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Post# of 257320
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DewDiligence

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DewDiligence

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Re: GrthzGd post# 140450

Thursday, 04/19/2012 11:16:49 AM

Thursday, April 19, 2012 11:16:49 AM

Post# of 257320

…I would conclude that the ACHN drugs are not nukes.

Correct.

Therefore, is the ACHN pipeline complementary rather than competitive with GILD/BMY?

ACHN’s drugs are potentially complementary; however, the more immediate concern—and the reason ACHN is down today—is that the results reported today by GILD and BMY may lessen the need for these companies to seek complementary agents.

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

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