BB, I'm not in disagreement and my hope is we GIA.
My point is GILD is an absolute dumpster fire. I'm talking a raging white hot dumpster fire.
GILD is losing ground to Enata and AbbVie in Hep C, and if Glaxo and Merk keep making progress on their HIV platforms that is a massive revenue risk to GILD not even considering yesterday's NASH fail and Renaxa going generic soon.
Their management is in disarray and they are getting downgrades and can't figure out which way to turn and have resulted to doing stock buybacks when in the best case they see their revenues shrinking 15% YOY.
It's a wounded animal....
They will be looking for very de/risked plays and will be ready to unload cash to start to turn this around. They have no choice.
It's in that light, I'm saying keep it on the radar. Makes way more sense to me than PFE, but who knows?
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