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ciotera

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ciotera

Re: genisi post# 168236

Tuesday, 10/15/2013 5:40:37 PM

Tuesday, October 15, 2013 5:40:37 PM

Post# of 252233

docs are conservative creatures



No argument there - the cardio risk will be the marketing message of GILD, but eGFR decline will be the marketing message of ViiV. It'll be an interesting fight and I haven't yet placed my bets. I think GILD is overvalued (and apparently, insiders happen to agree).
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