Replies to post #177864 on Biotech Values

[DewDiligence]

GILD—You have posted 5-10 times that the market (or at least GILD longs) is underestimating the risk to the "huge" or "gigantic" (or words to that effect) GILD HIV franchise.

Well, certain GILD longs on this board (including you) haven’t directly acknowledged that the TAF risk even exists, so I think it’s fair to say that you’re underestimating it.

I'm not bearish on GILD overall. I nearly bought some when it got down to the low 60s recently.