I don't really know what news to expect. One would expect some sort of update on the SPP; a partner for ATC or news on Tibotec. Now, Tibotec has me puzzled about the potential there.
Recently, I've discovered that Gilead & Tibotec are in an agreement to produce a second once only daily HIV pill, already in Phase 111 trials, expected to market in 2011, market worth $bns. Tibotec's TM 278 that goes in the pill seems to be inextricably linked with Avx's integrase inhibitor(s) as Avx's inhibitor(s) are better(?). Is this roughly correct?
http://www.genengnews.com/news/bnitem.aspx?name=58398425
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