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DewDiligence

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DewDiligence

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Re: rajaram46 post# 180687

Thursday, 07/24/2014 3:33:55 PM

Thursday, July 24, 2014 3:33:55 PM

Post# of 253177

What do you think of GILD's valuation now? I know you wanted to buy in the low 60's. Are you still concerned about the HIV franchise?

Yes, my opinion in #msg-100313128—that investors are underestimating the risk to GILD’s HIV franchise if TAF fails to meet expectations—still stands until the initial TAF phase-3 data are reported in 4Q14.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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