First line antiviral therapy https://www.taimedbiologics.com/article_d.php?lang=en&tb=5&id=2622
Initially they estimated some 20000 patients' market for the Trogarzo to most recent heavenly revised down estimates of only 2000 to 3000 yet doing some preliminary math based on their sales and drug's price they only have roughly some 200 or so patients on the drug which is administrated bi-weekly IV or IV push. Taimed is now starting the phase 2b clinical trial for their TMB-365 and 380 combination therapy administered every two months as a full replacement for regimens involving daily pills and also is planning a self administered subcutaneous version for the drugs. Trogarzo is currently given to the fourth line or salvage group when patients have developed gradually resistance to various antiviral regimens(the first three lines). So in terms of the targeted market we are talking about much bigger market. Below is also what Taimed claims what is the potential market's size for the PLWH who are started on their first ART.
I have to say the initial estimated market was pure nonsense but there is no doubt we are looking at much bigger numbers for the first line of antiviral therapy. Question is how Taimed is going to be willing to consider THTX as the commercial patient for these drugs as Trogarzo's sales are a fraction of what was expected. Arguably the frequent IV administrations and some competitions had been also big hurdles. As for additional headwinds there is some more insights in the below recent interview! But if THTX manages to get that deal then that would be potentially a huge boost to their revenues.
https://www.linkedin.com/pulse/conversation-dr-charlotte-paige-rolle-addressing-hiv-anstett-5yncc?utm_source=share&utm_medium=member_ios&utm_campaign=share_via
What Taimed also mentioned this January( I can post the link for some reason!)
"At present, the target range of the future application of TMB-365 and 380 combination of the Company is
not the first-line patients who received the initial drug, but the first-line patients who have already controlled their viral load, anintend to use long-acting drugs to maintain the disease, no longer daily take medicine stably. The first-line maintenance therapy estimated to have a market size of US$10 billion."