Replies to post #234592 on Biotech Values

[DewDiligence]

Re: GILD-IMMU deal

I like this spirit.

I have a less favorable view of GILD’s investments in oncology, including the IMMU acquisition (assuming for the sake of discussion that it’s actually happening), the KITE acquisition in 2017 (#msg-134179317), and the smaller deals such as FTSV (#msg-154105690). All told, GILD’s attempts to become a leader in oncology have reduced shareholder value, IMO.