Gilead's Bold Combo
Executive Summary
Gilead is making a play to dominate the market for HIV treatments. It approached competing companies BMS and Merck about creating a triple-therapy well before the FDA suggested these three work together. Such an alliance directly threatens GSK. Gilead isn't just talking--it's running a head-to-head trial of a combination therapy featuring two of its drugs against another combo that includes Glaxo's. Positive data for Gilead would definitely power its bid to dominate the market.
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