I believe spinoff of the Sovaldi entity could make it attractive for a larger player, and create value for shareholders. Any thoughts? Are the sales and marketing teams separate for various drugs or the same team.
Sentiment: Strong Buy
you mean like abbot with abbvie spinoff to de-risk/unlock value for humira
They spent $11 Billion to buy Pharmasset a few years ago to get Sovaldi, and you want them to spin iot off??
That's the dumbest idea I've heard this century.
Terrible idea. Yes there is overlap on sales force and infrastructure. Sovaldi by itself would be worth less than its contribution to the Gilead portfolio.
WHY? MUST BE DUMB.