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  • My Predictions For 2015 - Part I [View article]
    Yeah, Scared Straight shows are just scary. 95% of the cons and juveniles in trouble on show have no relationship with their fathers. A national tragedy.
    Dec 23, 2014. 09:13 AM | 12 Likes Like |Link to Comment
  • My Predictions For 2015 - Part I [View article]
    We have about a dozen articles on SA on this. My article on Real Money Pro on GILD will hit in a few hours. It ends like this...

    In summary, I still believe Gilead has a great long term future and the shares are offering a good entry point to add a few more shares. Pricing issues/challenges plagued the company’s early entries into the HIV market against major pharma players. This did not prevent Gilead from dominating the space over time and I see the same outcome for its hepatitis C franchise as well.
    Dec 23, 2014. 07:50 AM | 17 Likes Like |Link to Comment
  • My Predictions For 2015 - Part I [View article]
    The difference is demographics and growth trajectory. France's debt to GDP will continue to go up much faster than ours over time (and that is with much higher tax rates). It is really the wrong conversation anyway. Do you want to talk about our $18 trillion in national debt or the $115 Trillion in unfunded entitlement liabilities as the potential trigger of eventual economic collapse?
    Dec 23, 2014. 07:46 AM | 9 Likes Like |Link to Comment
  • My Predictions For 2015 - Part I [View article]
    Arab OPEC producers expect global oil prices to rebound to $70-$80 a barrel by the end of next year as a global economic recovery revives demand. The news follows Saudi Arabia's announcement, which stated that OPEC would not cut production at any price, even at $20 a barrel. Gaining on the expectations of firm U.S. economic data due later today, Brent crude is up 1.1% at $60.79/bbl, while WTI is up 1.5% at $56.10.
    Dec 23, 2014. 07:05 AM | Likes Like |Link to Comment
  • My Predictions For 2015 - Part I [View article]
    Neither can we, but luckily Japan & Europe are 15-20 years ahead of where we are going unless we significantly address our unfunded entitlements, massive fraud in govt programs ($150 billion annually in fraud just in medicare, medicaid and ssec disability) and declining work force participation.
    Dec 23, 2014. 06:12 AM | 9 Likes Like |Link to Comment
  • My Predictions For 2015 - Part I [View article]
    Arab OPEC producers expect global oil prices to rebound to $70-$80 a barrel by the end of next year as a global economic recovery revives demand.The news follows Saudi Arabia's announcement yesterday, stating that OPEC would not cut production at any price.Oil prices have now slid back, after gaining earlier on expectations of firm U.S. economic data due later today. Brent crude is down 0.3% to $59.93, while WTI is up slightly at $55.45.
    Dec 23, 2014. 05:59 AM | 1 Like Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    As am I given this certainly makes the patient much worse. Think this will be resolved in some way over next month or so. Great longer term entry point, definitely makes GILD more likely to be included in inaugural issue of BlueChipGems (bluechipgems.com) when we launch in a few weeks so every cloud has silver lining. ABBV is actually down today which I think is a good "tell" that this decline in Gilead's shares is likely to be temporary. JMTC
    Dec 22, 2014. 11:23 AM | 1 Like Like |Link to Comment
  • Oasis Petroleum: High Risk/High Reward Oil Play [View article]
    Thanks. Happy Holidays.
    Dec 22, 2014. 10:15 AM | Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    I keep seeing just over 90%, but even at 95% it is clearly an inferior solution with side effects and harder to follow regiment. If I was Gilead I would fund a group lobbying congress against Express Scripts monopoly power given they have some 70% of the PBM market. I would also get plaintiff attorneys involved for the patients that are now forced to take an inferior cure. Two can play hardball. #NoInferiorCure sounds like good hashtag for twitter campaign.
    Dec 22, 2014. 09:26 AM | 7 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Definitely a hard ball tactic by Express Scripts. Does not make much sense with the list price (and I know they probably negotiated a significantly lower price). $83K for a 90% cure with side effects or $94K for 98% cure with little side effects. I know which course the patient would choose. Think this gets resolved in a month. Will have to content myself with the 3,000 shares I have in ACHN. Diversification is a beautiful thing. Pull back in GILD is a gift imho.
    Dec 22, 2014. 08:12 AM | 2 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Thanks for channeling you inner Jackie Childs...hilarious.
    Dec 22, 2014. 08:10 AM | 1 Like Like |Link to Comment
  • When Will M&A Come To The Hepatitis C Space? [View article]
    In an open label Phase 2 proxy study, Achillion Pharmaceuticals' (NASDAQ:ACHN) NS5A inhibitor, ACH-3102, in combination with Sovaldi (sofosbuvir) achieved 100% SVR4 in 12 patients in six weeks, independent of baseline viral load, gender and IL28B status. SVR12 results will be reported in H1 2015. The combination therapy was well-tolerated with no serious adverse events reported.
    In a Phase 1 proof-of-concept study in treatment-naive HCV-1 patients, the company's nucleotide inhibitor, ACH-3422, demonstrated a mean maximum reduction in HCV viral RNA load of 4.8 log10 IU/mL within 14 days at a dose of 700 mg (once daily for 14 days). Three of six patients achieved undetectable HCV RNA (<10 IU/mL).
    The company will conduct a conference call this morning at 8:30 am ET to discuss the results.
    Shares are up 62% premarket on robust volume.
    Dec 22, 2014. 07:40 AM | Likes Like |Link to Comment
  • Avanir Pharmaceuticals: Shares Could Have Significant Upside Ahead [View article]
    $AVNR....What a ride. Closed out with options expiration this Friday. Core inaugural pick of July launch of SmallCapGems (smallcapgems.com) gained better than 200% in less than six months. Not a bad start.
    Dec 21, 2014. 09:35 AM | 1 Like Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Still own ACHN, despite its big rise recently.
    Dec 21, 2014. 08:45 AM | Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Obviously ICPT would be bigger acquisition than CNAT but less than awhile back. GILD could easily avoid either or both.
    Dec 21, 2014. 05:56 AM | Likes Like |Link to Comment
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