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09/24/14 5:17 PM

#182168 RE: DewDiligence #182149

Re: GILD HIV

TAF isn't superior anything. TAF is simply sort-of fixing Viread's renal problem. They created a problem and now they are sort-of fixing it right before their patent runs out. I call it job security.

But it isn't generics and insurers that are the biggest commercial threat, it's Triumeq.