>> one way in which GILD is "reinvesting" is through awareness. we'll see how successful they are in raising awareness, increasing screening, and increasing the size of the pie
I have and contunue to believe that is key to have a so called "long tail". Due to the social and economic status composition of HCV patients, to get as many diagnosed and treated isn't as easy as many uber bulls think. Ironically IMO GILD might not have the incentive to "reinvest" in this effort in short to intermediate term because of reimbursement pressure it is likely to face.