Replies to post #192423 on Biotech Values

[ciotera]

Venetoclax vs. Imbruvica

100% is still better than 50%.
But it's quite possible that Abbvie could get 150% by proving that Venetoclax+Imbruvica is the optimal combo.

Very different vs. HIV where Gilead would prefer to get someone on Stribild vs. Complera and definitely vs. Atripla, so in fact, Stribild is competing against the other "partially owned" assets in the portfolio.