Replies to post #122508 on Biotech Values

[DewDiligence]

GILD now has four programs for all-in-one HIV pills:

• Atripla (Sustiva + Viread + Emtriva)

• Btripla (Edurant + Viread + Emtriva)

• Quad (Elvitegravir + Cobicistat + Viread + Emtriva)

• The unnamed pill announced today in #msg-64697419 (Prezista + Cobicistat + GS7340* + Emtriva)

*A Viread-like prodrug of tenofovir (#msg-62301844).

[ciotera]

presumably similar to the terms of GILD’s Atripla and Btripla collaborations

If I were GILD and "the only game in town" as far as nuke backbones are concerned, I would make each additional collaboration more lucrative for myself, especially now that I have my own third agent (elvitegravir) and my own fixed-dose combination (quad) to think about.