I agree, a teva is big enough where they can file now with an eye on something to launch 10 years from now. Smaller generic companies may not have that luxury.
As far as the deal, if they did better than $25M upfront I'd be surprised. The compound looks good but it's early!
Teva has challenged the four Viread patents in the Orange Book, all of which expire in Jul 2017 (and could be extended to Jan 2018 with a pediatric extension):
I consider this new challenge a long shot and tangential to Teva’s main goal of being the first to market with 180 days of exclusivity for generic Truvada no later than Jan 2018. To accomplish this, Teva will have to knock out the two Emtriva patents that run until 2021, but I think they can, as explained in #msg-34894135.
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