Is Gilead Vulnerable to ViiV As It Nears End Of HIV R&D Activity?

Company hopes TAF-based combo incorporating integrase inhibitor bictegravir can help it compete with ViiV, but beyond that pipeline holds only early-stage and smaller opportunities in HIV. Analysts call on Gilead to use its cash stockpile to find its next R&D focus.

The HIV drug space has narrowed in recent years, now down largely to two major players – Gilead Sciences Inc., which continues to hold the top spot, and ViiV Healthcare, the GlaxoSmithKline PLC/Pfizer Inc. joint venture founded in 2009.

ViiV has begun to gain ground on Gilead, powered by the strength of recent launches, though Gilead has maintained its...

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