(Total Views: 380)
Posted On: 10/25/2019 7:05:02 AM
Post# of 154898
Misiu:
Well said !!! I don't understand GILD either, as stated in the past, CYDY fits GILD as a hand-in-glove:
1. GILD is practically a company with few products (TAF-based) : Bictarvy for HIV treatment, Truvada for PrEP, and Descovy-based drugs.
2. It has been underinvesting in HIV research and is facing very strong competition (GSK or ViiV). Apart from the TAF line (patent protection only until 2022 and earlier in the E.U.) all their other drugs are in phase I with exception of GS-9131 (a NRTI), in phase II for resistant patients
3. Their drugs are combos with three ingredients with sometimes serious secondary effects also, there is the resistance, compliance issues.
4. It recently failed a NASH candidate
5. It needs to return to “grow” as sales have been declining with HIV competition increasing (revenue peaked in 2016 and has been going steadily down ever since).
So... why on earth aren't they tumbling down CYDYs door and "assaulting" NP for an opportunity to bid a BO???
I don't know ....
Well said !!! I don't understand GILD either, as stated in the past, CYDY fits GILD as a hand-in-glove:
1. GILD is practically a company with few products (TAF-based) : Bictarvy for HIV treatment, Truvada for PrEP, and Descovy-based drugs.
2. It has been underinvesting in HIV research and is facing very strong competition (GSK or ViiV). Apart from the TAF line (patent protection only until 2022 and earlier in the E.U.) all their other drugs are in phase I with exception of GS-9131 (a NRTI), in phase II for resistant patients
3. Their drugs are combos with three ingredients with sometimes serious secondary effects also, there is the resistance, compliance issues.
4. It recently failed a NASH candidate
5. It needs to return to “grow” as sales have been declining with HIV competition increasing (revenue peaked in 2016 and has been going steadily down ever since).
So... why on earth aren't they tumbling down CYDYs door and "assaulting" NP for an opportunity to bid a BO???
I don't know ....
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