Replies to post #183553 on Biotech Values

[bundyelvis]

No doubt we have a big winner here. This is the only stock I trade.

[DewDiligence]

GILD submits NDA for “TAF-Truvada” FDC:

http://finance.yahoo.com/news/gilead-submits-drug-application-u-215600809.html

TAF-Truvada, which GILD refers to as “F/TAF,” differs from Truvada insofar as Viread has been replaced by TAF. The FDC comes in low (10mg) and high (25mg) doses of TAF.

The above PR states that the European MAA for TAF-Truvada will be submitted in 2Q15 (the current quarter).

GILD submitted an NDA and MAA for TAF-Stribild (which GILD refers to as “E/C/F/TAF”) in 4Q14 (#msg-107899029). The TAF-Stribild MAA was validated on 12/28/14, according to the above PR.

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