Biotech Values

[ciotera]

TAF smaller pill size

Have you seen Tivicay pills? They are tiny. TAF based quad is still going to have cobi and elvitegravir at 150mg, so doubt it's going to have a size advantage over dolutegravir/epzicom.

Prezista/cobi/TAF will surely be a winner (and not just for Tx experienced), but that's quite a few years off and in the meantime, ViiV could leverage dolutegravir's strength to bring Epzicom back. And when Norvir goes generic, who knows, one could make a Prezista(or Reyataz)/ritonavir/Epzicom single pill combo to compete with Prezista/cobi/TAF.

Old fears die hard, but that's what marketing is for :)