Biotech Values

[DewDiligence]

GS7340 is GILD’s lifecycle management answer to the expiration of patent protection on Viread/Truvada in 2017. GS7340, a prodrug of tenofovir, is more potent at 50mg than Viread (also a prodrug of tenofovir) is at 300mg, according to GILD’s 1Q11 CC.

As a result, GILD will test GS7340 doses as low as 8mg (!) in the next phase-1b trial. A combination pill consisting of GS7340 + Emtriva has already been formulated and will begin PK testing in 2Q11.