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Health - Wellness - Exercise - Reflections:Are HIV Drugmakers Doomed?
Brian Orelli - September 29, 2011 - The Motley Fool
The most successful drug isn't one that cures the disease. There's plenty of glory, but far less revenue in that. No, the most successful drugs are those that keep the patient coming back for more.
Compare the average sales for an antibiotic, which cures the patient of the infection in a week or so, to drugs that treat chronic conditions: Pfizer's (NYSE: PFE ) cholesterol drug Lipitor, Merck's (NYSE: MRK ) diabetes drug Januvia, or Johnson & Johnson's Remicade for rheumatoid arthritis. These are mega-blockbusters because they don't actually cure anything. If patients want to feel better or lower their chances of other complications, they have to continue taking the medication.
In that vein, through technical advancements and a little bit of luck, drugmakers have developed drug cocktails capable of keeping HIV at bay. The treatments sold by Pfizer, Bristol-Myers Squibb (NYSE: BMY ) , Merck, J&J, Abbott Labs (NYSE: ABT ) , Gilead Sciences (Nasdaq: GILD ) , and others are by no means a cure, but they do keep the disease from progressing for the most part, which keeps patients alive and coming back for more. As long as no game-changing technology comes along and cures HIV, the drugmakers can continue to sell treatments to patients month after month.
This could be it
Sangamo BioSciences (Nasdaq: SGMO ) recently presented data from a phase 1 trial using the company's zinc finger nuclease. Rather than a drug, SB-728-T is better described as a treatment, where cells are removed from the patient's body and manipulated before being returned to the patient. The treatment deletes a gene called CCR5 from T-cells, which inhibits the ability of the virus to infect the T-cell.
After treatment with SB-728-T, three of the six patients in the phase 1 trial that stopped their antiretroviral therapy saw their viral loads decrease, one of those decreased to undetectable levels.
The share price tells the rest of the story
By all accounts, Sangamo has a Rule Breakers kind of disruptive technology, but it's missing one of the signs: strong past price appreciation. Investors just don't seem all that thrilled. Shares are down considerably compared to where they were before the announcement, and they've been cut in half from this year's February high-water mark.
Some of that is probably just "sell the news" action, but it also has to do with the technical limitations of the technology. The patient who has been essentially cured of HIV already had one non-functional copy of CCR5. By knocking out the functional copy, the cells were left with no CCR5 genes.
To make this work beyond the 5% to 10% of HIV patients with a genetic mutation in one copy of CCR5, Sangamo needs to figure out a way to delete both copies of the gene in the T-cells.
Can the limitations be worked out? Probably. Scientists are a resourceful bunch. But these things always seem to take longer than expected. RNAi was supposed to be the next big therapeutic technology, but years later it's still in its relative infancy.
Sangamo is relatively cheap and might be a good buy here. Just keep in mind you might have to wait a while before getting a spiffy-pop out of it. I don't see the technology being an immediate threat to sales of HIV drugs in the near to mid-term.
The real threat for HIV drugmakers
Rather than worrying about disruptive technology, investors would be better served worrying about an oldie-but-goodie: generic competition. Patents for Gilead's big sellers, Atripla and Truvada, expire in about 10 years, but Teva Pharmaceuticals (Nasdaq: TEVA ) has been pushing to get them thrown out so it can sell cheap knockoffs of the drugs.
Whenever generic Atripla and Truvada hit the market, they'll hurt more than just Gilead and Bristol-Myers, which gets revenue from sales of Atripla. The entire industry will see sales decline as patients flee to generics with cheaper copayments.
Unfortunately, patent lawsuits are often more of a black box than disruptive technologies, so predicting when and how likely it is for an early generic launch is difficult at best.
Take Action:
- Boycott Bill O'Reilly and FOX News and their advertisers. Bill discussed a French commercial by McDonalds that was meant to show that McDonalds is Gay Friendly. Bill said what is next? Is McDonalds going to be Al-Qaida friendly as well? Imagine - Bill O'Reilly compares Gays to Al-Qaida! Boycott Fox's Owner "Rupert Murcoch" and get him thrown in jail for illegal - political donations, corruption, greed, bribery, hacking!
- Boycott Target, Best Buy, Gold's Gym - for donating money towards anti-gay political candidates/organizations. Update: (12/26/2010): Target is continuing to donate to anti-gay groups/causes/politicians. Update 03/08/11 - Lady Gaga Ends Target Partnership, Reportedly Over Target's Poor LGBT Stance. Update 3/25/2010 - Target displays their hypocrisy and Sues California Gay Rights Group for Lobbying Outside Stores. Target is attempting to block the LGBT right of free speech! STOP SHOPPING AT TARGET!!!!!!!!!!!!!!!!! Update 4/8/2011: Target lost its case to stop the LGBT from canvassing in front of their stores. A huge PR Disaster for TARGET! Perhaps Target should go out of business as they betrayed their investers and customer base. Target contributed massive funds to a politician who would like to exterminate gays. Now, Target can not stop us from Boycotting them, nor picketing, nor talking to customers near their stores; although, Target allows a anti-gay company such as the Salvation Army to stand outside their door and speak with customers and raise money. Isn't this a double standard?
- End DOMA (Defense of Marriage Act). Prevents Federal employees and Gays in the Military from gaining equal benefits. Prevents Gay Partners from gaining equal benefits.
- Pass ENDA (Employee Non-Discrimination Act). ENDA would prevent employment discrimination of LGBT workforce.
- Boycott Salvation Army as they will not hire Gays! "DO NOT DONATE TO THEM."
- BOYCOTT "Chick-fil-a" for donating money to anti-gay groups.
- BOYCOTT KOCH INDUSTRIES PRODUCTS- to include their products: Angel Soft toilet paper / Brawny paper towels / Dixie plates, bowls, napkins & cups / Mardi Gras napkins and towels / Quilted Northern toilet paper / Soft 'n Gentle toilet paper / Sparkle napkins / Vanity fair napkins / Zee napkins / Georgia-Pacific paper products & envelopes / All Georgia-Pacific lumber & building products (INVISTA Products) / Lycra / Stainmaster Carpet. The billionaire - Koch brothers are ultra republican - tea bag founders/supporters that do not support causes of the LGBT community.
- Boycott WALMART - The National Gay and Lesbian Task Force, force criticized Wal-Mart for denying employee benefits to same-s-x partners and for failing to prohibit discrimination based on gender identity. By comparison, the group said two other chain stores with a strong presence in New York, Costco and Walgreens, did much better.
- "Tune Out Trump", Boycott all Trump Hotel, casinos, holdings, The Apprentice and NBC Network! At CPAC, Trump said he is considering a run for president as a Republican. In a interview with the Des Moines Register, Trump added that he opposes all forms of legal recognition for gay couples, not just marriage. "They should not be able to marry," he said. So why does NBC keep the Apprentice when Donald Trump has stated he may run for president? After making racist remarks about Obama and recv'g public backlash, Trump decided not to run for president after NBC renewed his awful TV Show. How can NBC re-new the clown's show after he pulled such hateful shenanigans? Boycott NBC! Boycott advertisers of The Apprentice and Trump's other business's. Don't shop at any bullding with Donald Trump's name to include Trump Hotels, Casinos, Condo's, Offices, Shops! The Donald has expressed extreme Hatred towards gays and blacks with his birther remarks and anti-gay rhetoric. Remember how poorly Trump treated Rosie O'Donnel? Now we know why he did that! It was hate against a lesbian as we now know he is biget. Unforgiveable! Again, Dump NBC because they air/re-newed Donald Trump's "The Apprentice"! Now the Donald Claims the Long Form Birth certificate is a fraud. And NBC keeps this guy?
- Boycott Georgia for Execution of Troy Davis @ 11:08 EST, Sep 21, 2011:
Former US President and Former GA Gov. Jimmy Carter felt that TROY DAVIS should not be executed and deserved a re-trial. The Former Director of the FBI feels that TROY DAVIS Was Not Guilty! Do not drive through Goergia as it is dangerous. Do not fly via Atlanta. Do not travel to GA. TELL YOUR COMPANY NOT TO PARTICIPATE IN A CONVENTION IN GA! "Georgia Executes Innocent People!"
And Now, Our War of the Fittest!
This group is called "Peckers Pics." The English - slang definition of "pecker" is to pluck at the truth. Therefore, we peck at items such as Gay Men's Health, Male Fitness, Gay (LGBT) Politics & Issues. In this section you may peck at each photo in order to decide the winner of the "war of the fittest!" Whereas, you should select the "Guy" that may inspire you to exercise and "get fit!" Warning: This may stoke you!
Your participation in discussion of health / news articles - appearing in this message is greatly appreciated.
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James Dean
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RENAN SANCHES
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Jake Andrews
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BENJAMIN EIDEM
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MATTI CEULEMANS
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KACEY CARRIG
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JAKE SHORTALL
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MILES LANGFORD
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RODRIGO WESTERMANN
You Decide!
Paris Pride; June 25, 2011
Stoked?
Paris Pride; June 25, 2011
Martyn Confirms Gay Sex with Chris Brown, But Is he Telling the Truth?
Gather - Sep 30, 2011
Is Chris Brown gay? R&B singer Martyn, with whom Chris allegedly had an affair, says yes.
Martyn confirms the direct messages between him and Chris that were leaked Thursday are real (although he does claim a few were added with photoshop), tweeting, "the DMs were truly sent back and forth." He also says the two did have sex, tweeting, "ofcourse Chris wouldn't fck me...read next time...I FCKD him and the DMs are out...haven't u read?" and "Am da 1stChris brown alleged lover to come forward with a face damn."
He also wants Chris -- and Trey Songz, who he also allegedly had sex with and who has also been the subject of sexuality rumors -- to admit it because he's going to be giving interviews about the affair. So is he telling the truth?
Although Martyn could just be looking for publicity, he could do that by claiming to have sex with females and not males. Hip-hop is notoriously homophobic, so if he's lying (or if he's telling the truth) he's risking a lot. Plus, gay rumors about Chris Brown have been around for a while -- and usually where there's smoke, there's fire. And Martyn doesn't have to worry about destroying Chris' career, because if Chris' fan base can forgive him for viciously beating Rihanna, they can probably get over him being gay too.
What do you think? Is Chris Brown really (allegedly) gay? Is Martyn just looking for attention? And does "She Ain't You" (video below) take on a whole new meaning now? Sound off in the comments!
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Gay weddings can be performed by military chaplains, Pentagon says
By Ed O'Keefe - 9/30/2011 - Washington Post
The Pentagon will permit military chaplains to perform same-sex marriage in states that legally recognize gay marriage, it said Friday.
Defense Department guidance issued to military chaplains said they may participate in ceremonies on or off military bases in states that recognize gay unions. Chaplains are not required to officiate at same-sex weddings if doing so is counter to their religious or personal beliefs, the guidance said.
And regardless of the Pentagon guidance, military chaplains will still need to take cues from their religious order, said Gary Pollitt, spokesman for the Military Chaplains Association.
"Just because the Department of Defense says this can happen, the chaplains perform such rites in keeping with their ecclesiastical authorization. Period," Pollitt said.
Washington, D.C. and five states recognize gay marriages -- Connecticut, Iowa, Massachusetts, New Hampshire, New York and Vermont. Maryland recognizes same-sex marriages but does not grant marriage licenses to same-sex couples.
The decision validates a move made by the Navy in May that earned the ire of conservative critics and Pentagon observers, because Navy officials acted on their own instead of in tandem with other military services. The guidance also irked Republican lawmakers who were still attempting to block plans to end the ban on gays serving openly in the military, known as "don't ask, don't tell."
But the Pentagon officially ended the ban 10 days ago. Friday's guidance is seen as additional, detailed instructions for military chaplains. Similar guidance on how lifting the ban affects other aspects of military life is expected in the coming months.
Friday's announcement coincides with the departure of Joint Chiefs of Staff Chairman Adm. Mike Mullen, who advocated for ending the ban on gays serving openly in the military.
Every gay and lesbian person who has been lucky enough to survive the turmoil of growing up is a survivor. Survivors always have an obligation to those who will face the same challenges."