I finally got around to hearing the HCV-796 CC and found it to be densely laden with spin. Sell-side analysts rarely challenge a company’s assertions publicly but two of them (Jason Colbert of Susquehanna and Thomas Wei of PJ) essentially told company executives to cut the BS that HCV-796 still has a future.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”