GILD—Your thinking vis-à-vis TAF seems to have changed during the course of our dialogue. In #msg-101012391 you posted that TAF failure would mean a “very big hit” to GILD’s share price, but then in #msg-101032243 you quantified the hit from TAF failure as “5-10%.” As far as I can tell, the definition of TAF failure you’re using in this thread didn’t change, so something else must have changed.
I’m not trying to embarrass you and I hope you’re not interpreting my follow-up posts in that manner. However, I think the TAF risk to GILD has been underplayed by some of the GILD longs on this board, and it’s an important item to quantify if one is attempting to be analytical about GILD’s fair-market value.
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