Replies to post #156261 on Biotech Values

[DewDiligence]

FDA grants priority review for GSK’s dolutegravir, a qD integrase inhibitor for HIV:

http://finance.yahoo.com/news/gsk-wins-priority-status-hiv-161639214.html

Dolutegravir may be as good as—or better than—GILD’s elvitegravir, the II constituent of Stribild. However, GSK plans to combine dolutegravir with GSK’s own Epzicom backbone (in place of Truvada), which is a big mistake, IMHO.