Biotech Values

[DewDiligence]

IDIX – If IDX 899 is shown to be clinically superior to Sustiva, wouldn't Gilead want to strike up a deal with GSK and replace Sustiva (and BMY) in the Atripla combination?

GILD can still do this, of course; however, it will be harder and cost more money for GILD to go through GSK than it would have been to license IDX899 directly from IDIX. Moreover, GILD seems to be banking on Quadro as the eventual successor to Atripla (#msg-35447718).