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DewDiligence

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DewDiligence

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Re: ciotera post# 122516

Tuesday, 06/28/2011 4:29:41 PM

Tuesday, June 28, 2011 4:29:41 PM

Post# of 257259

If I were GILD and "the only game in town" as far as [HIV] nuke backbones are concerned, I would make each additional collaboration more lucrative for myself…

Agreed. GILD has said that the Btripla arrangement with JNJ is somewhat more favorable than the Atripla arrangement with BMY; GILD pays JNJ a discounted price for Edurant, but it pays BMY the full list price for Sustiva.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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