I think this is a worthwhile gamble for GSK. unlike the author though I think the fact the Merck drug loses its COM patent in 2027 is a negative rather than a "benefit". GSK is going to have to differentiate meaningfully to be able to sell a branded product in the same class at a premium against generics. If they can replicate the phase 2 data in phase 3 this won't be a problem.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.