>I think Dew likes IDIX as a GTCB hedge: serious strides against blood-borne disease would make rH* a harder sell.<
There’s a sliver of truth to that, but the main reason I like IDIX is the same reason I like GTCB: good science, an approved drug, solid partner(s), and an astonishingly low valuation because Wall Street has put it in the penalty box for no especially good reason.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”