I agree with your post; however, the write-up in #msg-50277627 was intended to address a somewhat longer-term view of the HIV arena.
If Isentress qD dosing does not pan out, Isentress will get locked out of participation in the market for single-pill successors to Atripla. If this happens, it will be a very big handicap for Isentress to overcome, IMO.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”