[Feuerstein is] just covering his ass over today’s column on VRUS.
I just read Feuerstein’s piece saying that VRUS might owe royalties to IDIX on its nuke IP, and I think there’s no substance to it. But this has nothing to do with the looming competition from ABT in all-oral HCV cocktails, which is presumably the reason for VRUS’ selloff today.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”