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DewDiligence

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DewDiligence

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Re: DewDiligence post# 147775

Wednesday, 10/24/2012 12:10:44 PM

Wednesday, October 24, 2012 12:10:44 PM

Post# of 257275
GILD/BMY—Based on the surprising YoY decline in 3Q12 Reyataz sales (#msg-80832233), it appears that GILD’s high pricing of Stribild is working out fine.

GILD and BMY have become fierce competitors in both HIV and HCV, even as they remain nominal partners on Atripla.

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

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