The following post shows how GILD has locked up a large swath of the US market for treatment-naïve HIV. For the next 5-10 years, about the only hope a new drug has to become a big seller in this particular market segment is to replace Sustiva in a cocktail that includes Truvada.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”