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semi_infinite

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semi_infinite

Re: willyw post# 1025

Friday, 06/19/2015 11:55:26 AM

Friday, June 19, 2015 11:55:26 AM

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The market wants to price HCV as a depleting "asset" and I have no disagreement with that. The uncertainty in the actual size of that market is causing the volatility and I expect volatility to continue so there will be a chance for me to add again. Seems like NASH would be the next biggest value driver. What do you think of their prospects there in finding something superior to what ICPT and GILD are doing?
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