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Re: None

Tuesday, 10/14/2014 12:18:57 PM

Tuesday, October 14, 2014 12:18:57 PM

Post# of 9
MORE FA ON GILD

DewDiligence Member Level Tuesday, 10/14/14 12:16:40 PM
Re: rajaram46 post# 182726
Post # of 182733

Not sure; however, GILD at an EV >$150B is too risky to buy, IMO.
Investors aren’t sufficiently accounting for the inevitable erosion of GILD’s HIV franchise in the next 3-5 years because they naïvely think TAF will make everything ok

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