Biotech Values

[biomaven0]

>>erosion of GILD’s HIV franchise in the next 3-5 years because they naïvely think TAF will make everything ok. It won’t

I asked a doctor friend of mine with a lot of expertise in this area about this. He said that the kidney AE's with the current regimen are a serious long term issue for patients. (Didn't want to put a number on it though in terms of percentage of patients affected). He said part of the issue is that ID docs are not used to chronic treatments and so underestimate long term AE's like this.

So with the political sensitivity of this area I personally would be very surprised if insurance coverage isn't available for TAF.

Peter