In a JBS research report, following comments were given:

NIH Office of AIDS Research Advisory Council is currently meeting to discuss “Opportunities for Research Collaborations on HIVAssociated Comorbidities, Coinfections and Complications”. The meeting schedule can be found at www.oar.nih.gov/oarac/meetings.asp.

HIV treatment guidelines for initiation of anti-retroviral therapy may be increased from CD4 levels of 350 cells/mL up to 500 cells/mL, add approximately 100,000 patients in the US and approximately 80,000 patients

If treatment guidelines were updated, we note that this would represent considerable upside to our current HIV franchise estimates.

target price: $61