Johnson & Johnson’s Recent Development in HIV

JNJ’s recent development in the HIV space

On August 15, Johnson & Johnson (JNJ) and ViiV Healthcare, the HIV[1. human immunodeficiency virus] business subsidiary of GlaxoSmithKline (GSK), announced positive top-line results of their Phase 3 ATLAS (Antiretroviral Therapy as Long-Acting Suppression) trial. It evaluated the first long-acting injectable 2DR (two-drug regimen) for the treatment of adult patients with HIV-1.

Johnson & Johnson’s Recent Development in HIV

Combination therapy likely to gain market share if approved

The regimen consists of Johnson & Johnson’s rilpivirine and ViiV Healthcare’s cabotegravir, which is injected once per month. The study evaluated this 2DR therapy with the standard of care three-drug daily oral regimen. The study showed that the two therapies had similar efficacy results at week 48 and that the 2DR injectable regimen met the primary endpoint for non-inferiority.

Once approved, the once-per-month injectable is likely to be favored by patients over the daily oral drug administration. JNJ is likely to gain significant market share with its combination drug injectable regimen once it hits the market.

Management view

According to Wim Parys, M.D., Head of Research and Development of Global Public Health, Janssen, “These results offer new evidence that suggest this investigational, two-drug, once a month dosing regimen may reduce the impact of treatment on people’s lives. This novel approach would signify a much-needed treatment evolution for people living with HIV, moving from dosing 365 days a year to just 12 times per year.”

Johnson & Johnson is also conducting FLAIR, a pivotal trial to evaluate the 2DR therapy for HIV patients. The results are expected later in 2018. The trial data, when released, could trigger a price movement in JNJ stock.

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