1. Comparison of INSTI vs PI  FLAMINGO  GS-236-0103  ACTG A5257  WAVES

2.  Design  Objective –Non inferiority of DTG at W48: % HIV RNA < 50 c/mL by intention to treat, snapshot analysis (1-sided significance level of 2.5%, lower margin of the 95% CI for the difference = -12%, 90% power) DTG 50 mg QD + 2 NRTI** DRV/r 800/100 mg QD + 2 NRTI** Randomisation* 1 : 1 Open-label > 18 years ARV-naïve HIV RNA > 1,000 c/mL Any CD4 cell count No primary resistance in RT or protease *Randomisation (DTG vs DRV/r) was stratified by HIV RNA ( 100,000 c/mL) at screening and NRTI backbone N = 245 N = 243 W48W96 FLAMINGO **NRTI backbone (TDF/FTC or ABC/3TC if exclusion of the HLA-B*5701 allele) was selected by investigator FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI Clotet B. Lancet 2014;383;2222-31; Molina JM. Lancet HIV 2015, 2:e127-136

3. DTG + 2 NRTI N = 242 DRV/r + 2 NRTI N = 242 Median age, years34 Female13%17% HIV RNA (log 10 c/mL), median4.494.48 HIV RNA > 100,000 c/mL25% CD4 cell count (/mm 3 ), median390400 CD4 < 200 per mm 3 10% Hepatitis B / hepatitis C coinfection4% / 7%2% / 7% Dual NRTI on day 1 : TDF/FTC / ABC/3TC67% / 33% Baseline characteristics Clotet B. Lancet 2014;383;2222-31 FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI

4. DTG + 2 NRTI N = 242 DRV/r + 2 NRTI N = 242 Discontinuation by W4818 (7.4%)29 (12.0%) For lack of efficacy22 For adverse event / For liver stopping criteria3 / 19 / 1 Lost to follow-up610 Protocol deviation / Withdrew consent3 / 1 Discontinuation by W9634 (14%)52 (21.5%) For lack of efficacy / AE / LTFU / Withdrew consent34 For adverse event613 Lost to follow-up1518 Withdrew consent28 Patient disposition, n (%) FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI Clotet B. Lancet 2014;383;2222-31; Molina JM. Lancet HIV 2015, 2:e127-136

5. Response to treatment at week 48 Median CD4/mm 3 increase at W48 : + 210 in both groups 25 50 100 75 89.7 82.6 Adjusted difference (95% CI) = 7.1% (0.9 ; 13.2) 91.1 83.8 Adjusted difference (95% CI) = 7.4% (-1.4 ; 13.3) ITT, snapshotPer protocol DTG + 2 NRTI DRV/r + 2 NRTI HIV RNA < 50 c/mL Primary analysis % 0 Protocol-defined virologic failures (2 consecutive HIV RNA > 200 c/mL on or after W24) 2 on DTG + NRTI (TDF/FTC) 2 on DRV/r + NRTI (ABC/3TC) No resistance emergence in the 4 cases Clotet B. Lancet 2014;383;2222-31 FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI

6. Response to treatment at week 96 DTG + 2 NRTI DRV/r + 2 NRTI HIV RNA < 50 c/mL Molina JM. Lancet HIV 2015, 2:e127-136 FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI Kaplan Meier proportion without failure * Protocol-defined virological failure or withdrawal for drug- related AE, safety stopping criteria, or lack of efficacy. ** PDVF or withdrawal because of lack of efficacy Adjusted difference (95% CI) = 12.4% (4.7 ; 20.1) Adjusted difference (95% CI) = 12.9% (5.3 ; 20.6) ITT, snapshotPer protocolTRDF*ERDF** 25 50 100 75 80 68 83 70 % 0 97.9 94.7 98.7 98.1 Adjusted difference (95% CI) = 3.3% (-0.3 ; 6.7) Adjusted difference (95% CI) = 0.6% (-1.7 ; 2.9)

7. HIV-1 RNA < 50 c/mL at week 48 by stratification factors (HIV-1 RNA and background NRTI) Clotet B. Lancet 2014;383;2222-31 FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI DTG + 2 NRTI N = 242 DRV/r + 2 NRTI N = 242 Difference in % (95% CI) DTG – DRV/r Number of Responders/N Assessed HIV RNA ≤ 100,000 c/mL160/181(88%) 157 / 181 (87%)1.7 (-5.1, 8.5) HIV RNA > 100,000 c/mL57/61 (93%) 43/61 (70%)23.0 (9.9, 36.0) ABC/3TC 71/79 (90%)68/80 (85%)4.9 (-5.4, 15.1) TDF/FTC 146/163 (90%)132/162 (81%)8.1 (0.5, 15.7) ABC/3TC ; ≤ 100,000 c/mL 59/66 (89%) 60/68 (88%) ABC/3TC ; > 100,000 c/mL 12/13 (92%) 8/12 (67%) TDF/FTC ; ≤ 100,000 c/mL 101/115 (88%) 97/113 (86%) TDF/FTCTC ; > 100,000 c/mL 45/48 (94%) 35/49 (71%)

8. HIV-1 RNA < 50 c/mL at week 96 by stratification factors (HIV-1 RNA and background NRTI) FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI DTG + 2 NRTIDRV/r + 2 NRTI Unadjusted difference in % (95% CI) DTG – DRV/r Number of Responders/N Assessed HIV RNA ≤ 100,000 c/mL144/181(80%) 132/181 (73%)6.6 (-2.1, 15.4) HIV RNA > 100,000 c/mL50/61 (82%) 32/61 (52%)29.5 (13.7, 45.3) ABC/3TC 65/79 (82%)60/80 (75%)7.3 (-5.4, 20.0) TDF/FTC 129/163 (79%)104/162 (64%)14.9 (5.3, 24.6)  Median CD4/mm 3 increase at W96 : –+ 260 (IQR 185 – 400) in the DTG group –+ 250 (IQR 130-400) in the DRV/r group  Protocol-defined virologic failures (2 consecutive HIV RNA > 200 c/mL on or after W24) 2 on DTG + NRTI (TDF/FTC) ; 4 on DRV/r + NRTI No resistance emergence in the 6 cases Molina JM. Lancet HIV 2015, 2:e127-136

9. Adverse events occurring in > 5% in either group at week 48 Clotet B. Lancet 2014;383;2222-31 FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI DTG + 2 NRTIDRV/r + 2 NRTI Any adverse event85% Diarrhea17%29% Nausea16%18% Headache15%10% Nasopharyngitis9%8% Upper respiratory tract infection5%10% Insomnia7%6% Cough5%7% Vomiting6% Fatigue6%5% Pyrexia5%6% Dizziness6%5% Rash4%6% Back pain4%5% Pharyngitis3%5% Bronchitis2%5% Sinusitis2%5% Depression5%2% Arthralgia2%5%

10. Safety at week 48 Clotet B. Lancet 2014;383;2222-31 FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI DTG + 2 NRTIDRV/r + 2 NRTI Any serious adverse event N = 26 (11%)N = 13 (5%) Infections and infestationsN = 5N = 8 Gastrointestinal disordersN = 6N = 2 Psychiatric disordersN = 4N = 1 Injury, poisoning and procedural complicationsN = 40 Nervous system disordersN = 40 Cardiac disordersN = 1 Articular disordersN = 20 Renal and urinary disordersN = 1 CholelithiasisN = 10 Drug hypersensitivity0N = 1 Hodgkin’s diseaseN = 10 AsthmaN = 10 Emergent ALT increase > 3 ULNN = 9 (4%)N = 6 (2%) Protocol liver stopping criteria (all related to other causes)N = 1N = 4 Mean difference in increase in fasting LDL-cholesterol, mmol/L-0.30 (95% CI: -0.42 ; -0.19 ;p<0.0001) Grade > 2 LDL-cholesterol2%7% (p=0.0001)

11. Safety at week 96 FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI DTG + 2 NRTIDRV/r + 2 NRTI Any serious adverse event N = 36 (15%)N = 21 (9%) Between W48 and W9614 in 10 patients9 in 8 patients Psychiatric disorders (including suicide attempt / completed suicide)6 (3 / 1)1 (0 / 0) Adverse event leading to discontinuation of study drug7 (3%)15 (6%) Gastrointestinal disorders23 Nervous system disorders23 Hepatitis C1 (acute)2 (1 acute) Completed suicide / Psychiatric disorders1 / 00 / 2 General disorders02 Aminotransferase increased02 Renal colic01 Renal failure10 Rash01 Drug hypersensitivity11 Lipodystrophy01 Gynaecomastia01 Hodgkin’s disease10 Molina JM. Lancet HIV 2015, 2:e127-136

12.  Conclusion at week 48 –DTG 50 mg QD achieved higher virologic success at week 48, than DRV/r QD, when combined with either TDF/FTC or ABC/3TC –In patients with high baseline viral load, the response rate was higher for DTG –No resistance mutations were detected through 48 weeks in the 2 groups –Adverse events leading to discontinuation occurred less frequently in the DTG group –No specific trends in adverse events With the exception of 2 patients reporting suicide attempt and overdose on DTG –No discontinuation due to renal events –Mean increases in creatinine with accompanying decreases in estimated glomerular filtration rate occurred by week 4, and stabilized up to week 48 –Once-daily DTG in combination with fixed-dose NRTIs represents an effective treatment option for HIV-1-infected, treatment-naive patients  Conclusion at week 96 –Durable suppression of viral replication with DTG 50 mg + 2 NRTIs with no new cases of virological failure after 48 weeks FLAMINGO FLAMINGO Study: DTG QD + 2 NRTI vs DRV/r QD + 2 NRTI Clotet B. Lancet 2014;383;2222-31; Molina JM. Lancet HIV 2015, 2:e127-136