Replies to post #203651 on Biotech Values

[DewDiligence]

GILD—I have always wondered what just the non-HCV biz looks like.

The non-HCV portion of GILD is overwhelmingly HIV. There are questions about whether GILD’s TAF-based lifecycle management of the HIV franchise will stand up to generic (and branded) competition and pushback from third-party payers.

#msg-122974001 is a good read (albeit somewhat biased) on the history of TAF.