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04/24/14 2:41 PM

#177260 RE: DewDiligence #177257

GILD/TAF risk

I had a feeling I'll embarrass myself by needing to further explain :)
When posted: "A total failure means a very big hit but I don't think it will go this way", I meant the true hit to Gilead (that will lose a large part of its HIV market share to generics starting in 2018). But in the next post: "My hunch is that the hit GILD's stock will take if TAF fails will not be catastrophic and if I must please you with numbers I would guess 5-10%." I am saying that I think the market will not punish GILD (as it should) because of many reasons already brought up including yours.