Seeking Alpha

Alexander J. Poulos

 
View as an RSS Feed
View Alexander J. Poulos' Comments BY TICKER:
Latest  |  Highest rated
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Moderation,

    That is exactly the point, you made a long term investment the noise shouldn't concern you. Thanks for reading and commenting.
    Dec 22, 2014. 08:12 PM | 1 Like Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Nate,

    I prefer option number 3 as a very vocal patient populace can force change. Get a couple of congressmen involved and ESRX will be forced to cover. They will cover the med currently sort of a stealth mode if you read between the lines a bit. I suspect the clinical rx sales will bear this fact over the next few weeks. Thanks for reading and commenting.
    Dec 22, 2014. 07:29 PM | 8 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    somedata1,

    Agreed, the fundamentals of the company haven't changed and price competition was to be expected. I am much more interested in the clinical pipeline which I recently highlighted. Promising clinical data for NASH will propel the shares towards your price target as the addressable market is estimated to be between 2-5% of the US population. Thanks as always for reading and commenting.
    Dec 22, 2014. 07:27 PM | 2 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    pcaflisch,

    The govt may determine it is an attempt to squash competition. The work around this for GILD is a licensing deal with Achillion which will continue to protect GILD market share in Hep C.
    Dec 22, 2014. 07:24 PM | 4 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    anonymoose,

    Gild will issue a dividend in the near future to broaden its investor base. I suspect it will follow the AMGN model and will become one of the most valuable pharma/biotech companies in the world. If the pipeline bears fruit it may actually surpass JNJ and become the most valuable of all. It all hinges on continued clinical success. Thanks for reading and commenting.
    Dec 22, 2014. 07:23 PM | 7 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Mad,

    I suspect the vast majority of them have left the building already. Over 70 million shares changing hands is extreme volume for GILD. If we get low 80's I will consider doubling down. I doubt we will get there. Thanks for reading and commenting.
    Dec 22, 2014. 07:11 PM | 5 Likes Like |Link to Comment
  • AbbVie Versus Gilead In Hepatitis C, With Comments On Biotech [View article]
    Tony,

    Keep in mind ESRX has stated they will continue to cover Sovaldi for Genotype 2 and those with fibriotic disease. The reports that they will not cover Sovaldi at all are misleading. As for the litigation side they will be covered as they will bend on an individual case by case bases. If a clinician demands Sovaldi based on the patients past history of failing on Ribavirin and potential side effect profile, ESRX will bite hard and cover. This is there attempt to hand down price controls which will fail. The shares with the most downside are ABBV. If sales growth fails to materialize loom out below especially as their number one product Humira faces biosimilar competition form Amgen. This is a bet the career move for the CEO of ABBV. Doc as always thanks for the great article.
    Dec 22, 2014. 07:06 PM | 6 Likes Like |Link to Comment
  • AbbVie Versus Gilead In Hepatitis C, With Comments On Biotech [View article]
    rabrow,

    Have you looked into the co-pay assistance plans the drug companies are offering to offset the difference. In my practice I actively seek these plans out as my patient population (low income) will go without. If you have commercial insurance you are eligible regardless of income. PM me and I can find out specific info on the one you prefer. As for GILD, the clinicians (MD, pharmacists etc) that read and write on these forums can attest to the fact that if you scream loud enough you can get coverage for a non preferred med. You have to show legitimate medical need, in the Viekira pack example a past documented clinical failure with Ribavirin will do the trick.
    Dec 22, 2014. 06:57 PM | 4 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    stockdunn,

    Thanks for sharing a great story. Your story should illustrate for all that HCV is not a disease necessarily brought on by "less than outstanding behavior". As for GILD< the company is far from a one trick pony and has morphed into one of the best research companies on the planet. When the market gives you an opportunity to purchase shares in a dominant company one should take advantage of it. I recently purchased additional shares of GOOGL at $500 as is sold off heavily and hit a new 52 week low. The shares are now changing hands at $530, the company hasn't changed one bit it was perceived to be worth $30 less last week than this week. I suspect we will get a quick rebound in the shares of GILD. Thanks for reading and sharing.
    Dec 22, 2014. 06:47 PM | 4 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Fear,

    I suspect the selling here is more than overdone. I suspect those who were iffy have sold and moved on. i doubt there is additional shares that will aggressively enter the market place and expect a relatively quick return to $100 before earnings. Depending on how earnings are received we could get new highs. Thanks for reading and commenting.
    Dec 22, 2014. 06:40 PM | 1 Like Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Doc,

    I felt the need to rapidly address today's events as it reeks of capitulation. Notice how the rest of biotech sold off aggressively as well today in sympathy with GILD. I suspect ABBV decisions to aggressively discount Viekira pack will make them the pariah of the industry. As always, thanks for reading and commenting.
    Dec 22, 2014. 06:38 PM | 12 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Ed,

    An outstanding comment and very timely. Thanks for reading and commenting.
    Dec 22, 2014. 06:36 PM | 2 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Jim,

    I firmly expect GILD revenue to rise next year as the VA contract kicks in along with sales growth of Zeldig and its HIV franchise. The main driver will continue to be the HCV franchise for the short term, I am optimistic in the intermediate term GILD will diversify its revenue stream further. The above being said, i will continue to adjust the model after each earnings report. Thanks for reading and commenting.
    Dec 22, 2014. 06:35 PM | 4 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Indydoc1,

    An excellent observation concerning ABBV. I analyzed ABBV shares a few months back and came away unimpressed. They are facing a biosimilar assault from AMGN on Humira their number one selling compound. They desperately need the Hep C franchise to fill the void yet with today's move this will not happen. They have an inferior product that they had to aggressively discount to gain share. just wait until we get real world clinical failures to boot. Today should have been their shinning moment on the sun instead they were down, quite telling. Thanks for reading and commenting.
    Dec 22, 2014. 06:10 PM | 13 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Check,

    Elaborate on your comment that GILD management team has been out maneuvered.
    Dec 22, 2014. 06:07 PM | 9 Likes Like |Link to Comment
COMMENTS STATS
2,871 Comments
1,736 Likes