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Biotech / Medical : Gilead Science (GILD) Followers
GILD 122.59+1.2%3:59 PM EST

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To: John Metcalf who wrote (277)4/28/1997 10:10:00 PM
From: phbolton   of 961
 
John: some of the stuff they presented last week included direct viral counts for the low viral load individuals. You can only get those nice 5 long reductions on patients over 100,000 counts and the studies have to include patients with a wide range of viral loads. They indicated that there were two individuals, at least, that went from 10**6 to 0. Anyway, the point is the same as you are making: the new therapies are (1) going to make CMV less of a problem and (2) the competition for Gild is going to be tougher than expected, at least by me, in the HIV area.
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