What, exactly, do you take issue with? I can assure you that Feuerstein did not concoct the story that VRUS might have to pay IDIX a nuke-IP royalty—I heard the same thing from a portfolio manager some time ago. I don’t think this story has any substance (as I already noted), but it is out there.
Please bear in mind that Feuerstein is a reporter, not an analyst.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”