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Leonard Yaffe
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I am an MD by background who runs a healthcare hedge fund. I worked as a sell-side medical analyst for 20 years, covering pharmaceuticals, medical devices, PBMs and drug distributors.
  • GILD: Sung To The Tune Of America's 1974 Song, The Tin Man 0 comments
    Nov 21, 2013 10:36 AM | about stocks: GILD

    Usually late,

    When the potential is real,

    And analysts with the gift of gab

    See II as the key.

    Few are quick,

    To take the bait.

    And catch the perfect prize

    That awaits work on Hep C.

    But the Market never gave nothing to Pharmasset,

    That it didn't, didn't already have.

    And the Street was late to affirm

    The genius of Gilead!

    So please,

    Believe in them.

    When I say they are running circles round, round

    The industry left in the dust.

    Intron use going down, down, down

    Sofosbuvir use is a must.

    No, the Market did give nothing to Pharmasset,

    That it didn't, didn't already have.

    And the Street was late to affirm,

    The genius of Gilead!!!!!!!!!!!!!!!

    So please believe in them…………..

    Disclosure: I am long GILD.

    Stocks: GILD
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