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Post# of 253056
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zipjet

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zipjet

Re: justrpaul post# 185039

Monday, 12/22/2014 5:58:37 PM

Monday, December 22, 2014 5:58:37 PM

Post# of 253056
Nice math work.

The impact of the $ESRX decision on $GILD is more clear.

Assume further that half* of the 77,500 GT1's get treated, suggests revenue of about $3.2B. That is the plus for $ABBV and the lost revenue for $GILD.

Thus, on the loss of $3.2B in revenue, GILD lost about $23B in MC or about 7x Rev lost.

ij


* Not sure that is a good assumption.

PS - I have been out of GILD for some time, but bought the dip today, sold some calls and some puts. I may be early but it again looks interesting to me.

It is astonishing what foolish things one can temporarily believe if one thinks too long alone ... where it is often impossible to bring one's ideas to a conclusive test either formal or experimental. J.M. Keynes

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