The only way to model what’s happening in HIV is to break the complex compounds into their components and look at each individual molecule’s share of the market. Doing this shows that Viread and Emtriva (which are components of Atripla and Truvada) are growing nicely. As long as they continue to do so, GILD will be in good shape.
Atripla sales are somewhat misleading because 35-40% of the top line is siphoned off by BMY even though GILD books all of it.
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