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Scapegoat or Saviour? The dual role of the pharmaceutical industry in the war against HIV/AIDS

In this 2003 World AIDS Day, the 15th campaign since the virus was first discovered 20 years ago, the World Health Organisation has vowed to focus on the elimination of stigma and discrimination surrounding HIV and AIDS. Ignorance, denial, intolerance, fear and complacency create the perfect conditions to unleash this opportunistic virus: IMS takes a look at the dual roles of the pharmaceutical industry as scapegoat and saviour in the war against HIV.

Alarming complacency in the West

In the developed world, the industry has undoubtedly added years as well as quality to the lives of infected individuals. An alarming complacency has emerged, however, fuelling rising numbers of new cases among certain groups. Between 1999 and 2002, infection rates rose by 15% in Western Europe and 16% in North America, while in the UK, the number of heterosexuals diagnosed as HIV+ has almost doubled since 1998: overall infection rates soared by 20% over 2002.

The availability of treatment options has brought with it the false security that AIDS can be cured when it cannot - the industry is in fact only transiently ahead of the virus. A new campaign reiterating the "Don't Die of Ignorance" message so unforgettably conveyed in the late 1980s is obviously needed to clarify the facts surrounding risk behaviour.

Explosions dormant in Russia and Asia

On World AIDS Day 2003, WHO pledged to ensure that three million HIV infected individuals will gain access to the drugs they need by 2005. The latest figures released by UNAIDS show that 40 million people are now living with the virus; five million of those infections occurred in 2002 alone, and it was a year that witnessed three million deaths from AIDS.

The pandemic is pursuing its grim march through sub-Saharan Africa, which accounts for around two-thirds of total infections, where the prevalence is as high as 39% in the worst hit countries. Furthermore, an alarming explosion of outbreaks lies dormant in the former Soviet Union and parts of Asia, including China and India. The UN estimates that China, where one million HIV infections are recorded, will have 10 million cases by 2010, and that India's will rise from four million to 20-25 million.

Quashing the barrage of criticism

Only around 75,000 Africans currently have access to antiretroviral therapies, and the initial cocktails, supplied as generics from India, cost $292 per patient per year, which rises to $1,594 when patients move onto a second line of drugs, including some under patent.

Industry launching new drug each year

Since the launch of the first antiviral in 1987, the global pharmaceutical industry has contributed an average of one drug per year, with Roche and Trimeris' novel fusion inhibitor Fuzeon (enfuvirtide) being the latest addition to the existing array of nucleotide reverse transcriptase inhibitors (NRTIs), protease inhibitors and non-nucleoside reverse transcriptase inhibitors (NNRTIs). The global market is expected to double to $10 billion by 2012 according to research by IMS Therapy Forecaster .

HIV (J5C) Global Sales*
1993-2002 with forecast to 2012

*Global includes the USA, Canada, Germany, France, Italy, Spain, the UK and Japan
Source: IMS Therapy Forecaster

According to IMS World Review, three companies (GlaxoSmithKline, Bristol-Myers Squibb and Abbott) together dominated three-quarters of the $5.4 billion total global sales of HIV antiretrovirals generated in 2002. Combivir and Trizivir, GSK's NRTI combination treatments, took the gold and bronze positions in the class with 16.6% and 9.7% of sales respectively, with Abbott's protease inhibitor combination Kaletra in second place with 9.9%.

Reducing the pill burden has become an increasingly important factor in HIV therapy, and as such the industry is actively working on new molecules such as atazanavir, emtricitabine and fosamprenivir, which offer simpler dosing regimens, as well as simplifying regimens of existing products.

Leading Corporations in Global J5C HIV Antiviral Market
12 months to March 2003

Source: IMS MIDAS

A potential new class of drugs is emerging, the integrase inhibitors; integrase is the third enzyme (along with nucleoside reverse transcriptase and protease) essential to HIV replication. Despite considerable research in this area, however, Shionogi and GSK’s S-1360 was the first to reach Phase II trials, and analysis of resultant data led to discontinuation of the product in July 2003. Nevertheless, Merck & Co is entering Phase II trials with L870810, while other potential compounds are in earlier stages of development. Incorporating another novel limb of attack into combination therapy could buy more time for infected individuals who are beginning to run out of treatment options due to viral resistance.

Vaccine pipeline or pipe dream…

The most advanced stage vaccine, AIDSVAX from VaxGen, failed to show any protection against HIV infection in large trials in Thailand and the US. Many industry observers had anticipated the coming failure, but the confirmation has further enhanced doubts that vaccines are likely to become available in the near future. The majority of opinion leaders interviewed by IMS Therapy Forecaster expressed pessimism over the prospects of a vaccine within the next decade.

There are still many vaccines in development however: according to IAVA, around a dozen vaccine candidates are in human trials around the world, and the availability of a prophylactic vaccine may still be the best hope of controlling the spread of HIV in the developing world.

Treatment empowers Africa with hope

Education is key in the HIV war, but as the income of families living with AIDS in the developing world plummets, children are less likely to remain in education, thus reducing their own earning capacity and fuelling the terrifying cycle. The resultant global economic implications of the ‘tab’ AIDS is propelling, with spiralling welfare costs to care for the sick and the orphaned as Africa's work force is wiped out, is being warned of.

The availability of treatment options, however, empowers Africa with the strength, will and time to fight the HIV war, and replaces discrimination and fear with awareness and hope. As richer western countries drive innovation for novel HIV therapies, resultant profits can balance those lost to poorer nations, facilitating the industry to face its role as saviour in slowing the tide of death through Africa.

This article was written by Angie Fraser, Deputy Managing Editor of IMS Company Profiles

External Links:
UNAIDS
WHO
Copyright IMS HEALTH, 10 December 2003













 

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