If I were GILD and "the only game in town" as far as nuke backbones are concerned, I would make each additional collaboration more lucrative for myself, especially now that I have my own third agent (elvitegravir) and my own fixed-dose combination (quad) to think about.
The original idea with the "quad" was to bring all future HIV profits in-house. A move away from partnered Atripla and a chance to lock up the market. Btripla seemed like a step backward (using Tibotec's TMC278) but an understandable hedge against an unforeseen safety or development issue with the quad at the time. Now there's plans for another quad pill using Tibotec's Prezista and IMO another step backward. This doesn't say much for the R&D strategy at GILD and explains why the stock is trading at such a low multiple.
Market Data 
Markets 
AI
