The CFO - his statement is definitive. If he is wrong, I can't see how he keeps his job as his credibility is shot.
or the 10Q - Is this the real story or just covering their ass by the legal department. Quite often the 10Q on a solid company can make an investor sick by reading the disclosures.
The follow up question is what is the market giving odds to IDIX/GILD? Then we can determine if we want to play in the gamble.