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Re: DewDiligence post# 177849

Monday, 05/12/2014 4:57:30 PM

Monday, May 12, 2014 4:57:30 PM

Post# of 257294

Wells has a rather strong bullish bias in anything related to GILD, IMO.
Reading Wells’ commentary in your post, one might be hoodwinked into thinking think the TAF program were a lock to achieve approval and commercial success.



And again, I say - huh?

I assume that you were referencing my post copying the report on HIV. That was from Deutsche Bank, not Wells. Wells has not put out again that bullish on TAF and HIV. The DB analyst does seem to be overly bullish, but at least is a counterpoint to your comments, which seem to be overly bearish - or at least emphasize a part of GILD is probably less than 1/3 of its overall value at this point.

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