GILD—We now know that Stifel was indeed out to lunch (as noted in #msg-101431769) when they projected that 90% of Solavdi + Ledipasvir patients would take the 8w regimen. According to John Milligan on the MS webcast yesterday, GILD expects 45% of patients will take the 8w regimen and 55% will take the 12w regimen.
Some sell-side analysts really don’t have a clue in the HCV arena.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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