Replies to post #456 on Gilead Sciences Inc (GILD)

[DewDiligence]

You sure do spend a lot of time here putting down this stock.

I would restate that by saying that I’ve highlighted some of the risks to GILD’s valuation that other posters may be underplaying—see #msg-101066614.

Sovaldi is an awesomely great drug, but GILD has a market cap of >$110B and it consists of a lot of moving parts. It’s reasonable to be thinking about what could go wrong.