Agree with your post. In #msg-69794948 (from Dec 2011) I said:
While everyone is focused on GILD’s future in HCV due to the extraordinary offer for VRUS, Quad [i.e. Stribild] may turn out to be the more consequential story when all is said and done.
I still think this is true.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”