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Re: DewDiligence post# 185227

Monday, 12/29/2014 5:14:03 PM

Monday, December 29, 2014 5:14:03 PM

Post# of 257262
GILD/JNJ

This is definitely a step in the right direction as far as defending against Triumeq. Best in class PI based single tablet regimen will have a lot of appeal. But it does cut into their main future product (TAF based Stribild) which is now vulnerable to both Triumeq and Prezista/TAF.

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