Replies to post #182734 on Biotech Values

[bundyelvis]

All the millions of people with Hep C and the stock is going down. Stock market never makes any sense and never will.

[biomaven0]

>>erosion of GILD’s HIV franchise in the next 3-5 years because they naïvely think TAF will make everything ok. It won’t

I asked a doctor friend of mine with a lot of expertise in this area about this. He said that the kidney AE's with the current regimen are a serious long term issue for patients. (Didn't want to put a number on it though in terms of percentage of patients affected). He said part of the issue is that ID docs are not used to chronic treatments and so underestimate long term AE's like this.

So with the political sensitivity of this area I personally would be very surprised if insurance coverage isn't available for TAF.

Peter

[DewDiligence]

GILD submits NDA for “TAF-Stribild” (i.e. Stribild with TAF substituting for Viread):

http://finance.yahoo.com/news/gilead-submits-drug-application-u-133000911.html

The European MAA will be submitted later this quarter, according to the PR.

The commercial uptake of TAF is the biggest single risk for GILD investors, IMO (#msg-107185965, #msg-106583794, #msg-106586262).