Merck-Will this strategy help???

Today one of the top line news is that Merck and company is expanding in HIV arena, by signing two licensing agreements for investigational drug candidates. One deal is with Chimerix, based in Research Triangle Park, NC, and the other is with Yamasa of Choshi, Japan. With respect to its own portfolio Merck is also planning to advance an internally developed HIV candidate, MK-1439, which is into a Phase IIb trial. The question which is bugging my mind is that will Merck be able to penetrate the market which is majorly monopolized by Gilead for more than decade and if it is thinking of penetrating to the emerging markets, then will it be able to displace the stiff competition from companies like Cipla who have been playing the low price game for more than 3 decades? Food for thought ………..