Biotech Values

[DewDiligence]

GILD—Respectfully disagree and strongly so. For most HIV patients, a cocktail containing generic Truvada will work just as well as one that substitutes TAF for Viread.

Because HIV regimens have to taken for life, this is a case where third-party payers and governments can be expected to draw a line in the sand and approve reimbursement of an expensive new drug only for the patients who really need it.