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mcbio

07/08/11 10:23 PM

#123076 RE: oc631 #123042

Whether licensing a deal or an outright takeover Pharmasset will play large pharma against one another and achieve incredible terms for shareholders.

How incredible, and to what extent to move the dial significantly north of ~$5B market cap, are the only questions for me. It's one thing to be in a fantastic position; it's another thing if that is largely priced into the current valuation. Maybe it is, maybe it isn't, but it's a valid question.