Replies to post #129465 on Biotech Values

[DewDiligence]

Could we possibly see a fixed-dose formulation [of boosted Reyataz + Truvada]?

There is no reason I know of why there should not be such an option.

How is Complera doing?

We’ll find out tomorrow afternoon when GILD reports 3Q11 results. I don’t expect 3Q11 Complera sales to amount to much insofar as the drug was on the US market for only half the quarter and it is not yet available for sale in the EU.

[DewDiligence]

GILD’s PK-booster, Cobicistat shows non-inferiority to ritonavir when added to Reyataz + Truvada:

http://finance.yahoo.com/news/Gilead-Boosting-Agent-bw-2115580062.html?x=0

GILD plans to submit an NDA for standalone Cobicistat in 2Q12, and BMY licensed its use as a booster for Reyataz to be used in place of ritonavir (#msg-68350662). The more consequential use of Cobicistat, however, is as a constituent of GILD’s ‘Quad’ combination pill for HIV, which consists of Elvitegravir, Cobicistat, and Truvada.