Biotech Values

[DewDiligence]

Typo correction to ‘ION’ musings in #msg-95103023; the final paragraph should read:

…nothing in GILD’s data release today warrants a change to my ENTA valuation model in #msg-94993406. In that model, I give GILD a 62/38 advantage in GT1 market share starting in 2015, and I think such a split is still reasonable, particularly if ABBV/ENTA compete aggressively on price.