Replies to post #203644 on Biotech Values

[DewDiligence]

GILD—Piper's Joshua Schimmer thinks spinning off HCV and/or HIV is value destructive, while RBC's Michael Yee and Jefferies' Brian Abrahams think it could unlock value.

I concur with Piper—splitting up GILD is a dumb idea that benefits only the investment bankers.