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DewDiligence

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DewDiligence

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Re: swampboots post# 234592

Sunday, 09/13/2020 12:28:02 PM

Sunday, September 13, 2020 12:28:02 PM

Post# of 251653
Re: GILD-IMMU deal

I like this spirit.

I have a less favorable view of GILD’s investments in oncology, including the IMMU acquisition (assuming for the sake of discussion that it’s actually happening), the KITE acquisition in 2017 (#msg-134179317), and the smaller deals such as FTSV (#msg-154105690). All told, GILD’s attempts to become a leader in oncology have reduced shareholder value, IMO.

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

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