Replies to post #203645 on Biotech Values

[vinmantoo]

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

In Wall Street parlance, if it benefits the investment brokerages and the bankers then by definition is a good move. How it affects shareholders is irrelevant.

[Jonathan Robinson]

I have always wondered what just the non-HCV biz looks like. I may have to do the work. It seems the albatross if hcv biz may be negative to the stock on a net basis. I have done NO work yet but was pondering this very point in that place before you wake up.