Replies to post #126132 on Biotech Values

[DewDiligence]

GILD—I personally believe there's more to [today’s] story and the FDA is being accommodating by allowing them to continue oral development.

I agree.

The street won't be so kind come [Tuesday] IMO.

I don’t expect a large sell-off on Tuesday because I don’t think GILD’s share price has a lot of value baked in for the HCV program. GILD’s investors are much more concerned about the prospects for Complera and Elvitegravir/Quad.

[DewDiligence]

I personally believe there's more to the story...

From the disclosures in #msg-69668318, we now know that you were right—i.e. there was more to the HCV story for GILD than they told us at the time.