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Dr. Paul Nunzio DeSantis, Pharm.D
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Earned a Doctorate in Pharmacy (Pharm.D.) in 2010 and Pre-Pharmacy/B.S. in Molecular Biology in 2006. Over six years of direct experience in translational research in oncology investigating the molecular/cellular mechanisms of carcinogenesis focused on biomarker identification and validation... More
My company:
Alpha BioPharma Advisers
My blog:
An Evidence-Driven Rebuttal To Morgan Stanley & Goldman Sachs Bearish Thesis On Gilead Sciences (GILD)
My book:
An Evidence-Driven Rebuttal To Morgan Stanley & Goldman Sachs Bearish Thesis On Gilead Sciences (GILD)
View Dr. Paul Nunzio DeSantis, Pharm.D's Instablogs on:
  • GBIM: Technical Move Confirms Breakout Today

    GBIM BREAKOUT:

    see chart here: http://tos.mx/OsKcsz

    Broke out of symmetrical triangle, which projects a move to $12.73.

    Closed ABOVE 50day MVA, closed above the top of ichimoku cloud, downtrend line, formed a new higher high, higher low confirming new trend. RSI broke out confirming todays break out.

    Resistance at $8.26 (100 day MVA), and $8.44 fib 38.2% retracement. Close above $8.44 opens up $9.69 and $10.94 50% and 61.8% Fib's.

    Disclosure: The author is long GBIM, GILD.

    Dec 09 4:56 PM | Link | Comment!
  • INCY: GREAT QUARTER, STILL SEE LONG TERM UPSIDE TO $93, BUT BOOKING SOME PROFITS HERE

    Large >25% gain in turbulent equity market, taking some profits, will reenter on any meanigful retraceement. Still amintaining some long exposure.

    Disclosure: The author is long INCY.

    Additional disclosure: Long via options spreads, closed long calls.

    Oct 30 12:27 PM | Link | Comment!
  • $4.1B Sovaldi Sales Est. Wrong, Heres Why, We Think

    While it is not possible to know for certain the sources of error that led to the $4.1B est. We hypothesize that it was driven by 3 things:

    1. Fewer V.A. and Medicaid Patients starting on Sovaldi, which implies stronger warehousing awaiting for the Sovaldi/LDP FDC launch.

    2. Discounting may have been heavier during 2Q14 versus 1Q14.

    3. Our inventory build estimate was ~+$300M too high which was based on our WW sales estimate of demand of $3.3-$3.5B. So if we adjusted for inventory alone it would have brought our Sales model down to $3.8B from $4.1B. And adjusting for the possibility of heavier discounting ~10%= another -$300M yields a $3.5B number.

    Disclosure: The author is long GILD.

    Tags: GILD
    Jul 24 6:09 PM | Link | 3 Comments
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