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Latest  |  Highest rated
  • The Market Is Not Cheap [View article]
    Still like and own MU & GILD.
    Feb 16, 2015. 12:22 PM | Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    Working with SA to produce biotech newsletter eventually. Right now best bet is Small Cap Gems (smallcapgems.com) which has five picks in small cap biotech/biopharma, most of which are doing very well.
    Feb 16, 2015. 06:20 AM | Likes Like |Link to Comment
  • Looking For My Next Triple In Biotech [View article]
    Other than secondary offering in December, not a whole lot of news around XOMA. Longer term, stock will reflect progress on Gevokizumab which will post some important phase III trial results later this year. I am still holding within a diversified basket of speculative biotech stocks like ZIOP, AGEN, CRIS, NAVB, EGRX, HALO, etc.....most of which have done exceptionally well since I purchased them and recommended them on SA and Investors Alley. It is an inherently volatile sector and one must spread one's bets. JMTC
    Feb 16, 2015. 06:18 AM | Likes Like |Link to Comment
  • Looking For My Next Triple In Biotech [View article]
    Glad you got and still holding NVAX.....quite the rocket.
    Feb 16, 2015. 06:13 AM | Likes Like |Link to Comment
  • Gallup Is Right: The Unemployment Rate Is A Big Lie [View article]
    Agreed. Press doesn't cover the part time job trend well as major blame so would have to be assigned to the impacts of the ACA.
    Feb 16, 2015. 05:24 AM | 4 Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    Pricing concerns should be lessening with discounts and most of the fast growing biotechs (BIIB, CELG and even ABBV) usually have one drug that contributes 50% or more of sales.
    Feb 15, 2015. 08:17 AM | 1 Like Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    How about having all 200 comments (plus another 50 that have been deleted for abuse) all on one author? Is that irrational or just obsessive, Mr. Davies?
    Feb 14, 2015. 10:42 AM | 6 Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    A company that quadruples earnings in a year or delivers 300 times original investment over past two decades qualifies as a "juggernaut" in my book. JMTC.
    Feb 14, 2015. 10:05 AM | 2 Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    I have earnings growing ~15% this year on a 6% to 10% increase in revenues for Gilead just to be clear. This puts Gilead in the large cap growth category in my book.
    Feb 14, 2015. 07:32 AM | Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    So using one example of a cheap large cap growth stock that was temporarily unloved by the market before sentiment changed and the shares rallied hard to illustrate another cheap large cap growth stock in same position as Apple 18 months ago makes no sense to you?
    Feb 14, 2015. 07:31 AM | 6 Likes Like |Link to Comment
  • 3 Attractive Biotech Picks For 2015 [View article]
    My rule of thumb is sell 10% after a quick 50% gain, 20% after a stock doubles, the last 20% when it triples.....and let the rest ride on the house's money unless something drastically changes about the company's prospects. I still have 70% of original position, and look forward to taking a triple on another 20% soon at this rate.
    Feb 14, 2015. 07:25 AM | Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    It’s Friday, which means we have prescription data for the hepatitis-C treatments from Gilead Sciences (GILD).

    Associated Press

    Total prescriptions of Harvoni came in at 8455, up 10% from the previous week, while combined Harvoni and Sovaldi prescriptions hit 10781, also up 10%, according to an anlyisis of the data from RBC’s Michael Yee and team. They continue:


    Harvoni’s weekly NRx is tracking in line towards 2015E US consensus of ~ $11-12B.

    We were looking for combined TRx go keep growing towards 10k/week, so that 2015 HCV could be $11B USA and $14.3B WW (higher end of Gilead’s implied guidance $13-14.5B vs cons $14.6B).
    Feb 13, 2015. 07:13 PM | 5 Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    Guess you missed this recently.

    On procedural grounds, the Delhi high court sets aside the recent decision by the Deputy Controller of Patents and Design rejecting Gilead Sciences' (NASDAQ:GILD) patent application for its HCV drug Sovaldi.
    The patent office rejected Gilead's submission on the basis of Section 3(d) of the Patents Act which prevents evergreening of patents and states that a new version of an existing substance cannot be patented unless it is much more effective than the old version. Its position was that sofosbuvir represented a minor change to an existing molecule that did not deliver improved efficacy.
    India legal experts believed that the company's appeal would succeed because the reasoning in the controller's order was slipshod. The procedural misconduct occurred in the pre-grant opposition stage of the application review. This is the point where the reviewer examines information submitted by opposing parties before a final ruling is issued. Under Indian law, the office was required to notify Gilead, which it did not . Also, the controller maintained that he did not rely on claims made in the pre-grant opposition, but certain sections of the order appeared strikingly similar to parts of the opposition application from Indian generic firm Natco Pharma Ltd. Justice Rajiv Shakdher said the it appeared that patent office "generously took assistance from the material" filed by the opponents.
    Feb 13, 2015. 05:22 PM | 7 Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    It has had a good run, Think ABBV might be where AMGN was this summer given its recent decline. JMTC.
    Feb 13, 2015. 01:17 PM | Likes Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    Good analysis, but remember average discount in 2014 was 22% which makes comparison even better.
    Feb 13, 2015. 10:41 AM | 3 Likes Like |Link to Comment
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