Wall Street Journal - October 4, 2001
David P. Hamilton, Staff Reporter of The Wall Street Journal
The panel didn't take a formal vote but voiced support for the drug, which targets reverse transcriptase, an enzyme crucial to the replication and spread of HIV. The panel's opinion isn't binding, although the FDA frequently follows the guidance of its advisory panels. The panel's discussion bolsters chances that physicians will soon have a new way to treat AIDS cases that have grown resistant to other drugs.
More than five years ago, the appearance of potent antiviral compounds fundamentally altered the nature of the AIDS epidemic. Where HIV infection was once a virtual death sentence, combination therapy with a variety of drugs that inhibit HIV replication has since restored health and normal lives to hundreds of thousands of AIDS patients.
But HIV, the human immune deficiency virus that causes AIDS, mutates rapidly, allowing some strains of the virus to develop resistance to combination therapy.
Many cases of resistance result when patients skip doses of their daily antiviral drugs -- sometimes as many as 12 pills a day -- allowing mutant strains of the virus to survive and replicate into resistant strains.
A rise in drug-resistant AIDS cases has spurred a global search for new antivirals to which HIV hasn't yet adapted and that are easier for patients to take. Viread, should the FDA approve it, could fit the bill on both counts.
Taken as a pill once a day, Viread was shown in a clinical test of 552 patients to lower the quantity of HIV particles in the blood of "highly treated" AIDS patients who had taken antiviral medications for an average of 5.4 years.
In that same study, Gilead reported that only 3% of the patients who received Viread developed resistance to the drug after 24 weeks. Viread treatment also appeared to reduce the incidence of resistance to another class of anti-HIV drugs known as protease inhibitors.
The advisory panel, however, split on whether to approve the drug for "front-line" treatment because it has so far only been tested in patients that have received other HIV drugs. Nevertheless, Gilead officials believe Viread sales should allow the 13-year-old company to achieve profitability.
The Nasdaq Stock Market halted trading in Gilead shares on Tuesday morning in anticipation of the panel decision. Gilead stock last traded at $56.62.
In addition, Nasdaq postponed by a day its previously announced plan to add Gilead to the Nasdaq 100 Index. Gilead, Foster City, Calif., will be added to the index Friday, replacing Exodus Communications Inc., which filed for Chapter 11 bankruptcy-court protection last week.
Write to David P. Hamilton at david.hamilton@wsj.com1
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