Hell, if he didn't bite last Apr when Gild went to the mid 60s (I did buy 4K then, I still have them) , he sure ain't gonna bite now at these levels. lol.
Not sure; however, GILD at an EV >$150B is too risky to buy, IMO. Investors aren’t sufficiently accounting for the inevitable erosion of GILD’s HIV franchise in the next 3-5 years because they naïvely think TAF will make everything ok. It won’t (#msg-106586262).
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