Carson K. asks, "Can you interpret the stocks which did best at the hepatitis C conference last week?" Gilead Sciences ( GILD) emerged as the clear winner from the European Association for the Study of the Liver (EASL) annual meeting, says healthcare investor and TheStreet contributing columnist Nathan Sadeghi-Nejad. Nate attended the EASL meeting in Barcelona last week. His assessment and grading of all the major hepatitis C drug stocks is published this morning, so definitely take a look. In addition to Gilead, Nate thinks Idenix Pharmaceuticals ( IDIX) and Abbott ( ABT) come out of EASL stronger, while questions swirl around Bristol-Myers Squibb ( BMY) and Achillion Pharmaceuticals ( ACHN). Vertex Pharmaceuticals ( VRTX) was a definite EASL loser, he says. For more detail, please check out Nate's comprehensive EASL report.
@JonathanNovak1 asks, "Do you really think Vanda Pharmaceuticals ( VNDA) is a takeover target or were you referring to retail speculation?" Jon is referring to a Thursday tweet of mine riffing off GlaxoSmithKline's unsolicited bid for Human Genome Sciences: "Inevitable takeout rumors you will hear today, if not already: $NVS-$VNDA, Bayer-$ONXX, Eisai-$ARNA, $DNDN-take your pick"