The fact that GILD MC doubled just means a lot of people share the same fallacy about untold riches in HCV. Or people attach a lot of value to their HIV/HBV business and oncology pipeline (and rightfully so). Analyst projections mean little to me, they have been quite idiotic in HCV all along. Part of the reason we had the hysteria that resulted in 11b market caps.
Anyway, the jury is still out on this. Let's wait and see how quickly Sofosbuvir launch reverts to a decline - bet it'll come as a surprise to some of the analysts.
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