beat: Sovaldi (4611M), Truvada (+$18M), Viread Biotechnology / United Stales of America
(+$24M) and Complera (+$22M) drove the $685M rev
Shr price. close (Jul 23. 2014) $90.34
beat vs cons. Better ... franchise and Sovaldi. switching naïve patients to the new
$81 STRs (Stribild and Complera), but
The number of treated HCV patients do not decline post 2017E
TruvadaiAtripla still hold