Edurant will not cannibalize Intelence, according to JNJ. Edurant (and ‘Btripla’) will be limited to the treatment-naïve setting, while Intelence will be limited to the treatment-refractory setting. (Source: Today’s JNJ webcast)
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”