Once AdamF talked about our 2020 HIV sales, I was convinced he is expecting a solid competition for that. Maybe ViiV. I still cannot understand the difference between their injection product or this, why would a patient choose theirs or this... It would be great if someone can make me underestand why AdamF think that we can't sell much on HIV alone. I'm not saying he is right or wrong, but definitely, he thinks patients will less likely lean towards this, for HIV.
On the bright side it makes me think the price action is purely based on Cancer, Nash, GvHd and MS. That alone should push us up somewhere between $1 to $2.5B MC, IMO soon.