Replies to post #182168 on Biotech Values

[DewDiligence]

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

I would say generic Truvada is the bigger threat to GILD’s HIV franchise, but we’re on the same side in this argument.

p.s. Many GILD longs don’t even know that Triumeq exists.