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GD

02/10/17 1:52 PM

#208966 RE: jq1234 #208965

Does it make sense for GILD to buy SRPT? IMO, SPRT's DMD platform
drugs are derisked with $2+B potential and with GILD's money, the new
PPMO should be very interesting to GILD for many reasons.

jq1234

02/10/17 2:41 PM

#208968 RE: jq1234 #208965

Someone asked me why I considered Actelion ahead of INCY. Well, both are strategic fit for GILD, but Actelion less risky at this stage than INCY from revenue and growth point of view, thus would give GILD time to gradually build up oncology through smaller partnership and acquisition over longer period of time which is what I think GILD prefers based on their past history.