Gilead Sciences Inc (GILD)

[BlackDoggie]

Interesting - thanks for the response and the link. Not sure I completely agree, as Selzentry has many of the same drawbacks as HAART (daily regiment, severe adverse effects, etc) even though it acts on a similar mechanism (CCR5 antagonism) as PRO 140. What makes you say that it would only address a small slice of of the HIV market? It's my understanding that ~90% of new diagnoses in the US, and maybe as high as 70% of existing diagnoses, would be candidates for PRO 140. Both of those things would make it fairly attractive, in my mind. Always nice to hear a contrary opinion though - food for thought is a good thing.