InvestorsHub Logo

ciotera

10/15/13 5:40 PM

#168238 RE: genisi #168236

docs are conservative creatures



No argument there - the cardio risk will be the marketing message of GILD, but eGFR decline will be the marketing message of ViiV. It'll be an interesting fight and I haven't yet placed my bets. I think GILD is overvalued (and apparently, insiders happen to agree).