Replies to post #246449 on Biotech Values

[dewophile]

I think this is a worthwhile gamble for GSK. unlike the author though I think the fact the Merck drug loses its COM patent in 2027 is a negative rather than a "benefit". GSK is going to have to differentiate meaningfully to be able to sell a branded product in the same class at a premium against generics. If they can replicate the phase 2 data in phase 3 this won't be a problem.