Replies to post #106753 on Biotech Values

[DewDiligence]

Ok—we’re on the same wavelength vis-à-vis TMC278. I interpret GILD’s interest in running two large phase-3b trials (#msg-55725398) as a vote of non-confidence in the phase-3 data produced by JNJ. I.e., even if JNJ’s data are sufficient for TMC278 to be approved, GILD evidently doesn’t think the data are good enough to allow Btripla to be a commercial success.