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DewDiligence

04/13/20 2:13 PM

#230864 RE: jbog #230863

[OT]—My experience with fragmented orders is the same. Walmart just shipped a partial order that contained three quart-sized bottles of grapefruit juice; there was more bubble-wrap in the box than there was product.

dewophile

04/13/20 3:18 PM

#230865 RE: jbog #230863

OT
We are having the same issues. I do think a company like amazon will eventually scale up to meet demand, but I don't know what margins will look like and I do worry about people's overall purchasing power as this craziness continues so I sold.
I personally think the market in general got ahead of itself last week - there are still so many unknowns
I am comfortable continuing to hold bios - if anything the importance of the industry is heightened, and companies like GILD are being good stewards and likely to sow a lot of goodwill which is good for the industry as a whole (esp in an election year)
JMO