Gilead's Truvada faces Teva generics assault amid Descovy switching campaign

When its U.S. patent cliff for HIV med Truvada was still on the horizon, Gilead Sciences won approval for follow-up med Descovy and launched an aggressive campaign to switch patients to the new drug.

Now, that cliff is here, and Gilead will have to see if all its hard work has paid off. 

Israeli drugmaker Teva could help put the nail in the coffin for Truvada's blockbuster sales after launching the first U.S. generics of the pre-exposure prophylaxis (PrEP) therapy and a second Gilead HIV drug, Atripla, on Friday. 

Teva launched its versions of Truvada and Atripla at list prices of $48.51 and $78.86, respectively, per tablet. In the first half of 2020, Truvada snared $753 million in global sales, and Atripla picked up a lighter $176 million.

Gilead does have some hope for its Truvada-to-Descovy switching campaign. 

RELATED: Gilead's converting Truvada PrEP users to Descovy faster than expected: analyst

In March, experts from Massachusetts General Hospital and the Yale School of Public Health determined that payers shouldn't cover more than $9,000 of Descovy's $16,600 list price, though Gilead disputed their methods.

The study calculated Descovy's cost-effectiveness based on publicly available data and aimed to determine how much of a premium the drug should command over Truvada generics. 

RELATED: Gilead banks on blockbuster remdesivir with sunnier 2020 outlook