As I wrote mine, commenting on the same story earlier, I’ve wondered (aloud) whether there is actually a fair case for including Brazil, but not China.

I know, I am sounding like a bit of a pharma shill here, but I can understand that pharma can afford to surrender AIDS treatments to the poorest in Brazil. But China? Not so clear. With the speed at which China is coming up the economic and public health-care curve — and the sheer size of the market, it will be hard for Gilead, especially, to surrender this geography.

Gilead is significantly smaller than Merck and J&J and Abbott.

This is a more-nuanced question than it may at first appear.

Namaste