Replies to post #182142 on Biotech Values

[jbog]

Justpaul,

The trials that were reported should alleviate some concern regarding the 2018 patent loss of their most important HIV drug ( Viread).

I've liked Gilead for the last couple of years and continue to be impressed with their execution.

In my view, it looks like the large and super large Bio's are on something close to a 10/15 year development cycle. The drugs that came or are coming to the market over the last few years from Regeneron, Gilead, Amgen, Vertex, Celgene and Biogen are breathtaking.

[DewDiligence]

The main risk for TAF has always been commercial, not medical; see, for instance, #msg-104636153.