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Latest  |  Highest rated
  • If This Is A True Sell-Off In Biotech... [View article]
    Thanks for your support. You should define "No cost"...since taxes are much higher in the U.K. than the U.S., people are paying for that "free" health care just not in a direct way. In addition, your infant mortality stats are off and a little misleading. Belarus is one of the lowest in the world in that category, lower than the U.K. U.S. does has room for improvement but is more around 30th in world, need for improvement is especially true in the inner cities which brings down our world ranking is just about every level (murder rate, global education rank, etc....)


    http://bit.ly/z0IxG2
    May 6, 2015. 06:10 AM | 1 Like Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    Best place to start is the conference call transcript which always has these nuggets...http://seekingalpha.co...


    In the U.S., approximately 70,000 patients initiated treatment with the Gilead HCV product in the first quarter, an increase of more than 50% over the prior quarter. Since the December 2013 approval of Sovaldi, more than 210,000 U.S. patients have started on a sofosbuvir-based therapy. We estimate that at least 90% of genotype 1 HCV patients beginning treatment in the quarter started therapy on Harvoni and that greater than 80% of genotype 1 patients have direct access to the product through either preferred or parity formulary status.

    Turning to Europe, Q1 2015 was a record quarter with $1.8 billion in product revenues inclusive of currency headwinds. HIV revenue growth was driven by our single tablet regimen. Eviplera together with Stribild grew by 55% year-over-year and for the first time combined quarterly sales exceeded sales of Atripla in a quarter.
    May 5, 2015. 12:26 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    And a cure is much better than a liver transplant for taxpayers at $500K to $750K per transplant.
    May 5, 2015. 10:35 AM | 3 Likes Like |Link to Comment
  • Bulls Make Money, Bears Make Money, Pigs Get Slaughtered [View article]
    Valid point and thanks for the kind words.
    May 5, 2015. 10:24 AM | Likes Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    Whole biotech sector reversed quickly this morning. EGRX went from $60 to under $57 in a heartbeat on no news.
    May 5, 2015. 10:14 AM | 1 Like Like |Link to Comment
  • Bulls Make Money, Bears Make Money, Pigs Get Slaughtered [View article]
    Wish I had a crystal ball to know when next correction will come. However, with valuations at these levels and the Fed currently out of the QE game; could definitely happen sometime by end of summer. IPO and M&A near 2007 levels which combined with margin debt tends to be reliable indicators of market tops historically. Maybe this time is different which is why I tried to cover multiple scenarios in article. Happy Hunting.
    May 4, 2015. 01:14 PM | 1 Like Like |Link to Comment
  • Bulls Make Money, Bears Make Money, Pigs Get Slaughtered [View article]
    Here is a link that provides a good basis on how metric is calculated....http://read.bi/1cd98J3
    May 4, 2015. 01:06 PM | 1 Like Like |Link to Comment
  • Bulls Make Money, Bears Make Money, Pigs Get Slaughtered [View article]
    Another contrarian signal that it could be tough sledding for stocks.....http://bit.ly/1AAane0
    May 4, 2015. 12:48 PM | Likes Like |Link to Comment
  • If This Is A True Sell-Off In Biotech... [View article]
    I think you have to qualify "vastly better cost/better ratio". For example, in the U.K., you have a current four year wait for hip replacement. In addition, in several cancers your survival rate is in the mid to high 50s where the same cancers in the U.S. the survival rate is in the high 80s even into the low 90s".
    May 4, 2015. 11:30 AM | Likes Like |Link to Comment
  • 2 Small Biotech Stocks Under $10 To Buy On The Pullback [View article]
    Stock has had massive run (I and my Small Cap Gems subscribers got for under $14 a share), so some profit taking was in order. Stock back in rally mode today. If consensus earnings of ~$6 a share in FY2016 prove to be anywhere close to the mark, EGRX still has plenty of upside.
    May 4, 2015. 10:35 AM | Likes Like |Link to Comment
  • 2 Small Biotech Stocks Under $10 To Buy On The Pullback [View article]
    Still have core holding in it, yes.
    May 3, 2015. 10:57 AM | 1 Like Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    And still Gilead got over $4.5B from Harvoni & Sovaldi in quarter and sales are just getting ramped up in Europe and we should see sales in Japan next quarter.
    May 2, 2015. 04:07 PM | 8 Likes Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    The reverse can also be true. Weren't investors and analysts overly worried about Viekera Pak in retrospect at least to this point?
    May 2, 2015. 03:06 PM | 8 Likes Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    Given management's cautious previous guidance, I would not be surprised if 2015 revenues come in at $30 billion or better. Put a 12 multiple on the $11 a share Gilead should earn in FY2015, which is still a big discount to the overall market, and you get $132 a share by yearend. If sentiment improves, significant upside could be beyond that. JMTC.
    May 2, 2015. 02:12 PM | 6 Likes Like |Link to Comment
  • Gilead Sciences: Not Even Bears Can Spin These Results [View article]
    As I recall at the beginning of 2014, consensus earnings forecast of just over $4 a share in earnings in FY2014 for GILD. S&P started the year believing Sovaldi sales would come in at just under $3 billion for all of 2014. This quarter Sovaldi/Harvoni sales were over $4.5B....analysts have been a bit behind the profit story on Gilead for some time...which is why I write about the company so much.
    May 2, 2015. 01:34 PM | 14 Likes Like |Link to Comment
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