Replies to post #106761 on Biotech Values

[DewDiligence]

The phase-3b switching study mentioned in #msg-55725398 implies that GILD is thinking about Btripla in the second-line setting following Truvada + a PI in the first line. This is a shrinking market, however, as Intelence and Isentress have been pecking away at the market share of the PI’s in the first line.