Ibalizumab, Fostemsavir and Pro 140 all are good for the HIV infected patients, from an investment point of view Ibaliumab is owned by tai med and already has a deal for distribution rights. Fostemsavir was bought by GSK (ViiV) from BMS. That deal is already done. Pro 140 is owned by a tiny biotech and GILD does not have an entry inhibitor that will compete with Fostemsavir. I think you can guess where i'm headed with this.
Why would they not go to the FDA to discuss their P3 trial data? You seem so concerned about this meeting but i just can't figure out why? Do you really think the best policy is to ignore the FDA and keep them in the dark about PE results?
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