HIV/AIDS: Growing Unmet Need & Declining Interest?

In our last post, we presented a model which helps us aggregate a series of variables which, in turn, help us understand why certain therapeutic areas or indications are of greater interest from a licensing perspective than others.

Our aim with this model is to help companies with licenseable assets to frame their “stories” in a way which is compatible with how potential partners approach evaluation and decision-making.

Our first attempt at applying this model is for the HIV/AIDS market. During the 1990s, stories about AIDS were a daily occurrence on the nightly news. Images of celebrities fighting and dying from AIDS seemed to be everywhere. Rock Hudson, Freddy Mercury, Anthony Perkins…the list of celebrities who succumbed to complications from this disease seemed endless.

But what about today? Are there Unmet Needs which can be satisfied via novel therapeutics? And, if so, are they being funded and developed? Are there multinational companies with a stated interested in licensing these innovations once they are sufficiently mature?

In this post, we take a look at these questions.

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