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ciotera

01/21/14 1:57 PM

#172993 RE: DewDiligence #172991

only GILD has such data



Depends on how tight their control over distribution is and what the distributors are able to report back to GILD.

One indirect way is to look at what's happening to Pegasys post Sovaldi launch and infer the split from that.
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gdollasign

01/21/14 7:38 PM

#173026 RE: DewDiligence #172991

Dew,
Although I believe what you say, my comment came strictly from a headline standpoint. GILD...big numbers. ENTA smaller competition, no sales equals great trade...if someone was so inclined. I personally added some to my position.

Regards,
G$