Replies to post #168270 on Biotech Values

[DewDiligence]

GILD/GSK—Now that we are clear on everything, let's see Epzicom's comeback :)

My view exactly! If Epzicom does make the kind of comeback envisioned in this thread—from the standard of care to a minor, almost ignored player and back—it would be a singular event in the history of the drug/biotech industry.

[genisi]

I had to check on the size issue (sometimes it does matter:-) ) :
GILD's single tablet regimen: elvitegravir 150mg, cobicistat 150mg, emtricitabine 200mg, and TAF 10mg. Total pill 510mg.
GSK single tablet regimen: abacavir 600mg, lamivudine 300mg, and dolutegravir 50mg. Total pill is 950mg.
Perhaps it would be a meaningful difference in size when you want to add a PI and the GILD mixture already contains a booster (needed also for the PI).