Biotech Values

[ciotera]

RE: GILD

Tivicay is not the threat, it's the dolutegravir+epzicom fixed dose combination that can put a dent into their HIV business. Given that it's launching later this year and assuming my dire predictions for a short lived revenue spike in HCV come true, then sometime in 2015 GILD will be hit by a double whammy of declining HCV and HIV revenues (in the US). So yes, I'm very skeptical of the sales-side projections. My money is still in ENTA but not for long.