Biotech Values

[oc631]

I presume that GILD’s unorthodox submission sequence is what the FDA itself wants

My feeling is that GILD's management is being presumptuous that the FDA will go along with the early filing. Perhaps a sense of entitlement from a seasoned biotech? I wouldn't be surprised if a FDA decision on the quad isn't held off until elvitegravir approval. Perhaps this was discussed in Q/A? You know more than I (as usual).

If not from today’s CC, how did you know? (It’s not mentioned in the PR.)

-I knew they released earnings and had their call today.
-I knew they were running an additional 96 week trial on elvitegravir.
-The Quad pill is a developing story I've commented on before.
-Having previously been an investor in GILD I took an educated guess on your quiz that management would try something like this.