, and Descovy (Gilead Sciences) also dropped from 1.3 billion won to 1 billion won.
Furthermore, Truvada (Gilead Sciences)’s sales have decreased to 300 million won.
Gilead’s HIV pipeline, where various generations and combinations were mixed, is narrowing down to one treatment, Biktarvy.
For GSK, Dovato expanded its sales to 2.4 billion won, but Triumeq lost its sales from 7.9 billion won to 5.8 billion won.
Moreover, Tivicay’s 1Q sales were reduced by nearly 300 million won YoY, falling below 1 billion won mark.
The weight on the Triumeq has not yet been fully transferred to Dovato, but the central axis is moving gradually.
Among other HIV treatments, only Isentress HD (MSD) showed significant growth. It rose 200 million won YoY from 400 million won to 600 million won.
Meanwhile, Kaletra (Abbvie), which received attention due to its potential as an early treatment for COVID-19, saw its sales shrink to 300 million won from 900 million won.
