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ciotera

03/08/14 8:46 PM

#175223 RE: DewDiligence #175218

Re: ENTA clarify

If my theory is right, then there isn't really a sustainable lucrative market here. At least not at the levels that are currently baked into the market caps. At some point, valuations will adjust to reflect that. Luckily, Sovaldi will serve as a leading indicator. I plan to cash out of ENTA when Sovaldi's trend reverses itself later this year.