Replies to post #175213 on Biotech Values

[DewDiligence]

Understood that Tivicay’s main threat to GILD’s HIV franchise is as a combination with Epzicom. However, even when Tivicay is combined with Truvada, it eats into GILD’s HIV franchise because GILD makes less money from a patient on Truvada than it does from a patient on Stribild or Complera.

[DewDiligence]

My money is still in ENTA but not for long.

Please clarify what this means. T.i.a.