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DewDiligence

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DewDiligence

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Re: jbog post# 176569

Wednesday, 04/09/2014 5:24:04 PM

Wednesday, April 09, 2014 5:24:04 PM

Post# of 257266

…you feel that Gilead would sit on the sidelines while 50% of their market disappears? I don't think so.

Two comments: i) the 50% number is not mine; and ii) the all-oral GT1 market we’re talking about does not belong to GILD; rather, GILD will be entering this market around the same time as ABBV/ENTA.

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

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