Biotech Values

[DewDiligence]

Re: Feuerstein’s take on TMC278’s Achilles heel

Feuerstein is a cynical guy, so it’s out of character for him to dance around the virologic failure issue, as he did in the write-up you posted. Ordinarily, one would expect Feuerstein to catch the kind of spin GILD promulgated on the 2Q10 CC and label it as such (as I did in #msg-52471333).

On the other hand, Feuerstein has been recommending GILD to his readers for the past year or so, and it’s been a very bad pick. Behind closed doors, Feuerstein probably acknowledges that GILD is spinning, but he can’t bring himself to publicly diss his own pick.