GILD—If GS7340 pans out, it will remove some of the pressure on GILD’s shares from worry about the loss of Viread patent protection in 2017.
Other than the 5914331 patent, the Emtriva Orange-Book patents still in effect after Viread goes off-patent are unlikely to protect Truvada (and Atripla) from generic competition, IMO (#msg-5914331).
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”