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.
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.