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DewDiligence

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Re: rajaram46 post# 182726

Tuesday, 10/14/2014 12:33:29 PM

Tuesday, October 14, 2014 12:33:29 PM

Post# of 257273
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. It won’t (#msg-106586262).

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

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