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DewDiligence

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DewDiligence

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Re: DewDiligence post# 97552

Tuesday, 07/20/2010 5:42:22 PM

Tuesday, July 20, 2010 5:42:22 PM

Post# of 257257
VRTX/BMY/GILD/VRUS/ITMN/IDIX: According to GILD’s 2Q10 today, the all-oral combination of GS9256 (a PI) and GS9190 (a non-nuke) is not producing adequate antiviral efficacy even when ribavirin is added to the mix.

GILD’s slip ought to be bullish for the other all-oral HCV players: VRTX, Roche/VRUS/ITMN, BMY, Boehringer Ingelheim, and IDIX.

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

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