Quote: At the risk of repeating myself, there is no evidence that anything has fundamentally changed in this market vs. what was seen with previous launches. The higher they rise, the harder they fall.
Please expand. Reason for fall: bad drug, small market, competition, no reimbursement, political issues, others?
So far, this start seems very different from prior launches but I understand that I may have blinders on.
What’s your take on the sell-side projections for GILD’s HIV franchise shown in #msg-98462096? Given your positive opinion of Tivicay (not to mention the uncertainty vis-à-vis TAF), I’ll bet you’re skeptical of these projections.
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