Biotech Values

[jbog]

It's a little different when you have a mature situation.

Gilead has all the processing facilities which are now running at a rather low output. It costs them next to nothing to increase output.

Gilead has the sales and support structure in place and being paid.

Gilead's goal should be to to capture market share while reducing overhead. A agreement such as what Louisiana is proposing would be phenomenal because you could cut the sales and financial force while retaining customer support and production.

It's a win win.