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Originally Posted by badcompany
Sounds like fun. That said, I still would like to hear everyone's "Best Bets."
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I posted Gilead Science as my tiebreaker. I know there is a lot of uncertainty around their earnings but I would expect to see their multiple increase even if they hit the mid point in targets and I think they will do better than that. The reaction to express scripts news was overdone. Everyone also seems to be valuing them as if they were a 1 trick pony with nothing else in their pipeline. They have the best management in biotech. They are a buy for me.
