Biotech Values

[DewDiligence]

GILD, JNJ ink HIV collaboration for Prezista+Truvada-like all-in-one pill:

http://finance.yahoo.com/news/Gilead-Sciences-Announces-bw-21295996.html?x=0&.v=1

I used the phrase Truvada-like above because the constituents of the all-in-one pill are not Prezista and Truvada per se, but rather Prezista, Cobicistat, Emtriva, and GS7340, which is a prodrug of tenofovir in phase-1b that is similar to Viread (#msg-62301844).

This collaboration also includes the 2-drug combination of Prezista and Cobicistat, GILD’s PK booster (part of the ‘Quad’ regimen) that can substitute for ritonavir. However, the all-in-one pill described above is far more consequential than the boosted version of Prezista, IMO.

Financial terms for the above all-in-one pill have not been disclosed, but they are presumably similar to the terms of GILD’s Atripla and Btripla collaborations with BMY and JNJ, respectively.