Biotech Values

[bladerunner1717]

Dew,

If IDX899 at some point proves superior to Sustiva, what then happens to Truvada and Atripla? Does Gilead drop the deal with BMY (?) for Sustiva and license IDX899 from GSK and add it to its combination drug? Or does GSK try to put a formulation together to rival Atripla?

How do you see the GSK/PFE plans evolving in relation to Truvada and Atripla?


Bladerunner