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Replies to #73230 on Biotech Values
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bladerunner1717

02/15/09 9:56 PM

#73233 RE: DewDiligence #73230

Dew,

Perhaps this is a simple-minded question (not unusual coming from me): But why, if IDX 899 is shown to be clinically superior to Sustiva, wouldn't Gilead want to strike up a deal with GSK and replace Sustiva (and BMY) in the Atripla combination?

Bladerunner
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genisi

02/16/09 1:42 PM

#73265 RE: DewDiligence #73230

I can think of a reason it may increase Epzicom sales.