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Page 1: 1 Patient Evaluation and Antiretroviral Treatment for Adults and
Page 2: 1 Patient Evaluation and Antiretroviral Treatment for Adults and

ContentsI. Introduction ............................................................................................................................... 5

II. Management of patients with HIV ........................................................................................... 6 1. Initialpatientevaluation......................................................................................................... 6 1.1.Personal,familyandmedicalhistory.............................................................................. 6 1.2.Physicalexamination...................................................................................................... 8 1.3.Laboratoryandotherexaminations................................................................................ 9 2. CounsellingonissuesrelatedtolivingwithHIV................................................................ 10 3. Preventionofopportunisticandotherinfections................................................................. 11 4. Antiretroviraltreatment........................................................................................................ 11 4.1.InitiationofART........................................................................................................... 11 4.1.1.Clinicalandimmunologicalconsiderations........................................................ 12 4.1.2.Considerationsforviralload............................................................................... 12 4.1.3.Considerationsfordrugresistancetest............................................................... 12 4.2.First-lineHAARTregimen............................................................................................ 13 4.2.1.ConsiderationsforNRTIcomponent.................................................................. 13 4.2.2.ConsiderationsforNNRTIcomponent............................................................... 14 4.2.3.Alternative1stlineHAARTregimens................................................................ 14 4.3.AdherencetoART......................................................................................................... 15 4.3.1.Barrierstohighadherenceandcounteractingstrategies..................................... 16 4.4.ARTsuccessandfailure................................................................................................ 17 4.4.1.Virologicalresponse............................................................................................ 18 4.4.2.Immunologicalresponse..................................................................................... 18 4.4.3.Clinicalresponse................................................................................................. 18 4.4.4.Dissociatedvirologicalandimmunologicalresponses....................................... 18 4.5.Second-lineHAARTregimen....................................................................................... 19 4.5.1.ConsiderationsforNRTIcomponent.................................................................. 19 4.5.2.ConsiderationsforPIcomponent........................................................................ 19 4.6.Salvageregimens.......................................................................................................... 20 4.7.Structuredtreatmentinterruption.................................................................................. 20 5. ClinicalmonitoringofpatientswithHIV............................................................................ 21 5.1.MonitoringoflaboratoryindicatorsbeforeART.......................................................... 21 5.2.MonitoringoflaboratoryindicatorsinARTpatients.................................................... 21 5.3.Immunereconstitutioninflammatorysyndrome........................................................... 23 5.4.Monitoringadherence................................................................................................... 23 5.5.ManagementofARVtoxicityandside-effects............................................................. 24 5.6.Druginteractions........................................................................................................... 26

III. Suggested minimum data to be collected at the clinical level ............................................. 28

Annex 1. Essential information on personal history of HIV/AIDS treatment and care ......... 29

Annex 2. Revised WHO clinical staging of HIV/AIDS for adults and adolescents ................. 30

Annex 3. Resistance tests .............................................................................................................. 31

Annex 4. Essential information about ARVs .............................................................................. 32

Annex 5. Tools for adherence monitoring ................................................................................... 35

Annex 6. List of antiretroviral drugs .......................................................................................... 36

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Annex 7. Glossary ......................................................................................................................... 39

Annex 8. Beyond the horizon ....................................................................................................... 40

References ...................................................................................................................................... 41

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PATIENT EVALUATION AND ANTIRETROVIRAL TREATMENT FOR ADULTS AND ADOLESCENTS

I. Introduction

HIV/AIDSischroniclifelongdiseasewithnoknowncure,andtherefore,peoplelivingwithHIV(PLHIV)havetobefollowedmedicallyfortherestoftheirlives(1–3).ThecorecomponentoftreatmentandcareofPLHIVisprovisionofantiretroviraltreatment(ART).OptimalARTincreasesthelengthandqualityoflifeofHIV-infectedpatients,andreducestheonwardtransmissionofthevirus.WHOpromotesapublichealthapproachtoART(4),whichpromotestherationalselectionandsequencingofdifferentdrugclassesintofirstandsecond-lineregimenswithsalvageoptions;simplifiedandstandardisedclinicalmanagement;andstandardisedrecordkeepinginordertopre-servetherapeuticoptions,minimizedrugtoxicityandside-effects,maximizeadherenceandtosup-portthegoalsofART.

ThegoalsofARTare:• clinical:prolongationoflifeandimprovementofitsquality;• immunological:quantitativeandqualitativeimmunologicalreconstitution,inordertoprevent

theonsetofopportunisticinfections;• virological:maximumpossiblereductionoftheviralloadforthelongestpossibletime,inorder

tohalttheprogressionofdiseaseandpreventanddelaythedevelopmentofdrugresistance;• epidemiological:reduction,ideallythepreventionofonwardHIVtransmission(5).

WHOhasproducedaseriesofguidelinestosupportARTdeliveryinnationalprogrammesandbytreatmentimplementers,whichareavailableontheWHOwebsitehttp://www.who.int/hiv/univer-salaccess2010/en/index.html. Particular reference ismade in this protocol to the guidelines andrecommendationsforclinicalandimmunologicalstagingandtoARTguidelinesforARTinadoles-centsandadults.

Medical history, examination findings, exact historyofART, laboratory results, results of othermedicalproceduresandsocialcircumstancesneedtobedocumentedfortheentiretreatmentperiod,whichmaybeyearsorevendecadeslong.Suchrecordsarecrucialfor theindividualpatientaswellasforretrospectiveanalysis(forexample,inendoscopicprocedures,CTscanning,advancedmicrobiologictestingorviralload(VL)testing).Forsuchpurposes,anelectronicrecord-keepingsystemisadvisable,especiallyattheclinicallevel.Confidentialityofmedicalinformationshouldbeensured.

OptimalHIV-related treatmentandcareshouldbedeliveredbyclinical teams.Thecoreclinicalteamprovidingbasicmedicalcase-managementofapatientshouldideallyconsistofaphysician(oftenaninfectiousdiseasespecialist),anurseandasocialworkeroranon-medicalservicepro-vider.Eachoftheteammembershasdistinctiverolesinprovidingtreatmentandcare,andtheirservicesshouldbecomplementary.Anetworkofotherspecialistsandself-helpgroupsshouldbeavailableinsupportingPLHIV(6).

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HIV/AIDS TREATMENT AND CARE CLINICAL PROTOCOLS FOR THE WHO EUROPEAN REGION

II. Management of patients with HIV

PropermanagementofpatientslivingwithHIVisacomprehensivelifelongprocessfocusedonthepatient’sneeds.Itshouldinclude:• initialHIVtestingandconfirmationoftheresult;• appropriatecounsellingduringtheprocessofidentifyingHIVinfection;• clinicalevaluation;• patientcounselling;• monitoringpatienthealth;• initiatingARTanditsmaintenance;• preventionandtreatmentofopportunisticinfections(OIs),othercoinfectionsandcomorbidi-

ties;• psychologicalsupport;• adherencesupport;and• referralstoprovidecontinuityofcare.

ClinicalevaluationofpatientsshouldincludetestingandcounsellingforhealthmaintenanceissuesrelatedtoHIVaswellastootherconditionsthatmayinteractwiththemanagementofHIVinfec-tion,especiallypotentialinteractionswithART.

1. Initial patient evaluationTheinitialevaluationofapatientaimsatdeterminingthefullstatusofhis/herHIVinfection,todevelopabasisforfurtherclinicalmanagementandforreferraltonon-medicalservicesasappropriate.

Initialpatientevaluationshouldinclude:• confirmationofHIVinfectionstatuswithpotentialtimeofinfectionestablished,ifpossible;• adetailedpersonal,familyandmedicalhistory;• physicalexamination;• laboratoryandotherexaminations;• specialistexaminations,asappropriate;and• clinicalandimmunologicalstaging.

1.1. Personal, family and medical historyPatientsnewlydiagnosedwithHIVinfectionorpatientswhoaretransferredin,havinghadtheirlong-termcareandARTbeinginitiatedelsewhere,shouldprovideacompletehistorybeforephysi-calexamination(7).SeeTable1.

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Table 1. Medical history information required at initial patient evaluation

General information:• patient’sname• dateofbirth• sex• dateofassessmentTesting information:• dateoffirstpositiveHIVtest• reasonforbeingtested• lastHIV-negativetest,ifknownHIV exposure risk and transmission category (if known):• injectingdruguse• sexual(heterosexual,homosexual,typesofsexualcontact:oral,vaginal,anal)• bloodorbloodproducttransfusion,organandtissuetransplantation• mother-to-childtransmission• occupationalexposure(describe)• unknown• HIVstatusofsexualpartner(s),ifknown• riskfactorofsexualpartner(s),ifknownTime and place (country) of infection most probable or knowna

History of HIV treatment and care: (seeAnnex1)• timeandplaceofprevioustreatmentorHIV-relatedservices,includingtreatmentinterruptions• drugregimens• side-effects• adherence• laboratorydata(CD4count,VL,electrolytes,liverfunction,renalfunction,fullbloodcount,inchronological

orderforpatientswithlongerinfections(severalyears’duration)(8))• documentedresultsofpreviousresistancetests(ifperformed)HIV-related illnesses and conditions and HIV clinical staging:• tuberculosis• respiratoryinfections• viral,otherbacterialandfungalinfections• hepatitisCandB• neoplasms• otherOther illnesses and conditions:• hospitalizations• surgery• mentalhealthconditions(e.g.depression)• kidneyorliverdiseases• endocrinologicaldisorders• sexuallytransmittedinfections(STIs)• vaccinations• allergies• bodychanges• currentmedicationsFamily medical history(diabetes,hypertension,skindisorders,malignancies,etc.)Cardiovascular disease and disease risks(obesity,smoking,hypertension,etc.)Exposure to tuberculosis (TB)(personalandhouseholdTBcontacts)b

Current medications(includingopioidsubstitutiontherapy(OST))

Substance use:• illicitdruguse(pastandpresent)• alcoholconsumptionReproductive and sexual health:• contraceptivemethodsinfemalepatients• pregnancies(past,current,planned)• sexualpractices(oral,anal,vaginal)

Social history• livingsituation(partners/spouses/familymembers,children,etc.)• employmentandoccupation• supportnetworks(socialandmedicalinsurance,communitygroups,whoknowsofpatient’sHIVstatus,etc.)

aUsefulforepidemiology,subtypeofvirusandpossiblyadrugresistanceprofile.bForfurtherevaluationonTBpleaserefertoProtocol4,Management of tuberculosis and HIV coinfection.

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1.2. Physical examinationThephysicalexaminationshoulddocumentpresentingsymptomsandsignsandreproduciblere-sultssothatotherphysicianscandeterminechangesinstatus.Astandardizedhistoryandexamina-tionquestionnaireispreferable;seeTable2.

Table 2. Initial physical examination

General appearance:• heightandweight• bodymorphology(lipodystrophy)• KarnowskyindexorotherstandardizedscaleforgeneralfitnessVital signs:• bloodpressure• temperature• pulse• respiratoryrateLymph nodesSkin (entire body):• inparticular,assessfor ° activeorformerherpeszoster ° liverdisease ° Kaposisarcoma ° seborrhoeicdermatitis ° injectionsitesininjectingdrugusers(IDUs)Thedocumentationofskindisorderssuchasdiscolouredbrownordarkpatchesisbestmadewithphotos;otherpos-sibilitiesincludedrawingtheareaofapatchontransparentfoil,tobeabletocompareinfutureinexaminations.Oro-pharynx:• oralhealthanddentalstatus• signsfor: ° oralcandidiasis ° oralhairyleukoplakia ° primarysyphilis

Thorax and lungs:• signs(breathing,cough,dyspnoea)• formofthorax• controlforriskofemphysemaMamma examination(infemaleandmalepatients)tocontrolforriskofcarcinomaCardiac examinationforbaselineinformationwhentheremaybehigherriskforcardiovascularcomplicationswithART(9, 10) orriskforendocarditisinIDUs

Abdominal examination(forbaselineinformationforARTside-effects,especiallyincasesofchronichepatitis,alcoholtoxicityandcirrhosis):• consistency,sizeandshapeofliverandspleen• bowelmovement• tenderness• rigidity• nausea,vomiting,disphagia

Genital and anal region examination:• signsfor: ° herpessimplex ° cytomegalovirus(CMV) ° syphilis ° Humanpapillomavirus(HPV),(condylomataacuminatae,analcarcinoma)(11),otherSTIs ° erectiledysfunction

Legs(movement,mobility,lipodystrophy)toprovidebaselineinformationforARTside-effectsNeurological status(alsosignsofneuropathy)Mental statusEye and ear functions

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1.3. Laboratory and other examinations

Table 3. Laboratory testing

HIV-related testing:• HIVserologicaltesting(typicallyanenzyme-linkedimmunosorbentassay(ELISA)orrapidbloodtest),fol-

lowedbyconfirmatorytest(typicallywesternblot)(12)• CD4cellcounttodeterminetheseverityofimmunodeficiency;inpregnantwomenCD4%(13, 14)• viralloadtestingbypolymerasechainreaction(PCR),todeterminelevelofviralreplicationa

Other infectious diseasetesting:Routine testing:• venerealdiseaseresearchlaboratory(VDRL)testforsyphilis• serologicaltestsforhepatitisCandBviruses(HCVandHBV)–i.e.HCVantibodiesandhepatitisBsurface

antigen(HBsAg)b

• toxoplasmaimmunoglobulinG(IgG)serologicaltestandinformationaboutriskofinfectionifnegativeIf indicated:• vaginal,penileoranal(asappropriate)swabforgonorrhoeaandChlamydia trachomatis• CryptococcusantigentitrewhenCD4cellcountis<200/mm3withclinicalsignsofcryptococcosis• CMVantigenaemia(pp65earlyantigen),whenCD4cellcountis<100/mm3.c

General laboratory testing:• electrolytes(sodium,potassium)• liverfunction(alanineaminotransferase(ALT),aspartateaminotransferase(AST),alkalinephosphatase)• bilirubin• renalfunction(bloodureanitrogen(BUN),creatinine)• lactatedehydrogenase(LDH)(generalturnoverofcellsinlymphomas,signsofpulmonaryinfections,myocar-

dialinfarction,muscledamage,etc.)• quick(internationalnormalizedratio(INR)testorprothrombinetime)• fullbloodcountwithdifferentialandplatelets• pregnancytestbeforeinitiatingART

If available:• fastingglucose• cholesterol(high-densitylipoprotein(HDL),very-low-densitylipoprotein(VLDL))• triglycerides• lipase• C-reactiveprotein(CRP)• thyroid-stimulatinghormone(TSH)

Table 4. Other examinations

• tuberculinskintestforthosewithnoTBsymptomsornoknownTBexposurea

• sputum-smearmicroscopyandchestX-rayifsignsandsymptomsofactiveTBarepresenta

• ECG–optional(mightbeusefulasabaselineforcomparisonduetogreaterriskforcardiovasculardiseasewithART)(15)

Other examinations may be necessary, depending on individual comorbidities, for example, inHCV/HIVorHBV/HIVcoinfection,abdominalultrasoundtoassesslymphnodes,sizeandshapeofliverandspleen;orinpresenceofclinicalsignsofgastrointestinal(GI)tractdisease,endoscopyoftheupperandlowerGItract.Endoscopicfindingsshouldbedocumentedwithphotos.

aPerformanceoftestsbythesamelaboratoryispreferabletoruleouttechnicaldiscrepancies.bForfurtherinformationontestingofhepatitis,pleaserefertoProtocols6and7,Management of hepatitis C and HIV coinfec-tion and Management of hepatitis B and HIV coinfection.cVeryearlydetectionofCMVinfectionispossible,andisagoodmarkerfortreatmentresponseinCMVinfection.

aForfurtherinformationpleaserefertoProtocol4,Management of tuberculosis and HIV coinfection.

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Table �. Specialist consultations if required

• neurologicalexamination(forperipheralpolyneuropathy)• ophthalmologicalexamination(usefultorepeateverythreemonthsforCMVretinitiswhenCD4countis

<100/mm3)• gynaecologicalexaminationincludingaPapsmeareverysixmonths(forhumanpapillomavirus-mediated(HPV-

mediated)carcinoma)a

• otherspecialistconsultationsasneeded

2. Counselling on issues related to living with HIVPatientcounsellingisanessentialcomponentofpatientmanagementstrategyandpatient-healthcareproviderrelationships.Itshouldstartwiththeassessmentanddiscussionofthepatient’ssocialconditions,whichmaybepredictorsofcooperationduringtreatment.Theseinclude:• partnershipstatusandquality• employmentstatus,typeofworkandconditions• peoplewhoareinformedandshouldbeinformedoftheHIVstatus• peoplewithwhomhealthcareworkerscandiscussthepatient’shealth-relatedmatters• familialrelationships• availabilityofsaferefrigeratedstorageformedications• lifestylefactorsthatmightinterferewithtreatment(16–18).

HealthcareproviderswhocounselPLHIVshouldensurethatcertaininformationisdiscussedandunderstoodbythepatient.• Riskreduction(safesex,injectingpractices,etc.)mustbeexplained,includingthedangerthat

unprotectedsexwithHIV-positivepartnerscouldleadtosuper-infectionwithanotherHIVstrainandpossibleresistancetoantiretrovirals(ARVs)(19).

• Importanceofdisclosuretosexualpartner(s),friendsandfamilymembersforafewreasons: ° obtainingpsychologicalandtreatmentsupport ° preventionofHIVtransmission ° testingofsexualpartner(s).• Availabilityoftreatment,itsbenefits,preparednesstoit, long-termconsequencesandimpor-

tanceofadherenceshouldbediscussedwitheverypatient.• PatientsneedtobeinformedaboutsignsofpossibleOIs,andencouragedtohavefurtherevalu-

ation.Forfurtherinformation,seeProtocol2,Management of opportunistic infections and gen-eral symptoms of HIV/AIDS.

• Theimportanceofstoppingillicitdruguseneedstobediscussedwithusers.Ifapatientisun-ableorunwillingtostop,themeritsofharm-reductionmeasuresshouldbediscussed,includingthemeritsofreducingdruguse;notinjecting;notsharingneedles,syringesorotherinjectingparaphernalia;anddrugdependencetherapy(suchasOST).Formoreinformation,pleaserefertoProtocol5,HIV/AIDS treatment and care for injecting drug users.

• Preventionofotherinfectionsshouldbediscussed.Pleaserefertosection3below.• Basedontheassessmentofsocialconditions,healthydailyhabits–sleep,nutrition,exercise

–shouldbeencouraged.• PatientsabouttoinitiateARTshouldbecounselledon: ° adherence(seesectionII.4.3below) ° possibleantiretroviral(ARV)toxicity(seesectionII.5.5below)

aThereisnohardevidencetorecommendroutinerectalPAPsmearsatthetimeofwritingthisprotocol.FormoreinformationpleaserefertoProtocol9,Support for sexual and reproductive health of people living with HIV.

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° druginteractions(seesectionII.5.6below) ° reliablecontraceptionwhentheARVregimenwillcontainefavirenz(EFV)(forfurtherin-

formationrefertoProtocol9,Support for sexual and reproductive health in people living with HIV)

° patientunderstandingoftreatmentprocessandrelatedtoitissuesshouldbeensuredbythehealthcareprovider.

• Patientsshouldalsobeinformedaboutlegalresponsibilities(ifapplicable)andtheirrightsandbereferredtootherappropriateservices.

• Patientsshouldbeinformedofissuesrelatedtoimmunization(includingtravel)andoccupa-tionalrisks.

3. Prevention of opportunistic and other infections• Preventionofactivetuberculosisisamongthefirstpriorities.Formoreinformationonmanage-

mentofTB/HIVcoinfectedpatientsandpreventionofactiveTBpleaseseeProtocol4,Manage-ment of tuberculosis and HIV coinfection.

• AsHBV/HIVandHCV/HIVcoinfectionsarecommonandpresentfurthermedicaldifficulties,theirpreventionmustbeemphasized.Itisequallyimportanttoadviseonreducingtheriskofliver-relatedharmandpreventingmother-to-childtransmission(MTCT).2

• PLHIVshouldbeimmunizedagainsthepatitisBandAandinfluenza.Forfurtherinformation,pleaserefertoProtocol12,Immunization of people living with HIV and people at risk for HIV.

• EverypatientwithaCD4cellcountlessthan200cells/mm3shouldbegivenprophylaxisagainstcertainopportunisticinfections,inparticularPneumocystis jiroveciipneumonia(PCP)andotherinfections.Co-trimoxazoleshouldbegivenuntiltheCD4cellcountis>200/mm3formorethanthreemonthsafterinitiatingART.FormoreinformationpleaserefertoProtocol2,Management of opportunistic infections and general symptoms of HIV/AIDS.

• Incaseofnegativetoxoplasmaserology,thetransmissionrouteandwaystopreventinfectionshouldbeexplained(includingrisksassociatedwithpets).ForfutherinformationseeProtocol2,Management of opportunistic infections and general symptoms of HIV/AIDS.

4. Antiretroviral treatment

4.1. Initiation of ARTThebestpointatwhichtostartARTisunderdiscussion(20).Areviewofseveralcohortstudiesandguidelinesshowsawidespreadviewthatclinicalstaging(stage3or4)andCD4countsarethebestprimarymarkersandviralloadthesecondarymarkerforthisdecision(21–31).PriortostartingART,supporttoensureadherenceshouldbeinitiated;seesectionII.4.3below.

2ForfurtherinformationseeProtocol6,Management of hepatitis C and HIV coinfection,Protocol7,Management of hepatitis B and HIV coinfection,Protocol8,Prevention of hepatitis A, B, C and other hepatotoxic factors in people living with HIV,andProtocol10,Prevention of HIV transmission from HIV-infected mothers to their infants.

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4.1.1. Clinical and immunological considerations

WHOrecommendsinitiationofARTusingclinicalandimmunologicalcriteriaasperTable6.

Table �. Recommendations for initiating ART in PLHIV

WHO clinical stagea CD4 cell count Recommendation

1<200/mm3 Treat

200–350/mm3 Considertreatmentb

2<200/mm3 Treat

200–350/mm3 Considertreatmentb

3 200–350/mm3 Treat

4 RegardlessofCD4count Treat

ThedecisiontoinitiateARTshouldbebasedontwodifferentCD4counts,ideallyatleast7daysapartbecauseofvariabilityintheCD4countitselfandtoruleoutlaboratorymistakesandothervariances(forexample,concurrentillnesses).Incaseofaconcurrentacuteillness,CD4cellcountshouldberepeatedonlyaftertheillnessiscured.Therapyshouldnothoweverbedelayedifapa-tientisunwellorifthesecondcountcannotreadilybeperformed.IftheCD4countisnotavailable,thedecisiontoinitiateARTcanstillbemadeonclinicalgroundsalone–withclinicalstage3or4illness.

BaselineCD4countattheonsetofART(ideallydeterminedwhenthepatientisfreefromanyactivemajoropportunisticinfection)isacriticalvalueindeterminingprognosis,responsetoARTandformonitoringthesubsequentimmunologicalresponsetoART.

4.1.2. Considerations for viral load

ViralloadisassociatedwithlossofCD4cells.ThoughonitsownitisnotamarkerforinitiatingART,incaseofviralload>100000copies/ml(thiscangoashighas1millioncopies),theprobabil-ityofrapidCD4cellcountdeclineisveryhigh.Therefore,itisrecommendedtoconsiderinitiationofARTatCD4cellcountof350/mm3iftheviralloadishigherthan100000copies/ml.

Whileviral load testing ismoreexpensiveandmaybe lessaccessible, it is important tohaveabaselineviralloadifatallpossible,asthisvalueisrelevantformonitoringART.Theabsenceofviralloaddatashouldnotbeacriterionfordelayingthestartoftreatment,orusedasareasonfortreatmentexclusion.

4.1.3. Considerations for drug resistance test

PrevalenceofHIVdrug resistancevaries in different countries and is linked to several factors,includingthedurationofARTavailability,historyoftreatment(mono-anddualtherapy)andad-herence.InwesternEurope,multicentricstudiesshoweda10%overallprevalenceofresistanceinnewlydiagnosedHIV-infectedindividualsbetween1996and2002(32).Astudyof40citiesintheUnitedStatesrevealedaresistancerateof14% (33).Thehighestresultsfromthesestudieswere26%inSpain(34)and19%inSanFrancisco(35).IncountrieswithashortornohistoryofART,riskofHIVdrug resistantvirus transmission is significantly lower, and the first-linehighlyac-tiveantiretroviraltreatment(HAART)regimenrecommendedbelow(sectionII.4.2)iseffectivefortreatmentofnaïvepatients.Itisimportanttohavepopulation-basedHIVdrugresistancestrategiesinplacetomonitorfortheappearanceandspreadofHIVdrugresistance;andtoactontheearlywarningindicatorsfordrugresistanceemergenceinordertominimizeitsappearanceandonwardspread.

aSeeAnnex2foradescriptionoftheclinicalstages.bWhentheCD4countisaround350cells/mm3,begindiscussionswiththepatientontheadvancingneedforinitiatingARTandonpreparationsforstarting.

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WHOdoesnotrecommendindividualdrugresistancetestingpriortoinitiationofARTinsettingswhereonlyonefirst-lineregimenisprovidedinthepublicsectorbecauseanyresultswillnotin-fluenceART. Instead, sentinel surveys thatdemonstrate resistanceatpopulation levelabove thethresholdof5%(36, 37)shouldbetakenintoconsiderationinadaptingnationalrecommendationsfor first-lineART.Refer toAnnex3 for additional informationon resistance testing.Where re-sourcespermit,andthepublicsectorprovidesmorethanonefirst-lineregimen,thendrugresistancetestingatbaselinemayhelpdeterminethechoiceofoptimalART;costandavailabilitywilllikelylimitthewidespreaduseofthisinmanysettings(38–40).

4.2. First-line HAART regimenItisrecommendedthattwonucleoside/nucleotidereversetranscriptaseinhibitors(NRTIs)andonenon-nucleosidereversetranscriptaseinhibitor(NNRTI)becombinedinthefirst-lineHAARTregi-men.

Table �. Recommended first-line HAART

ARV drug classes HAART regimens

2NRTIs+1NNRTI

ZDV+3TC+(EFVaorNVP)or

TDF+FTC+(EFVaorNVP)or

ABC+3TC+(EFVaorNVP)

(Forrecommendeddosages,pleaserefertoAnnex4.)

4.2.1. Considerations for NRTI component

• The“backbone”offirst-lineARTisacombinationoftwoNRTIs.Oneshouldbelamivudine(3TC)oremtricitabine(FTC);FTCisconsideredanequivalentdrugto3TCinbothefficacyandtoxicity(41).Thesecondismostoftenthethymidineanaloguezidovudine(ZDValsoknownasAZT).AlargebodyofdataandproviderexperienceisavailableforZDV,asitwasthefirstknownARVdrug.

• Stavudine(d4T)isanotherthymidineanalogue.Itisavailableinseveralfixed-dosecombina-tions(FDCs),ischeaperthanZDVandconsequentlywidelyusedinmanycountries.However,ithasapoortoxicityprofileandrecentstudieshaveshownahigherrateoflongtermside-ef-fectswithd4T(42–49).Manynationalandinternationalrecommendationsaremovingawayfromrecommendingitforinitialtherapy.ItisincreasinglybeingreservedasanalternativeforZDV(awithinclasssubstitution)whenZDVhastobesubstitutedorchangedforsideeffectsortoxicity.Thelowerdose30mgisnowrecommendedforallweightstoreducelong-termtoxic-ity.

• Otherpossiblenon-thymidineanaloguesforfirst-linearetenofovir(TDF)orabacavir(ABC)incombinationwith3TCorFTC.Recently,onestudyhasshownaslightsuperiorityofTDF/FTCoverZDV/3TCwhenusedincombinationwithEFV(42),probablyduetoalowerrateofside-effectsintheTDFarm.Furtherstudiesareneeded.ItshouldbenotedthatABChasariskofdangeroushypersensitivitysyndrome;and,TDFcancauserenaldamage,sopre-screeningforrenalfunctionisusuallyrecommended.

• TheadvantageofTDFandABCistheirresistanceprofile,whichpotentiallyallowsmoreNRTIcombinationstosupportsecond-lineproteaseinhibitors(PIs).Thedisadvantagesarecost,avail-

aEFVishighlightedasthepreferredNNRTI.

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abilityandlicensing,andtherelativelackofprogrammaticexperienceandeffectivenessdata,whichislesscomprehensivethanthedataforthethymidineanalogues(43).

• NRTIsareavailable(orarelikelysoontobeprequalifiedandavailable)inthefollowingFDCs,orone-pillformulationsfromoriginatorandgenericmanufacturers:

° ZDV+3TC ° TDF+FTC,TDF+3TC ° ABC+3TC ° d4T+3TC• AnadditionaladvantageofTDF/FTCandABC/3TCis theavailabilityofaonce-daily regi-

men.

OtherNRTIsandcombinationsarenotrecommendedforfirst-lineART(44).CertainrulespertaintotheuseofNRTIs.• Donotcombine“d-drugs”(ddI(didanosine),d4T).• Donotgivesingled-drugswithpre-existingpolyneuropathy.• DonotcombineZDVandd4T.• Donotcombine3TCandFTC.

4.2.2. Considerations for NNRTI component• TherearetwoNNRTIs,EFVandnevirapine(NVP),whichareavailableandrecommendedfor

first-lineART.TheeffectivenessofNVPiscomparabletothatofEFV(50).Bothhaveimpor-tanttoxicitiesandside-effectswhichlimithowtheycanwidelybeused.

• ThebestavailabledataarefortheregimenofZDV+3TC+EFV(51–53).Thisthree-pillcom-binationisgivenintwodosesperday.Itisfastacting,theviralloadfallsrapidlyinthefirsttwoweekswithEFV,theincreaseofCD4countiscomparabletootherregimensandproblemsarelimited.

• EFVshouldbeavoided inpatientswithahistoryofseverepsychiatric illness, inwomenofchildbearingagewhodonotuseeffectivecontraceptives,andduringthefirsttrimesterofpreg-nancy.NVPisanalternativeoptionforthesecases.

• NVPcancauseseverehepatictoxicitywhichseemstoberelatedtothelevelofimmunosup-pression(54)soitsuseislimitedtofemalepatientswithCD4count<250cells/mm3andmaleswithCD4count<400cells/mm3.CD4countshigherthantheseareassociatedwithmoreriskofhepatictoxicity.

• NVPneedstobedose-escalated.Thereisarecommended14-daylead-inperiodwith200mgNVPoncedaily(OD)whenstartingthisregimen,forbettertolerance.After14days,thedosageshouldbeincreasedtothestandardregular200mgtwicedaily(BID).

• EFVisusuallypreferredwhenthepatientisbeingco-treatedforTBwithrifampicin(seeProto-col4,Management of tuberculosis and HIV coinfectionforfurtherinformation).

• ThecombinationoftwoNNRTIswithoneNRTIisnotrecommended(55).

4.2.3. Alternative first line HAART regimens

• TripleNRTI-basedfirst-lineregimenssuchasZDV+3TC+ABCandZDV+3TC+TDFcanberecommended in specific circumstanceswhereNNRTI is contraindicatedor too complex tomanageandhavetheadvantagethattheystillpreservethePIclassforsecond-lineART.Theseregimenscanbeusedinthefollowingcircumstances:

° intoleranceorresistancetoNNRTIs; ° psychiatricdisorders; ° pre-existingliverdisease–anincreaseoftheALTlevelbymorethan3–5fold–andestab-

lishedcirrhosis; ° coinfectionwithHBVorHCV; ° HIV-2infectionduetointrinsicresistancetoNNRTIclass;and ° cotreatmentofTBinwomenofchild-bearingageandwhereadequatecontraceptioncannot

beguaranteed,andwhenNVPandboostedPIscannotbeused.

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• ZDV+3TC+ABChasshort-terminferiorvirologicalefficacyatleastinpatientswithhighini-tialviralloadsbutcomparativeimmunologicalefficacytoZDV+3TC+EFVregimen(51, 56).ZDV+3TC+TDFisapromisingregimenbuttherearelimiteddatatodate(seethefollowingProtocols:4,Management of tuberculosis and HIV coinfection; 6, Management of hepatitis C and HIV coinfection; and7, Management of hepatitis B and HIV coinfection).

• OthertripleNRTI-basedregimens,suchasZDV+TDF+ABCorTDF+3TC+ddIhaveunaccept-ablyhighvirologicalfailureratesandhighincidenceoftheK65Rmutation(57, 58)andshouldnotbeused.

• BoostedPIsareusuallyreservedforsecond-lineART.Theycanexceptionallybeusedaspartoffirst-lineARTincombinationwithtwoNRTIswhentripleNRTIregimenisnotavailableordeemedinappropriateorwhentherearecontraindicationsforNNRTIs(i.e.neitherEFVnorNVPcanbeprescribed)including:

° psychiatricdisorders; ° anincreaseoftheALTlevelbymorethan3–5fold; ° cirrhosis; ° pregnancywithCD4countof250–350cells/mm3,particularlyinthe1sttrimesterofpreg-

nancy(asEFViscontraindicated); ° HIV-2infectionduetointrinsicresistancetoNNRTIclass;and• Ifafirst-lineARTregimencontainingaPIfails,thereareverylimitedoptionsforsubsequent

regimensatleastwithinapublichealthapproachandwithinthepublicsectorinmanycountries.AfailingPIregimenhas,inconsequence,moreresistancepatternsthanafailingNNRTIregi-men(pointmutationinNNRTIclass).Ingeneraltherefore,itisrecommendedthatPIsbelefttosecond-lineART.

4.3. Adherence to ARTOptimaltreatmentbenefitsrequirestrictadherencetoART.Itiswellrecognizedthatwhenadher-enceishigh,thereisadramaticreductioninHIV-associatedmorbidityandmortality(59),whereaslowadherenceleadstorapiddevelopmentofdrugresistance(60).EffectiveadherencelevelshavenotbeenfullydefinedforART(therebeingdifferencesbetweenanumberofregimens),butlevelslower than95%havebeenassociatedwithpoorvirologicaland immunological response,whilelevelsof100%seemtoachieveevengreaterbenefitthan95%(61, 62).ThemostrecentdatashowacorrelationbetweendrugresistanceinvariousclassesofARVsandadherence(63).

Lowor insufficient adherencehas consequences for patients, public health andnational econo-mies.• Patientsareindangerofdevelopingsignificantviralresistance,treatmentfailureanddisease

progression(64, 65).Changingtoanewregimenaftertreatmentfailureresults,inmostcases,inmoredifficult adherence (morepills, side-effects, dietary restrictions, toxicity anddosingcomplexity).

• Theincreaseinresistantvirusesislikelytoresultintheirtransmissiontonewlyinfectedindi-viduals.DatafromtheUnitedStates(66)andEurope(67)suggestthatsuchprimaryresistanceisincreasing,andthatacquiredresistancehasanegativeeffectonARTresponse.

• Economically,thepresenceofresistantstrainswillresultinincreaseduseofsecond-lineandsalvageregimens,whichareingeneralmoreexpensivethanfirst-lineregimens.

• Lowadherencealsomeansahigherriskofdiseaseprogression,resultinginhighercostsfortreatingopportunisticinfections(68).

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4.3.1. Barriers to high adherence and counteracting strategies

Healthcareworkersshouldidentifypossiblefactorswhichmightleadtopooradherencetotreat-mentandaddressitaccordingly.

4.3.1.1. Patient factors and supportive methods

Theroleofpatientsthemselvesisfundamental.Onecannotpredictpatients’adherencepotential.Studiesinvestigatingtheroleofgender,race,age,modeoftransmissionandeducationallevelasin-dicatorsofadherencehaveproducedinconsistentresults(69).Individualadherenceratesalsovaryovertime(70).MostPLHIVundertreatmentwillexhibitlowadherenceatsometime.

Barriers to adherence include:• drugandalcoholuse(mayimpairroutineuseofmedication)• poordietduetopovertyorduetootherreasons• religiousbeliefs(71)• fearofdisclosingHIVstatusthroughroutinemedications• psychiatricconditions(72)• fearofside-effectsanddoubtsaboutthenecessityofmedication(73).

Methods to support adherence include:• educationontheneedforART• addressingpatientmisconceptionspromptly• regularevaluationofpatientcommitmenttoART• peerintervention(groups,friends,patientsupporters)• regularassessmentofmentalhealthproblems• assessingbehavioralskillsneededforadherence3

• contactingspecializedsocialcareservicesandotherinstitutions.

4.3.1.2. Provider factors

Healthcareprovidersshouldclearlyunderstandadherenceanditsroleinresistancedevelopmentwhenprovidingadherencesupport.ProfessionalsworkingintheareaofHIV/AIDSrequirecon-tinuouseducationinadherenceissues.Thereareseveralstrategiesthathealthcareworkersshouldemploytoincreaseadherence:• EveryHIVtreatmentcentreshouldhaveawrittenandregularlyreviewedadherencestrategy.• Healthprofessionalsneedtobeengagedinadherencesupportprogrammes(74).• Exploringpatientpreferencesforinvolvementmayactasacatalysttoadherence.• Adherenceservicesshouldbeofferedtoallpatients,takingintoaccountthevaryingdegreesof

adherencethatallpatientsshowoverthecourseoftreatment.• Adherencesupportshouldbecontinuedforsecond-lineandsalvageregimens.Treatmentfailure

isakeypointforreinforcingadherenceandsupportinterventions(75).• Ashighadherenceisaprocessandnotasingleevent(76),supportmustbeofferedwhenstart-

ingART,changingARTandasaroutinefollow-up.• ProvidersmustensurethatpatientshavesufficientunderstandingofHIV,therelationshipbe-

tweenadherenceandresistance, therequirementsoftheirregimenandpotentialside-effects.Verbalinformationshouldbesupportedbywritteninformation.

• Pilldiaries,pillcharts,medicationcontainers,electronicreminders,andenlistmentoffamilyandfriendsasreminderscanallberecommendedbyhealthcareproviders(77).

• Adherence toART is improvedwherepatientsview their relationshipwith their doctor andotherhealthcareproviderspositively(78).

3Thesecanbeaugmentedbycontactingpeoplewhocanhelp(nurses,pharmacy,family),andbyusingtimetables,pillboxeswithclocks,pill-takingroutines,strategiesfortravelandmanagingdisclosureordiscoverybyothers.

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• Earlyfollow-upshouldoccurtwodaysafterinitiatingorchangingaregimen,toevaluatewheth-erthepatientneedsmoreinformationorhasunregisteredproblems.

• Thepartnershipbetweenclinicsandcommunity-basedorganizationscanimprovetheuptakeofinformation,especiallyamonghard-to-reachpopulationsandsomeethnicgroups.

4.3.1.3. Regimen factors and strategies

• Dosingmorethantwotimesadayisassociatedwithloweradherencelevels(79),whilethereisprobablynoadherencedifferencebetweenoneor twodailydoses (80). In regimenswithsingleordoubledailydosing,moreofthedosesaretakenatatime.Takingthedoselaterthanprescribedhasbeenassociatedwithtreatmentfailureinmultivariateanalysis(81).

• Alowpillburdenisassociatedwiththelikelihoodofhavingaviralloadbelow50copies/mlafter48weeks(80).

• AdherencelevelsarenotcorrelatedwithanyARVclass.However,conflictingdietaryrulesfordifferentdrugscanbeaproblem(82).

• Harmfuldruginteractionsandside-effectscaninfluenceadherence.Dosescanbemissedduetovomitingordiarrhoea,andfatiguecancausepatientstosleeppastdoses(83).

Methods to support adherence include:• evaluatinglifestylefactorslikeeating,sleepingandworkingpatternsandadjustingtheregimen

accordingly;• assessingindividualpreferencesforregimencharacteristicssuchaspillsize,formulation,bur-

den,dietaryrestrictions,etc.;• showingpatientsthepillspriortoregimenselection;• educationaboutside-effects,promptpalliationofthemandinformationaboutsupport;• dispensingmedicationinsmallamountsatfrequentintervals,whichcanfacilitate: ° opportunitiestoaddressadherenceproblemsbeforetheyleadtoresistance; ° limitingtreatmentdisruptionsandmisuse;• utilizationofonce-dailyoptionsandFDCs,whichcanlowerthepillburdenandbebeneficial

earlyintreatment;and• directlyobservedtreatment(DOT),particularlyinhospitals.

4.4. ART success and failureAllpatientsshouldberegularlymonitoredbyskilledclinicians.Ideallyallshouldhaveaccesstobothimmunologicalandvirologicaltests.SuccessfulARTcanbedefinedbyclinical,immunologi-calorvirologicalcriteria(seeTable8).

Table �. Criteria for treatment success

Virological Immunological ClinicalMarker ViralLoad CD4cellcount Clinicalstage

Timea 24weeks 48weeks 24–48weeks By12weeksoftreatmentinitiationshouldbeasymptomaticorhavefewsymptoms

Suggested rangesa

<400copies/ml <50copies/ml Increasefrombaselinebyatleast50-100cells/mm3

Stage1or2b

Failureoffirst-lineARTcanbedefinedandidentifiedinthreedifferentways:clinically,immuno-logicallyandvirologically.Thethreemayreflectdifferentaspectsoffailure.Further,itisprovingdifficultintheabsenceofgoodclinicalend-pointdataonthesubsequentdurabilityofsecond-lineresponses,toknowwhichisthebestindicatorofwhentoswitchandwhatvalueorlevelshouldbeused.Therearedifferingviewsaboutwhetherapatientwitha“failing”regimen,regardlessof

aTimeandsuggestedrangesshouldnotbeseenasabsoluteandstrictnumbers.bPleaseseesectionII.5.3belowformoreinformationonimmunereconstitutioninflammatorysyndrome(IRIS).

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criterionused,shouldswitchtosecond-lineART,andwhentodoso.Thereisnoclearconsensusgloballyonthedefinitionoftreatmentfailure.Currently,differentbiologicalend-pointsareusedtorepresentvirological,immunologicalandclinicalfailureindifferentsettings.

4.4.1. Virological response

• VListheearliestindicatoroftreatmentsuccessorfailure,followedbyCD4cellcountapproxi-matelyamonthlater.Inrarecases,aparadoxicalreactionofvirologicalresponseandimmuno-logicalfailureoccurs;consequently,VLshouldbeseenincombinationwithCD4cellcount.

• Failuretodecreaseviralloadto<400copies/mlbyweek24oftreatmentor<50copies/mlbyweek48meansincompletevirologicalresponse.

• Whentheviralloadhasalreadydecreasedtoanundetectablelevel,buttwomeasurementsare>400–1000copies/mlin4to8weeks,itmeansthereisariskofvirologicalfailure(84).3

• “Blips”areslightelevationsofviralload,fromunderthetestingthresholdtoaround50–200copies/ml.Theymayhappenwithoutthedevelopmentofresistantvirusstrains(laboratoryer-rors),butshouldbeanindicatorforadiscussionofadherence(86).Inthissituation,therapeuticdrugmonitoring(TDM)mayalsobehelpful,ifavailable.Anyblipshouldbecontrolledwithinfourweeks.

• Ifnoreasonisfoundforvirologicalfailure(pooradherence,suboptimaldruglevels,drug–druginteractions,etc.),asecond-lineregimenshouldbediscussed.

4.4.2. Immunological response

• CD4cellcountresponseonitsowncanbeusedasanindicatoroftreatmentfailureorsuccess.• Onaverage,aCD4cellincreaseofabout150cells/mm³occursinthefirstyearintreatment-na-

ivepatients(87, 88).FailuretoincreaseCD4cellcountmorethan50cells/mm³duringthefirstyearofARTisconsideredimmunologicalfailure.

• IftheCD4cellcountdoesnotincreaseforsixmonths,adherencetotreatmentshouldbereas-sessedandensured.

4.4.3. Clinical response

• Patientswillusuallyreverse theirclinicalstageandbecomeasymptomatic(stage1)orhaveminimalorminorHIV-relatedsignsandsymptoms(stage2).

• Somestage3or4OIscanrecurandtheprognosticsignificanceoforalandoesophagealcandidainparticularisnotalwaysclear-cut.

• Usuallyhowever,presentationofaneworrecurrentstage3or4event(OIorotherHIV-relatedillness)afterinitiationofARTisanindicatorofclinicalfailure.

4.4.4. Dissociated virological and immunological responses

Despitethepersistenceoflowbutdetectableviremia(VLsuppressedtolessthanthenaturalsetpoint),CD4cellcountmayremainstableorevenincreaseinsomepatientstakingHAART(89–91).Inalargeintercohortanalysiseveninthosepeoplewhohadexperienced3-classvirologicalfailureandcontinuetotakeHAART,viremialessthan10000copies/mlorsuppressionofatleast1.5logcopies/mllessthanthepretherapyvalue,wasnotassociatedwithadeclineinCD4cellcount(92, 93).

4WHOheadquartersnotesthattheoptimalviralloadvalueatwhichARTshouldbeswitchedhasnotbeendefined.However,valuesofmorethan10000copies/mlhavebeenassociatedwithsubsequentclinicalprogressionandappreciableCD4cellcountdecline.Inresource-limitedsettings,WHO,atthegloballevel,hasprovisionallyoptedfor10000copies/ml,asanin-terimrecommendationforswitchingtosecond-lineHAART,iftheVLindicatorisusedasacriterion(85).

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4.�. Second-line HAART regimen• Whenfailureofthefirst-lineregimenhasbeenidentified,itisrecommendedthatalldrugsare

changedandthenthepatientswitchestosecond-linetreatment.• Second-lineART is thenext regimenused in sequence immediatelyafter first-lineARThas

failed.ThePIclass is reservedforsecond-lineuse. Ideally, ritonavir-boostedPIsarerecom-mended,supportedbytwoagentsfromtheNRTIclass.SeeTable9forsecond-lineARVregi-mens.

Table �. Recommended second-line HAART for adults and adolescents

First-line HAART regimens Second-line HAART regimens after treatment failure

ZDV+3TC+(EFVorNVP)

LPV/ra(orATV/r,SQV/r,FPV/r,IDV/r)+ddI+ABCor

LPV/ra(orATV/r,SQV/r,FPV/r,IDV/r)+TDF+ABCor

LPV/ra(orATV/r,SQV/r,FPV/r,IDV/r)+TDF+(ZDV+3TC)b

TDF+FTC+(EFVorNVP)LPV/ra(orATV/r,SQV/r,FPV/r,IDV/r)+ddI+ABC

orLPV/ra(orATV/r,SQV/r,FPV/r,IDV/r)+ddI+ZDV

ABC+3TC+(EFVorNVP)LPV/ra(orATV/r,SQV/r,FPV/r,IDV/r)+ddI+ZDV

orLPV/ra(orATV/r,SQV/r,FPV/r,IDV/r)+ZDV+TDF(+3TC)b

(ForrecommendeddosagesofARVs,pleaserefertoAnnex4.)

4.�.1. Considerations for NRTI component

• Minimumchangesforasecond-lineregimenaretwonewNRTIdrugs.Neverchangeonlyonedrugincasesofsuspectedresistance.

• Ifthefirst-lineARTincludedZDV+3TC,thenABCincombinationwithddI(orTDFwithdose-adjustedddIandclosemonitoring)maybeanoption(94).

• PatientswhobeganwithTDForABCmaynowbenefitfromZDV(95),duetothehigherlike-lihoodofresistance.For instance, theK65RmutationpromotedbyTDFandABCincreasessusceptibilitytoZDV(96, 97).

• 3TCisalsousefulincasesof3TCresistance,astheregularlyacquired184VmutationreducesviralfitnessandalsoincreasessusceptibilitytoZDV(96).

4.�.2. Considerations for PI component

• Withafirst-lineregimencontainingaNNRTI,second-lineARTshouldincludeaPI.• InthePIclass,themajorityofdrugsareboostedwithalowdoseofRTV,itselfaPI,100mg

BID–exceptnelfinavir(NFV),whichisboostednotchemicallybutwithfood.Themeansofboostingisritonavir’sinhibitionofthecytochromeP450(CYP)3A4isoenzyme.Subsequently,thedruglevelsofthemainPIs(exceptNFV)areincreased(98).RTVisusedonlyforboostingotherPIsandisnoteffectiveasastand-aloneARV.

• ThedifferencesamongthePIslieinthenumberofmutationsneededtodevelopresistanceandintheprofileoftheirside-effects.

• OneofthehighestgeneticbarriersforresistanceisdocumentedforLPV/r(99).• Theresistanceprofilesofritonavir-boostedatazanavir(ATV/r),fosamprenavir(FPV/r),indina-

vir(IDV/r)andSQV/rshowslightdifferencesthathavelittleornoclinicalimpact.

aLPV/rislistedasthepreferredRTV-boostedPIinthistable,butotherboostedPIscanbesubstituted,basedonindividualpro-grammepriorities.ATV/r,SQV/r,FPV/randIDV/rareallpossibilities.Intheabsenceofacoldchain,NFVcanbeemployedasthePIcomponent,butitisconsideredlesspotentthananRTV-boostedPI.bZDV+3TCarelistedhereforstrategicusesinceresistancetobothispredictedfollowingfailureofthelistedfirst-lineregi-men.ZDVmaypreventordelaytheemergenceoftheK65Rmutation;3TCwillmaintaintheM184Vmutation,whichmaydecreaseviralreplicativecapacityaswellasinducesomedegreeofviralresensitizationtoZDV.Itmustbestressedthattheclinicalefficacyofthisstrategyhasnotbeenproven.

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• NFVseemstobeinferiortotheotherPIs,butitiswelldocumentedinpregnantwomen.Incaseoffailure, theD30Nmutationisusuallyselected; itdoesnotencodeforcross-resistanceforotherPIs(100, 101).

• LPV/risthePIofchoiceduetoitswell-documentedpotency(102),availabilityasaFDCandrelativelylowpillburdenandgoodtolerance.AnewtabletformulationofLPV/rhasbeenap-provedinEuroperequiringtwopillsBIDandnorefrigeration(103).

• Recentstudies(104, 105)showedsimilarefficacyofSQV/randFPV/rtoLPV/r,butinARVnaivepatients.Thepro-drugformulationofamprenavir(APV)intheformofFPV,theonce-dailyPIATVandthenewformulationofSQV(500mgtablets)havenotbeendirectlytestedagainstLPV/r.Therefore,only indirectdataareavailable.Further studieswithhead toheadcomparisonsamongboostedPIsinARVexperiencedindividualsareneeded.

• Possiblesideeffects,comorbidities,druginteractionsandindividualpreferencesshouldinflu-encethechoiceofPI.

• If first-lineARTregimenscontainingPIsfail, thechoiceofasecond-lineregimenismainlybasedonresistanceprofiles.Ifresistanceprofilesarenotavailable,thenresistancetothePIscontainedinthefirst-lineregimenmustbeassumedtobethecauseoftheregimen’sfailure(seesectionII.4.4aboveforsuccessandfailurecriteria).

• Possibleoptionsintheeventafirst-lineregimenwithaPIfails: ° ZDV+3TC+PI/r→ ABC+ddI+NNRTI ° oroneofthesalvageoptions(seesectionII.4.6below).

4.�. Salvage regimensIncaseofconfirmedsecond-lineARVtreatmentfailure(usingvirological,immunologicalorclini-calcriteria),asalvageregimenshouldbeconsidered.Salvageregimensarecombinationsofdrugsthatwillprobablyworkevenagainstvirusesthatarepartlydrugresistant.Everyregimenaftersec-ond-linetreatmentiscomplicatedandrequiresahighlevelofARTknowledgeandskillonthepartofthehealthcareprovider.Performingaresistancetestinthesecircumstancesishighlydesirable.Itisattimesbettertowaitseveralmonthsbeforeinitiatingsalvagetreatment,althoughthisstrategycanbedangerous,particularlyiftheCD4cellcountislow.

• Ifpossibletwoeffectivedrugsshouldbeadded,forexamplethefusioninhibitorenfuviztide(ENF) (106),which is administered twicedailywith subcutaneousapplication, and thenewboostedPIsTPV/r(107, 108)orboosteddarunavir(DRV/r)(108–112).

• ThegeneticbarrierofTPV/rseemstobeevenhigherthanthatofLPV/r,anddatashowitseffi-cacytobecomparableorbetterthanthelatter’s(113).ThisPIispresentlyusedonlyforsalvageregimens.

• AnotheroptionisacombinationoftwoPIs(114–117),exceptboostedtipranavir(TPV/r),whichisnottobecombinedwithanyotherPIs.

(Forrecommendeddosages,pleaserefertoAnnex4.)

4.�. Structured treatment interruptionMostARTprovidersareopposedtoplannedinterruptions,butthereareconditionsthatmayjustifythem.Forexample,constantCD4count>500cells/mm3withcompletelysuppressedvirusforyearsmayoffersuchanopportunity.Althoughitisnotnecessarytointerrupt,itisbettertodosothantofacepooradherencefollowedbythedevelopmentofresistantstrains.Duringstructuredtreat-mentinterruption,theCD4cellcountnormallyfallsrapidlytopre-ARTlevels;thus,itisimpera-tivetomonitormonthlycountsduringthefirstthreemonths,thenonceeverythreemonths.SomepatientscontinuetomaintainsatisfactoryCD4cellcount(usually>350cells/mm3)withalowVL(1000–5000copies/ml)formonthsandyears.Thescientificinvestigationofthisissueiscontinuing(118–122),andinvolvesdiscussionsparticularlyamongtheself-helpgroupsandARTproviders.However,arecentmulticentrictrialconductedintheUnitedStatesdemonstratedthatthisstrategycanbeassociatedwithanincreasedriskofHIVdiseaseprogression,occurrenceofnon-AIDSre-

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latedcomplications(kidney,liverandcardiovasculardisease)anddeath(123),whichmotivatedtheinterruptionofthespecificarmstudyusingthestructuredtreatmentinterruptionstrategy.Becauseoftheseresultsandthelackofdefinitiveevidenceofthebenefitsofstructuredtreatmentinterrup-tionsstrategiesinotherstudies,WHOdoesnotrecommendthisapproachoutsideclinicaltrials.

�. Clinical monitoring of patients with HIVOnceapersonhasbeendiagnosedwithHIVinfection,acontinuumofcareandmonitoringshouldbeensured.

�.1. Monitoring of laboratory indicators before ART• CD4cellcount ° Repeateverysixmonths,unlessthereareunexpectedresults(rapidfallofCD4cellscount

ordiagnosisofopportunisticinfection). ° IfstartingARTisunderdiscussion(CD4countis350cells/mm3orless),repeatCD4count

everythreemonths.Statistically,everypatienthasamedianaveragelossof50CD4cells/mm3peryear,buttheycanalsodropveryquickly,especiallywithconcomitantinfection.

• Viralload ° Althoughviral load testing isexpensive, thecostsofunmonitoredARTaremuchhigher

(uselessdrugs,hospitaladmissionincaseoffailure),aswellasbringingamuchhigherriskforfurthertransmissionofHIVduetohigherinfectivityfromanelevatedviralload.

° Ifpossible,viralloadshouldbemonitoredinthesameintervalasCD4cellcount.Theresultgivesahintabouttheintensityofviralreplication;lowviralload(1000–5000copies/ml)indicatesslowprogression,highviralload(>100000copies/ml)indicatesahighriskforrapidprogression.

• Thegenerallaboratorytestingpanel(seeTable3above)shouldberepeatedeverysixmonthsiftherearenochangeswithregardtoinitiationofARTorothercircumstances(comorbidities,pregnancy,etc.).

�.2. Monitoring of laboratory indicators in ART patientsSuccessfulARTisfirstreflectedbythedecreaseofviralload;immunologicalresponseisaresultofviralload,andthusoccurslater.ARTmonitoringisbestdonewithviralloadandCD4countboth.• Viralload ° VLshouldbemeasuredafter4–8weeksforassessmentofwhethertheregimenissuccess-

ful.Viralloadusuallyfallsbelowtheassay’slimitsofdetectionwithin16–24weeks. ° Subsequentmonitoringofviralloadshouldbedoneinintervalsofthreetofourmonths. ° Onceviralloadisbelowthetestingthresholdwhichis<50copies/ml(or60or70copies/ml,

dependingontheavailabletest),itshouldremainthere.• CD4cellcountshouldberepeatedeverysixmonths,exceptincaseofclinicalfailure.• Thegenerallaboratorytestingpanel(seeTable3above)shouldberepeatedeverysixmonthsif

therearenochangesinARTorothercircumstances.• DependingonspecificARVsused,thefrequencyforlaboratorytestingmightdiffer.SeeTable10.

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Table 10. Frequency of laboratory testing, generally and with specific ARV use

Baseline Week 2 Week 4 Week 8 Week 16 Week 24 Week 36 Week 48Viral load X X X X XCD4 count X X X (X) XComplete blood count X X X X(ZDV) X (X) X

Liver Function Test (LFT)

X X(NVP) X X(NVP,ZDV,PIs)

X(NVP,PIs) X (X) X

Cholesterol triglycerides X(PIs) X(PIs) X(PIs)

Renal function test X X(TDF) X(TDF,

IDV) X (X) X

X:laboratoryteststobeperformedirrespectiveoftheARVsbeingadministered;X (ARV):laboratoryteststobeperformedifanARVinparenthesesisbeingadministered;(X):optionaltest.

�.3. Immune reconstitution inflammatory syndromeIRIShappensafterinitiatingART,moreoftenwithCD4counts<100cells/mm3.Ifadormantop-portunisticinfectionisnotdiagnosedbecauseofmissingclinicalsymptoms,theremaybeanin-flammatoryreactionafterinitiatingART,duetoanimprovedandactivatedimmunesystem,leadingtodiagnosisoftheOI(124, 125).ThismayoccurinuptoathirdofpersonswithTBwhoiniti-ateART(85)(forfurtherinformationonIRISinTB/HIVcoinfectedpatients,refertoProtocol4,Management of tuberculosis and HIV coinfection).TheOIoftenpresentsdifferentlythanusual,forexample, in abscesseswithMycobacterium avium-intracellulare (MAI)or curious chestX-rayswithPCP.TheincidenceofIRISisprobablyabout10%.MAIandCMVarethemostcommonOIs,butworseningofatreatedPCPmayalsooccur(126).Inprinciple,ARTshouldbecontinuedalongwithtreatmentof theOI.Low-doseprednisoneorprednisolone(20–60mg/day)mayhelp.ARTshouldbediscontinuedifirregularlytakenduetoside-effectsofOItreatmentorifthereispainwithoesophagitis(CMV,herpes,candidiasis).

�.4. Monitoring adherenceEverypatient’sadherencetoARTshouldbemeasuredandrecordedduringroutineclinicalvisits.Whiletherearetoolsformonitoringadherence(seeAnnex5),thepreferredmethodisastandard-izedquestionnairefor14daysoronemonth.

Viralloadreboundshouldalwayspromptphysicianstodiscussadherencebehaviorwiththeirpa-tients.Theuseofopenquestionsthatacknowledgecustomarylowadherenceismorelikelytoelicitfullresponses.

Optimizingadherenceinthefirstfourtosixmonthsoftreatmentiscrucialtoensuringlong-termimmunovirologicalsuccess(127).Severalinterventionsarepossible,butpriorityshouldbegiventointerventionsaimedatimprovingadherenceintheearlymonthsofART (127–131).

Staff shouldprovide individualized support to adherence,basedon theneedsof eachpatient atanytimeduringtreatment.Ateverypatientvisit,healthcareprovidershavetoensurethateverypatient:• hasemotionalandpracticallivingsupport• fitsthedrugregimenintoadailyroutine• understandsthatnon-adherenceleadstoresistance• recognizesthatalldosesmustbetaken• feelscomfortabletakingdrugsinfrontofothers• keepsclinicalappointments

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• understandsARVinteractionsandside-effects• knowsalarmsignalsandwhentoseeadoctoraboutthem(132, 133).

OnceapatientisalreadyonART,additionalissuesmayarisewhichalsoneedtobeaddressedinatimelyfashion:• treatingdepressiontoenhanceadherenceandimprovelong-termoutcomes(134);and• managementofdruginteractionsanddosages.

�.�. Management of ARV toxicity and side-effectsSide-effectsarecommonwithARVs,especiallyPIs.SeeTable11.• LPV/randNFVcancauseseverediarrhoea.• LPV/risassociatedwithhyperlipidaemia(especiallyhightriglycerides).• ProblemswithlipidmetabolismcanoccurwithnearlyallPIs.• Long-termstudiesofside-effectsandincreasedriskforcardiovascularcomplicationsareneeded.

ToxicitymightbeareasonforsubstitutionofprescribedARVtoanotherARVdrugwithinthesameregimen.Switchingtoanothertreatmentregimenduetotoxicityisnotrecommended.

Table 11. Documented toxicity of ARVs and suggestions for management

ARV Toxicity ManagementHepatic necrosis (life-threatening)NVP • Fever,rash(50%),nausea,vomiting,

eosinophilia,elevationofALT/AST• Usuallyinfirst6–18weeks,rareafter

48weeks• 1–2%ofallNVPtreatedindividuals,

higherifCD4count>250infemalesand>400inmales

• MonitorLFTatweeks2,4,8and16,andtheneverythreemonths.

• Treatmentissymptomatic.• Hepaticnecrosisislifethreatening;in

severeclinicalsituations,stopdrugsatonce.

Lactic acidosis (life-threatening)Fromhighesttolowestrisk:• d4TwithddI• ddI• d4T• ZDV

• Nausea,vomiting,wasting,fatigue,pancreatitis,multiorganfailure,acuterespiratorydistresssyndrome(ARDS)

• 1–10per1000patients/yearforddIandd4T

• Monitorlacticacidclinically.Ifsuspected,lookforearlyindicators(creatinekinase(CK),HCO3).

• Thesymptomatictreatmentisbicar-bonateagainstacidosis.

• ChangetoABC,TDF,3TC,FTC.Hypersensitivity (life threatening in case of re-exposure: anaphylactic shock)ABC • Nearlyalwaysfeverandrash,also

fatigueandnausea• 5%,rareaftersixweeks

• Monitorskin,donotstarttogetherwithotherrash-producingdrugs.

• StopABC,donotuseagainifdiagno-sisisfirmlysuspected.

• ChangetoZDV,TDFord4T.Stevens–Johnson syndrome, toxic epidermal necrolysisNVPLesswithEFV

• Fever,rashwithblistering,myalgia• NVP:0.3%,EFV:0.1%

• Monitorskin.• Administerantibioticsandintensive

careofwounds,perhapsinaburnscentre.

PancreatitisFromhighesttolowestrisk:• d4TwithddI• ddI• d4T

• Pain,highlevelsoflipase• ddI1–7%,lesswithdoseadjustment

• Monitorlipaselevel.• Thesymptomatictreatmentispain

medication,parenteralnutrition,drugstoppage.

• ChangetoZDVorTDForABC.

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HIV/AIDS TREATMENT AND CARE CLINICAL PROTOCOLS FOR THE WHO EUROPEAN REGION

ARV Toxicity ManagementNephrotoxicityTDF • RenalfailureandFanconisyndrome

• Morefrequentinindividualswithbaselinerenaldysfunction(135)

• Monitorcreatinine,historyofrenalfailure.

• Treatmentissymptomatic.• Eventuallytryagainwithdoseadjust-

mentofTDF(creatinineclearanceisneeded:TDFeverysecondday).

• ChangeTDFtoZDV,ABCord4T.AnaemiaZDV • Anaemiaandneutropenia

(slightdecreaseisnormalwithZDV)• 1–4%,dosedependent

• Monitorbloodcountafter2,4,8and12weeks.Macrocytosiswithlightanaemia(haemoglobinupto10g/dlor100g/litre)iscommon.

• Treatmentisatransfusionoferythro-poetin(veryexpensive)orchangingZDVtoanotherNRTI(TDF,ABCord4T).

Peripheral neuropathyd-drugs:ddI,d4T • Pain/paraesthesiaofextremities

• 10–30%,alsoafteryears• Monitorperipheralnerves,warn

patient.• Treatmentispainmanagement,

changeofART.Stopd-drug,changetoanotherNRTI(ZDV,TDF,ABC).

Fat atrophyd4TandotherNRTIs • Reducedbuccalfatandextremityfat

• Commonwithlonguse(mitochon-drialtoxicity)

• Monitorandcomparetopreviouspictures.

• Changed4TtoTDForABC.Ifatro-phyisirreversible,plasticsurgeryisindicated.

Fat accumulationPIs • Increasedabdominalfat(“crixi

belly”),breastsize,buffalohump• 20–80%

• Measureandcomparetopreviouspictures.

• ChangetoNNRTIiflipodystrophy/lipoatrophyisnottolerable.Plasticsurgerymaybeindicated.

RashNNRTI>APV/FPV>ABC • Maculopapularitching

• 15%NNRTI,APV~20%,ABC5%• Monitorfever,LFT,CKinclosevis-

its.• Thinkofotherallergenicdrugs

(sulfamethoxazole/trimethoprimandotherantibiotics,prophylaxis).RashessometimesresolvespontaneouslywithcontinuedART.

• ChangeNVPtoEFVorviceversa.Ifnoimprovement,tryanewregimen.

Elevation of transaminaseNNRTIs(all)andPIs(all) • Otherwiseunexplainedelevationof

LFT• 8–15%withPIandNNRTI• Morefrequentinpatientswithchronic

HBVorHCV

• MonitorALTeverythreemonths,lookforotherreasons(drugs,hepatitis).

• Elevationoftenresolveswithcontinu-ationofNNRTIorPI.

• DiscontinueNNRTIorPI.Gastrointestinal intolerancePIs(all),ZDV,ddI • Nauseaandvomiting,diarrhoea

• Common• Ruleoutotherreasons(IRISwith

CMVcolitis,cryptosporidiosis,microsporidiosis,alsoweeksafterinitiatingART).

• Treatmentisloperamideifthereisnootherreasonfordiarrhoea;meto-clopramide,Zofranefornauseaandvomiting.

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PATIENT EVALUATION AND ANTIRETROVIRAL TREATMENT FOR ADULTS AND ADOLESCENTS

ARV Toxicity ManagementCentral nervous system (CNS) toxicityEFV • Nightmares,impairedconcentration,

depression(riskofsuicide)• 50%

• Warnpatient,takepsychiatrichistory,refertopsychiatricconsultation.

• Treatmentusuallynotnecessary,resolvesin5–21days.

Insulin resistancePIs(allbutATV),espe-ciallyIDV

• Elevatedglucosetolerance,elevatedglucosewithmorningfasting

• 5%

• Monitorfastingbloodglucose.• Treatmentisviadietandexercise,

metforminorGlitazone.• ChangePItoNNRTI.

Hyperlipidaemiad4T>PIs(allbutATV) • Increasedlipids,increasedLDL,cho-

lesterol,triglycerides(forthelast,d4Tisparticularlyprominent)

• %varies

• Monitorfastinglipidlevelsatinitia-tionofARTandeverysixmonths.

• Treatmentisperlipid,cholesterolandtriglycerideguidelines.

• Usestatinsandfibrates.Becarefulwithinteractions(nosimvastatin,nolovastatin).

HyperbilirubaemiaATV>IDV • Elevationofbilirubin(harmless;

possibleitching,noprolongedliverdamage,reversible)

• Frequencyvaries

• Monitorbilirubinandclinicalsymp-toms.

• Stopdrugonlyifnottolerated.ChangePI.

NephrolithiasisIDV • Abdominalpain,haematuria,renal

colic• 10–20%peryear,lesswith>3litre

fluid/day

• Monitorurinalysis,creatinine.• Treatmentisthesameasfornephroli-

thiasis.

Source: Bartlett (136).

�.�. Drug interactionsDrug interactioncanbeasevereprobleminART.PLHIVneed to takeagooddealofdifferentagentsduetoconcomitantdiseasesormanifestationofHIVandAIDS.

Thoughsomedrugsaregenuinelycontraindicated,mostdrugsthatshowinteractionscanstillbegivenincombination;however,theprobabilityofside-effectsisthengreater,andtheyshouldbecloselymonitored.Theeffectivenessofcontraceptivescouldalsobejeopardized.(SeealsoProtocol9,Support for sexual and reproductive health of people living with HIV.)Tables12and13illustrateinteractionsofdrugswithNNRTIsandwithPIs.

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HIV/AIDS TREATMENT AND CARE CLINICAL PROTOCOLS FOR THE WHO EUROPEAN REGION

Table 12. NNRTI interaction with selected drugs

NNRTI (drug A)a With … (drug B) Effect Significance b

EFV NVP+ Ergotamine ↑ levelofB ++(avoid)

+ Antiarrhythmics:lidocaine,amiodarone,others ↑ and↓levelofB ++(caution)+ + Anticonsulvants:carbamazepine,phenytoin,

phenobarbital↓ levelofBand/orA;usegabapentininstead

++

(+)c + Itraconazole,ketoconazole (–)clevelofB ++ Cyclosporine,tarolimus,Rapamycin ↑ levelofB +++ Calciumchannelblockers ↑ levelofB ++

+ + Sildenafil,vardenafil,tadalafil ↑ levelofB +++ Fentanyl ↑ levelofA ++

+ + Methadone ↓ levelofB +++ + Contraceptives ↑ and↓ levelofB +++ + Rifampin,rifabutin ↑ and↓ levelof

B,↓ levelofA(caution)

++

+ + StJohn’swort ↓ levelofB +++ + Warfarin ↑ levelofB ++

a+or++underdrugAshowsthedrugstrengthinchangingthelevelofdrugB.bSignificance:+probableimportance,++definiteclinicalimportance.c(+)or(−)indicatesinconsistentresults.Sources:Sande&Eliopoulos;Gilbert,Moellering&Eliopoulos;Antoniu&Tseng(137–139).

Examplesofhowthetablesshouldbereadareasfollows.1.InTable12line6:EFVstronglyincreasesthelevelsofmidazolam,alprazolamandtriazolamwhileNVPdoessolessstrongly.Thesignificanceofthisisthatthereisadefiniteclinicalimpor-tance;however,thesedrugscanstillbecoadministered.2.InTable13line4:APV,IDVLPV,NFV,RTVandSQVallincreasethelevelsofcarbamazepine,clonazepam,phenytoinandphenobartialwhilethesedrugsinturndecreasethelevelsofthethosePIs.Thesignificanceofthisisthatthereisdefiniteclinicalimportance.Thecombinationofanyoftheseshouldbeavoided.

Table 13. Protease inhibitors interactions with selected drugs

Protease inhibitor (drug A) a With … (drug B) Effect Significance b

APV ATV IDV LPV NFV RTV SQV

+ Fentanyl,tramadol,hydroco-don

↑ levelofdrugB +

+ + Codeine,morphine,metha-done

↓ levelofdrugB +

+ + + + + + + Amiodaron,lidocaine,flecainide

↑ levelofdrugB +

+ + + + + + Carbamazepine,clonazepam,phenytoin,phenobarbital

↑ levelofdrugB↓ levelofdrugA

++(avoid)

+ + + + Tricyclicantidepressants ↑ levelofdrugB ++ + Allotherantidepressants ↑levelofdrugB +

+ Loratadine ↑ levelofdrugB ++

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PATIENT EVALUATION AND ANTIRETROVIRAL TREATMENT FOR ADULTS AND ADOLESCENTS

Protease inhibitor (drug A) a With … (drug B) Effect Significance b

APV ATV IDV LPV NFV RTV SQV+ Atovaquone ↓ levelofdrugB +

+ + + ++ + + ++ Benzodiazepine ↑ levelofdrugB +++ Betablockers ↑ levelofdrugB +

+ + + + + + + Calciumchannelblockers ↑ levelofdrugB ++

+ + + Clarithromycin,erythromy-cininrenalimpairment

↑ levelofdrugB +(caution)

+ + + + + Clarithromycin,erythromy-cin

↑ levelofdrugBanddrugA

+

+ + + + Contraceptives ↑ levelofdrugB ++

+ + + + Corticosteroids ↑ levelofdrugB↓ levelofdrugA

+

+ + + + + + + Cyclosporine ↑ levelofdrugB ++ + + + + + + Ergotderivatives ↑ levelofdrugB ++(avoid)

+ ++ + + + + + Protonpumpinhibitors(PPIs)

↓ levelofdrugA +(caution)(++,ATV-

avoid)

+ ++ + + + + + H2antagonists↓ levelofdrugA ++(caution)

(++,ATV-avoid)

+ + + + + + + Lovastatin,simvastatin ↑ levelofdrugB ++(avoid)+ Irinotecan ↑ levelofdrugB ++(avoid)

+ + + + + Ketoconazole,itraconazole ↑ levelofdrugB↑ levelofdrugA

+

+ + + + + + + Pimozide ↑ levelofdrugB ++(avoid)

+ + + + + + + Rifampin ↑ levelofdrugB↓ levelofdrugA

++(avoid)

+ + + + + + + Rifabutin↑ levelofdrugB↓ levelofdrugA

+(caution,doseadjust-

ment)

+ + + + + + + Sildenafil Some↑,some↑ levelofdrugB

++

+ + + + + + + StJohn’swort ↓ levelofdrugA ++(avoid)+ Tenofovir ↓ levelofdrugA ++(addRTV)

+ + + Theophyline ↓ levelofdrugB +

+ + + + Warfarin ↑ levelofdrugB +a+or++underdrugAshowsthedrugstrengthinchangingthelevelofdrugB.bSignificance:+probableimportance;++definiteclinicalimportance.Sources:Sande&Eliopoulos,Gilbert,Moellering&Eliopoulos,Antoniu&Tseng(137–139).

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HIV/AIDS TREATMENT AND CARE CLINICAL PROTOCOLS FOR THE WHO EUROPEAN REGION

III. Suggested minimum data to be collected at the clinical level

Thesuggestedminimumdatatobecollectedareimportantinthedevelopmentofkeyindicatorsonaccesstotreatmentanditssuccess.Suchindicatorsassistmanagersindecision-makingonwaystostrengthenandexpandtheseservicestoallwhoneedthem.

Thefollowingdatashouldbecollectedateachclinical facilityonaregularbasis (e.g.monthly,quarterlyorsemi-annually):• numberofHIVpatients“seenforcare”(seenatleastonceintheprevious12months);• numberofHIVpatientsseenforcarewhoareeligibleforART(CD4<350cells/mm3);• numberofHIVpatientsseenforcareinitiatingHAART;• numberofHIVpatientsseenforcarereceivingfirst-lineHAART;• numberofHIVpatientsonHAARTchangingfromfirst-lineHAARTtosecond-lineHAART;• numberofHIVpatientsonHAARTchangingfromsecond-lineHAARTtosalvageHAART;• numberofHIVpatientsinterruptingARTtreatment,includingthereason(e.g.death,toxicity/

sideeffects,losstofollow-up,ARVsnotavailable,etc.);• numberofpatientswhodiedwhileonHAART,includingcauseofdeath(e.g.HIV/AIDSrelated

mortalityornon-HIV/AIDSrelatedmortalitysuchasaccident,overdoseorsuicide);• numberofHIVpatientswhodiedwithinthefirst12monthsofinitiatingHAART;and• numberofdeathsamongallHIVpatientsincludingcauseofdeath(e.g.HIV/AIDSrelatedmor-

talityornon-HIV/AIDSrelatedmortalitysuchasaccident,overdoseorsuicide).

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PATIENT EVALUATION AND ANTIRETROVIRAL TREATMENT FOR ADULTS AND ADOLESCENTS

Annex 1. Essential information on personal history of HIV/AIDS treatment

Table 14. Essential information on personal history of HIV/AIDS treatment

DateCD4cells/mm3

% VLcopies/ml

CurrentART

Resistance(genotypeorphenotype)

PreviousARTregimens,reasonsforchanging

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HIV/AIDS TREATMENT AND CARE CLINICAL PROTOCOLS FOR THE WHO EUROPEAN REGION

Annex 2. Revised WHO clinical staging of HIV/AIDS for adults and adolescents

(InterimEuropeanRegionversionforpeopleaged≥15yearswithpositiveHIVantibodytestorotherlaboratoryevidenceofHIVinfection)

Acute HIV infection• Asymptomatic• Acuteretroviralsyndrome

Clinical Stage 1• Asymptomatic• Persistentgeneralizedlymphadenopathy(PGL)

Clinical Stage 2• Seborrhoeicdermatitis• Angularcheilitis• Recurrentoralulcerations(twoormoreepisodesinsixmonths)• Herpeszoster(extensivezosteracrossonedermatome)• Recurrentrespiratorytractinfections(twoormoreepisodesinanysix-monthperiodofsinusitis,otitismedia,

bronchitis,pharyngitis,tracheitis)• Fungalnailinfections• Papularpruriticeruptions

Clinical Stage 3• Oralhairyleukoplakia• Unexplainedchronicdiarrhoeaforlongerthanonemonth• Recurrentoralcandidiasis(twoormoreepisodesinsixmonths)• Severepresumedbacterialinfections(e.g.pneumonia,empyema,pyomyositis,boneorjointinfection,menin-

gitis,bacteraemia)• Acutenecrotizingulcerativestomatitis,gingivitisorperiodontitis

Clinical Stage 4a• Pulmonarytuberculosis• Extrapulmonarytuberculosis(excludinglymphadenopathy)• Unexplainedweightloss(morethan10%withinsixmonths)• HIVwastingsyndrome• Pneumocystispneumonia• Recurrentsevereorradiologicalbacterialpneumonia(twoormoreepisodeswithinoneyear)• CMVretinitis(±colitis)• Herpessimplexvirus(HSV)(chronicorpersistentforatleastonemonth)• HIV-associatedencephalopathy• HIV-associatedcardiomyopathy• HIV-associatednephropathy• Progressivemultifocalleukoencephalopathy(PML)• KaposisarcomaandHIV-relatedmalignancies• Toxoplasmosis• Disseminatedfungalinfection(e.g.candida,coccidomycosis,histoplasmosis)• Cryptosporidiosis• Cryptoccocalmeningitis• Non-tuberculousmycobacterialinfectionordisseminatedmycobacteriaotherthantuberclebacilli(MOTT)

aPossiblytobeincludedinStage4ifsupportedbysufficientevidence:analcancerandlymphoma(T-cellHodgkinlymphoma).Source:WHORegionalOfficeforEurope(140).

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PATIENT EVALUATION AND ANTIRETROVIRAL TREATMENT FOR ADULTS AND ADOLESCENTS

Annex 3. Resistance testsResistancetestingneedsaminimumof500–1000copies/ml;itisnotpossiblewithcompletelysuppressedvirus.

Genotypic resistance testing is based on the analysis of RNA mutations.The amplified genome is se-quenced.Knownmutationsareencodedforchangedsusceptibilityofthevirus.Itisanindirectproofofdrugresistance.Theresistantviruspopulationhastobehigherthan20%ofthewholepopulation.

Virtual phenotypic resistance testingusescomputer-basedalgorithmsofgenotypictestsconnectedwithlargedatabanksforinterpretingresults.

Phenotypic resistance testing, likemicrobiologicalsusceptibility testing,examines theabilityofvirusestoreplicateincellcultureinthepresenceofdifferentagents.Itiscomparedtothesameabilityofwild-typevirus.The50%inhibitoryconcentration(IC50)isamarkerofdrugpotency.Theresultsofthetestshowdif-ferentgradesofsusceptibility.

Which resistance test to useAlltestsarepresentlyveryexpensive.Genotypictestscost€400,phenotypictestscost€800(2005).Thetimebetweentakingthesampleandachievingresultscanbeweeks.Basicgenotypictestingshouldshowenoughevidenceforfurtherplanningofregimens.First-andsecond-lineregimensdonotrequirethemoreexpensivephenotypictest.WhenthereisaconfusedARThistory,withalotofalreadyknownmutationsoraninexplicabletreatmentfailure,aphenotypictestmightbejustified.Foralltests,theindividualhastocon-tinuetakingthefailingregimen;otherwise,wild-typeviruswillovergrowtheresistantstrains.Therearenostandardizedrecommendationsfortheuseofeitherphenotypicorgenotypicresistancetesting.

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HIV/AIDS TREATMENT AND CARE CLINICAL PROTOCOLS FOR THE WHO EUROPEAN REGION

Anne

x 4.

Ess

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l inf

orm

atio

n ab

out A

RVs

Tabl

e 1�

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tial

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dru

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(maj

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300

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300

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or

600

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ifhi

stor

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hyp

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65R

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400

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Patients≥

60kg:400mg

tabl

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blet

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Two

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safte

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200

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200

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eas

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65R

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300

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150

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300

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150

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V/I

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tion

of

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41L,

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renalinsufficiency(dosereduction).

Renalinsufficiency

41L,

65R

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3TC

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tabl

etO

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+ FT

CTV

D30

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200

mg

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1ta

blet

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BV

300

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15

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Page 32: 1 Patient Evaluation and Antiretroviral Treatment for Adults and

33

PATIENT EVALUATION AND ANTIRETROVIRAL TREATMENT FOR ADULTS AND ADOLESCENTS

AR

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bbr.

Size

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Page 33: 1 Patient Evaluation and Antiretroviral Treatment for Adults and

34

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PATIENT EVALUATION AND ANTIRETROVIRAL TREATMENT FOR ADULTS AND ADOLESCENTS

Annex 5. Tools for adherence monitoring

Self-reporting isagoodadherencemarker,butit isnotperfect.ItseemstooverestimateARTadherencemorethanothermethods(142).Tobeeffective,thepatientmustbewillingtodiscloseproblems,particularlyfacetoface.Thismethodmaybeimportantinreinforcingthecentralroleofpatientsinmanagingtheirownadherence,asopposedtoprovider-controlledmethods.

Provider estimatesofadherencehavebeendemonstratedtobepoor(143)andarenotadvisable.

Drug-level monitoringisexpensiveandnotyetpossibleforallARVs.Itisnotamethodforroutinecontrolofadherence,andcanonlyrevealasnapshotofthetimethesampleistaken(144).Incaseoflowplasmadruglevels,adherencehastobediscussed.LaboratorymarkerslikemeancorpuscularvolumeoferythrocytesmightshowadherencetoZDVandtoalesserextentd4T.

Medication Event Monitoring System (MEMS)isfrequentlyusedinresearchsettings.Anelectronicde-vicefittedtopillboxesrecordstheremovalofthecap.ItisassociatedwithpredictablevirologicalresponsetoART(145).Itisnotpossiblewithblisterpacks.

Pill counts and pharmacy recordsmaybeseenasanunwelcomeattemptofhealthcareproviderstopoliceadherence.Theyaretime-consumingandrequirepatientstobringtheirmedicationwiththem.

Pill identification test (PIT)isanovelmethodthatcorrelateswithvalidatedself-reportingmeasures(146).Patientsareinvitedtodistinguishthepillsof theirregimenfromadisplayofARVs,includingtwo“twinpills”,whicharesimilarbutnotidenticaltotheirown.

Theuseofsurrogate markersisreliablebuttoolatewhenpooradherenceisrevealed.Individualswithviro-logicalfailureonaPI-containingregimenhadlowPIbloodlevels,lowadherencelevelsbypillcountandanabsenceofgenotypicresistancetoPIs,suggestingtheirtreatmentfailurehadbeencausedbylowadherence(147, 148).Providershavetobecarefulwithinterpretationofthesemarkers,however,becauseofotherpos-siblereasonsforlowdruglevels(145).

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Annex 6. List of antiretroviral drugs5

Table 1�. Antiretroviral drug list

International non-proprietary name(INN)

Proprietary name Pharmaceutical company

NRTIsAbacavir (ABC) EpzicomUS,KivexaUnited Kingdom (lamivudine/

abacavir)TrizivirEurope,United Kingdom, US(zidovudine/lamivudine/abacavir)ZiagenUnited Kingdom, United States

GlaxoSmithKline

Abavir Genixpharma

VirolVirolLZ(abacavir/lamivudine/zidovudine)

Ranbaxy

Didanosine (ddI) Videx,VidexEC Bristol-Myers Squibb

DinexECOdivirKit(didanosine/lamivudine/efavirenz)

Cipla

Aviro-ZVirosineViro-Z

Ranbaxy (India)

Divir Thai Government

Emtricitabine (FTC) ATRIPLA(efavirenz/emtricitabine/tenofovir) Bristol-Myers Squibb and Gilead Sciences

EmtrivaTruvada(tenovovir/emtricitabine)

Gilead Sciences

Lamivudine (3TC) CombivirUnited Kingdom, United States (lamivudine/zidovudine)EpivirUnited Kingdom, United States,ZeffixUnited Kingdom EpzicomUnited States,KivexaUnited Kingdom (lamivudine/abacavir)TrizivirUnited Kingdom, United States (zidovudine/lamivudine/abacavir)

GlaxoSmithKline

LamivoxStavex-L(lamivudine/stavudine)Stavex-LN(lamivudine/nevirapine/stavudine)Zidovex-L(lamivudine/zidovudine)Zidovex-LN(lamivudine/nevirapine/zidovudine)

Aurobindo

Duovir(lamivudine/zidovudine)Duovir-N(lamivudine/nevirapine/zidovudine)LamivirOdivirKit(didanosine/lamivudine/efavirenz)Triomune(lamivudine/nevirapine/stavudine)

Cipla

HeptavirLamistar30,Lamistar40(lamivudine/stavudine)Nevilast(lamivudine/nevirapine/stavudine)Zidolam(lamivudine/zidovudine)

Genixpharma

VirolamVirocomb(lamivudine/zidovudine)Virolans(lamivudine/nevirapine/stavudine)Virolis(lamivudine/stavudine)VirolLZ,Abac-ALZ(abacavir/lamivudine/zidovudine)

Ranbaxy

5ThislistisacompilationofthoseARVsthatarewidelyused,andshouldnotbeconstruedtobeexhaustive.Itwasaccurateasof31July2006.Disclaimer:Thementionofspecificcompaniesorofcertainmanufacturers’productsdoesnotimplythattheyareendorsedorrecommendedbytheWorldHealthOrganizationinpreferencetoothersofasimilarnaturethatarenotmentioned.

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International non-proprietary name(INN)

Proprietary name Pharmaceutical company

Stavudine (d4T) Zerit,ZeritXR Bristol-Myers Squibb

StavexStavex-L(lamivudine/stavudine)Stavex-LN(lamivudine/nevirapine/stavudine)

Aurobindo

StavirLamivir-S(lamivudine/stavudine)Triomune(lamivudine/nevirapine/stavudine)

Cipla

Lamistar(lamivudine/stavudine)Nevilast(lamivudine/nevirapine/stavudine)Stag

Genixpharma

Stavir GPO (Thailand)

AvostavTriviro-LNS(lamivudine/nevirapine/stavudine)Virolans(lamivudine/nevirapine/stavudine)Virolis,Coviro(lamivudine/stavudine)Virostav

Ranbaxy

Tenofovir (TDF) Truvada(tenofovir/emtricitabine)Viread(tenofovir)

Gilead Sciences

ATRIPLA(efavirenz/emtricitabine/tenofovir) Bristol-Myers Squibb

Triple nuceoside (TRZ) TrizivirUnited Kingdom, United States (zidovudine/lamivudine/abacavir)

GlaxoSmithKline

Zidovudine (ZDV or AZT) CombivirUnited Kingdom, United States (lamivudine/zidovudine)RetrovirUnited Kingdom, United States TrizivirUnited Kingdom, United States (zidovudine/lamivudine/abacavir)

GlaxoSmithKline

Zidovex Auribindo

ZidovirDuovir(lamivudine/zidovudine)

Cipla

Zido-H(zidovudine) Genixpharma

Antivir GPO (Thailand)

Aviro-ZVirocomb(lamivudine/zidovudine)VirolLZ(abacavir/lamivudine/zidovudine)Viro-Z

Ranbaxy

NNRTIsDelavirdine (DLV) Rescriptor Pfizer, Inc.

Efavirenz (EFV) SustivaEurope, United Kingdom,StocrinAustralia, Europe, Latin America, South Africa

ATRIPLA(efavirenz/emtricitabine/tenofovir)

Bristol-Myers Squibb

Viranz Aurobindo

Efavir Cipla

Estiva Genixpharma

Efferven Ranbaxy

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HIV/AIDS TREATMENT AND CARE CLINICAL PROTOCOLS FOR THE WHO EUROPEAN REGION

International non-proprietary name(INN)

Proprietary name Pharmaceutical company

Nevirapine (NVP) Viramune Boehringer Ingelheim

NevirexStavexLN(lamivudine/nevirapine/stavudine)

Aurobindo

Duovir-N(lamivudine/nevirapine/zidovudine)NevimuneTriomune(lamivudine/nevirapine/stavudine)

Cipla

Nevilast(lamivudine/nevirapine/stavudine) Genixpharma

GPOVir GPO (Thailand)

NevipanTriviroLNS(lamivudine/nevirapine/stavudine)Virolans(lamivudine/nevirapine/stavudine)Zidovex-LN(lamivudine/nevirapine/zidovudine)

Ranbaxy

Fusion inhibitorsEnfuvirtide, T-20 FuzeonUnited Kingdom, United States Roche Pharmaceuticals &

Trimeris, Inc.

Protease inhibitorsAmprenavir (APV) AgeneraseUnited Kingdom, United States GlaxoSmithKline

Atazanavir (ATV) ReyatazEurope, United States Bristol-Myers Squibb

Fosamprenavir (FPV) LexivaUnited States,TelzirUnited Kingdom GlaxoSmithKline and Vertex

Indinavir (IDV) Crixivan Merck & Co.

Indivex Aurobinda

Indivir Cipla

Indivir Genixpharma

Virodin Ranbaxy

Lopinavir/ritonavir combination (LPV/r)

Kaletra Abbott Laboratories

Nelfinavir (NFV) Viracept Pfizer, Inc., Roche Pharmaceuticals

Nelvex Aurobinda

Nelvir Cipla

Nelfin Genixpharma

Nefavir Ranbaxy

Ritonavir (RTV) Norvir Abbott Laboratories

Ritovir Hetero/Genix

Saquinavir (SQV) FortovaseEurope, United Kingdom, United StatesInviraseUnited Kingdom, United States

Roche Pharmaceuticals

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Annex 7. Glossary

AdherenceispatientabilitytotakeARVdrugsasprescribedatspecifictime.Highadherenceisdefinedastakingover95%ofdoses;lowadherenceisanythingunderthislevel.

BackboneisthepartofARVtreatment,usuallyconsistingoftwoNRTIswhichareusedincombinationwithanNNRTIoraPIoraPIandfusioninhibitor.“Optimizedbackbone”meansanadjustedcombinationofprobableworkingNRTIsbasedonresultsofresistancetesting.

Genetic barrierisadescriptionofthenumberofmutationsneededforthevirustoberesistanttoadrug.Re-sistancewith1mutationmeansalowgeneticbarrier;resistancewith10mutationsmeansaveryhighgeneticbarrier,thoughthischaracterizationissubjecttochange.

Major mutationsarethechangesinviralRNAthatencodeforresistancetoparticularARTdrugsorARTclasses.

Minor mutationsworkincombinationandcanleadtoresistanceorcounteractdisadvantagesofothermajororminormutations.

Nucleosideanalogue mutations(NAMs)revealcross-resistanceformostNRTIs.

Apoint mutationisonechangeintheRNAcoderesultinginresistancetoadrugorclassofdrugs.Forex-ample,inARTtreatmentmutation103meansaresistancetoallNNRTIs,resultingfromchangesinvirusatspecificpoint.

ResistanceistheresultofchangingaminoacidsintheRNAstrainofthevirus.ThishappensduetothepoorreplicationabilitiesofHIV.Mostchangesleadtothedeathofthevirus;otherchangesareviable,andtheresultantvirushastheabilitytosurvivethemechanismsofART.Inmostcases,resistanceleadstopoorerviralfitness,meaningaslowerHIVreplicationrate.Thoughabenefitforthepatientatthebeginning,itwillresultintotalresistanceandhighreplicationratesofthelessfitviruses.However,severalcombinationsofresistancepatternscanbalancethisdisadvantage,sothatsomeresistancepatternsresultinafittervirusintheend.

Thymidine analogue mutations(TAMs)areusuallyaresultofZDVtreatment.

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Annex 8. Beyond the horizon

ResearchonARTcontinues.Newviralmutationsanddrugresistanceoccurregularly–asdonewunder-standingsoftheinteractionsbetweendrugsandthevirus.ThefollowingaresomeofthelatestARVstobeapprovedortobependingapproval,alongwithnewcombinationsofolderdrugs.

• Aonce-dailyfixed-dosecombinationofTDF+FTC+EFVhasbeenrecentlydevelopedandappearstobeslightlymoreeffectivethanthestandardZDV+3TC+EFVcombination(42).

• TMC125(etravirine)isanewNNRTIthathaspotenciesdespiteexistingmutationswhichencodeforNNRTIclassresistance(149).

• DRV(darunavir)isanewPIwithanevenhighergeneticbarrierthanLPV/r.DevelopmentofresistanceisslowerthanwithNFV,APVorLPV/rinvitro.TMC114isavailablethroughanexpandedaccesspro-gramme(EAP)(150).IthasbeenrecentlyapprovedbytheUSFederalDrugAdministration(FDA).

• AG1549 (capravirin) isalsoa second-generationNNRTI,which iseffectivedespiteclassicalNNRTImutations.

• Newcoreceptorinhibitorsinthefusionsmoleculearecoming.CXCR4-andCCR5-expressingvirusesarebeingfoughtwithdrugsthatcaninhibitoneorbothofthem.Newtestsforthecoreceptorexpressionofthevirusareneededforthistreatment.Side-effectsarelimitedfornow,thoughinitialexperiencewiththisnewclasshasrevealedcardiotoxiceffects.OnAugust6,2007,FDAgrantedacceleratedapprovaltoSelzentry(maraviroc)forcombinationantiretroviraltreatmentofadultsinfectedwithonlyCCR5-tropicHIV-1detectable,whohaveevidenceofviralReplicationandhaveHIV-1strainsresistanttomultipleantiretroviralagents.

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