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  • Challenging Consensus On PCSK9 Inhibitors: Focus On Regeneron And Amgen [View article]
    Thanks, Paul. Your kind words are quite appreciated. Let's see what the future brings re other approaches to the PCSK9 field. My years of observation of and involvement in the pharma industry lead me to doubt that Sanofi, Pfizer and Lilly would be so involved in the injectibles if a small molecule was soon going to disrupt their business. Also, the usual rule is that proteins can do more than oral meds. Of course, time will be the arbiter here...
    Sep 9 10:14 PM | Likes Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    CSYJ, many thanks for reading so carefully and commenting in such detail. I'll try to respond comprehensively where relevant.

    1. This is what I said re the combo - not a prediction:

    I am hoping for, and half-expecting, FDA approval of Gilead's investigational sofosbuvir/ledipasvir combination product before the end of this quarter.

    2. Wyden-Grassley: No, I have not seen anything. Certainly Gilead is in contact with these august Senators, Henry Waxman's office, etc. I do believe Rep. Waxman is retiring.

    3. Re tadalafil, PAH is heavily a disease of females... I wouldn't expect ambrisentan to do much in that side effect realm, but don't really know...

    You probably are aware that sildenafil (Viagra) was initially tested as a vasodilator for CV disease, and that Pfizer switched focus during development when a number of male trials subjects noted a pleasurable side effect...
    Sep 9 06:28 PM | Likes Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    Thanks, '632.
    Sep 9 05:55 PM | Likes Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    In a major market meltdown, the stock could retrace to $93. Other than that, I think it would take a major unexpected GILD-specific event, such as an FDA rejection of ledipasvir, to bring the stock quite so low. Every day that GILD holds up at this level, it becomes closer to its moving averages, thus allowing new money to feel comfy buying a stock that is no longer "overbought."
    Sep 9 02:33 PM | 1 Like Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    '632: Thanks for this information. May I ask what your source of knowledge is? Is it public; are you in the industry, etc.?

    Assuming your info is correct, I'd add that another possible reason is that AbbVie is expecting approval within a few months for its combo, and will have been testing market acceptance for a proposed price point, and as you say, Gilead wants the pricing of Sovaldi and the sof/ledi combo to be in sync and "just right" to meet the AbbVie challenge (weak though it may be from a medical perspective).
    Sep 9 11:26 AM | Likes Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    mbn: You're very welcome, both from me and for the commenters on this article, who I concur are very well-informed and serious analysts in their own right. Glad you mentioned that point. I add my thanks to all commenters!
    Sep 9 09:32 AM | Likes Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    2 toe: Thanks for reading and going on record w a prediction. I like it!
    Sep 9 09:31 AM | Likes Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    plpar: thanks for reading and commenting. I would tend to disagree about the core concept of "everybody already in" on theoretical grounds. I don't think there is any such thing. Every share of stock is owned by some owner at all times.

    However, your concern is the reason I spend so much time researching and then publishing my findings about the overall prognosis for the future for Gilead. I still think it's very reasonably valued, no matter whether momo players have jumped on this moving train. When will the train stop and go into reverse? That's the $160 B question right now...
    Sep 9 09:30 AM | 2 Likes Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    murakh: thanks for the incisive comment. Gilead has not listed any pipeline product related to Letairis on its website. Maybe it's the best it can be. One would think that a combo pill with tadalafil could be interesting for some company to market.
    Sep 9 09:27 AM | Likes Like |Link to Comment
  • Gilead Update: Good News Keeps On Coming; Much Higher Share Prices Appear Justified [View article]
    abdullah999: I very much appreciate your thoughtful and detailed comment. I do take the glass half full POV w GILD, as you noted. That's b/c of mgmt's track record and my growing appreciation of their historic and ongoing strategy for success. Most of my articles do not only highlight hep C in assessing GILD, exactly as you point out. In one article, I attempted to do a rough analysis of future hep C franchise sales for Gilead. At this point, perhaps GILD is trading at the value of its future profits from hep C meds, or hep C plus HIV meds, but not the value of all currently marketed meds and what I think is the value of the "to be named later" meds, ie current and future pipeline successes, product acquisitions, etc. This is why you and I both remind people to be cautious: the future hasn't happened yet, so an open-minded approach is optimal.

    Best regards from the data-driven Doc!
    Sep 9 09:24 AM | Likes Like |Link to Comment
  • Challenging Consensus On PCSK9 Inhibitors: Focus On Regeneron And Amgen [View article]
    William, thanks for reading and commenting. I concur with everything you said (and, hearty congrats for getting and staying long GILD early). The question of what is "reasonable" pricing for a genetically-engineered protein is TBD. My view of and experience w Big Pharma is they like high prices, find them "reasonable," and fight for them. TBD!
    Sep 8 09:20 PM | Likes Like |Link to Comment
  • Teva's reslizumab only effective in asthma patients with elevated eosinophils [View news story]
    Good summary, helpful that you wrote it this way. Not sure how prevalent asthma that meets this definition is.
    Sep 8 08:05 PM | Likes Like |Link to Comment
  • Combo therapy reduces risk of clinical failure in PAH by half [View news story]
    Indeed, more good news- the sign of a great company (GILD)...
    Sep 8 07:58 PM | 2 Likes Like |Link to Comment
  • There Is Further Upside Potential In Regeneron Pharmaceuticals [View article]
    Kanak, I believe you are on to something real and major here. REGN looks frothy on value screens, but it's really more akin to a start-up. Upside is large, perhaps larger even than you suggest.
    Sep 8 07:54 PM | Likes Like |Link to Comment
  • Smokeless Profits At CVS: Shareholders Could See A Real Deal With Shift Away From Tobacco Products [View article]
    Don, thanks for lending your voice to this important topic. I concur. Long CVS. Kudos to them for taking the lead on this.
    Sep 8 07:41 PM | 2 Likes Like |Link to Comment
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