It’s possible, but strange though that if you’re writing about potential competitors of Gilead in HIV that you do not take the trouble to at least include all companies being in or having completed phase 3 trials.
I would have.

It’s possibly even stranger that being pointed out the existence of another potential competitor by multiple parties you don’t seem to be curious about it. I would if I was the author of that article.

And maybe his first reply “Do you have an explanation of its low market cap if the drug has good potential?” says it all really.
A drug with good potential can’t have a low market cap so it must be irrelevant (no point waisting my time on that one).

I feel that’s what we’re dealing with constantly. That will change.