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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