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Replies to #99117 on Biotech Values
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DewDiligence

07/20/10 1:40 PM

#99119 RE: ciotera #99117

I agree with your post; however, the write-up in #msg-50277627 was intended to address a somewhat longer-term view of the HIV arena.

If Isentress qD dosing does not pan out, Isentress will get locked out of participation in the market for single-pill successors to Atripla. If this happens, it will be a very big handicap for Isentress to overcome, IMO.