Good article. Pretty much outlines my posts here from last week about the over reaction by the market, the reality of loss of market share (or lack there of), and the ease at which Gilead can correct this through simple price adjustment and negotiation. This is how the market of the cost of drugs corrects itself through the principles of the free market. They charged what th market would bear, made a mint doing so, and will bring the pricing in line with the market price as alternative treatments come available.
GILD