(GILD - Get Report)
The event: Phase III data on the Quad, a new four-in-one combination pill for HIV.
The timeline: Data from two phase III studies (Quad vs. Atripla and Quad vs. boosted Reyataz and Truvada) are due in the second half of the year.
The stakes: The long-term growth of Gilead's market-leading HIV drug franchise. The Quad is a single pill made up four Gilead drugs: Currently approved Viread and Emtriva plus two experimental drugs elvitegravir and cobicistat. If approved, the Quad could extend Gilead's competitive advantage in HIV therapy especially as generic competition looms in the 2017-2018 time frame. The Quad will also be more profitable for Gilead since it will likely replace Atripla, a three-in-one combination pill that includes one drug from Bristol-Myers Squibb.
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