Seeking Alpha

Peter Geschek

 
Title Symbol Long/
Short
Date of
publication
3m from
publication
6m from
publication
1y from
publication
Pfizer Vs. Eli Lilly, Novartis In Breast Cancer Race PFE Long
4/14/2014
2.1%
-
-
Sovaldi's Patent War GILD Long
3/24/2014
12.0%
-
-
Biogen's Winning Strategy BIIB Long
3/20/2014
-7.9%
-5.1%
-
Sovaldi's Terrific Launch GILD Long
3/17/2014
5.8%
37.6%
-
Johnson & Johnson's Success In Cardiac Ablation JNJ Long
3/13/2014
11.2%
14.2%
-
Pfizer's Coming Superdrug PFE Long
3/11/2014
-8.4%
-7.0%
-
GLP-1 Race In Diabetes: Eli Lilly Vs. Competitors LLY Long
3/3/2014
1.4%
9.6%
-
The Vaccine Prevnar 13 And Its Competitor: Pfizer Vs. Merck PFE Long
2/27/2014
-7.3%
-6.9%
-
Attack On Lung Cancer: Eli Lilly Vs. Rivals LLY Long
2/24/2014
3.9%
8.3%
-
Innovation In Huntington's Disease: Auspex Vs. Rivals ASPX Long
2/17/2014
-28.3%
-12.5%
-
Frantic Pace In Cancer Immunotherapy: Merck Vs. Bristol-Myers MRK Long
2/12/2014
1.3%
5.3%
-
The Hep C Race Is Heating Up: AbbVie Vs. Gilead ABBV Long
2/10/2014
6.4%
8.4%
-
The Dream Of The Insulin Pill: Oramed Vs. Rivals ORMP Long
2/6/2014
-33.7%
-38.4%
-
The Leukemia Race: Gilead Vs. Johnson & Johnson, Roche GILD Long
2/3/2014
-1.4%
16.1%
-
The CoreValve Battle: Medtronic Vs. Edwards Lifesciences MDT Long
1/28/2014
3.3%
11.0%
-
Liver Drug Race: Intercept Pharma Vs. Rivals ICPT Long
1/26/2014
-7.4%
-21.4%
-
High Stakes Intrigue In Hep C: Bristol-Myers Vs. Gilead BMY Long
1/22/2014
-6.3%
-9.1%
-
The Psoriatic Arthritis Race: Celgene Vs. Johnson & Johnson CELG Long
1/20/2014
-16.0%
0.9%
-
Amgen Vs. Merck, Lilly In Osteoporosis Competition AMGN Long
1/8/2014
-0.3%
2.0%
-
Is Puma Biotech's High Stock Price Justified? PBYI Long
1/5/2014
3.9%
-31.7%
-
Bristol-Myers Squibb Vs. Roche In The Brain Cancer Race BMY Long
1/2/2014
-0.6%
-6.4%
-
Acceleron, Celgene Vs. Amgen In The Anemia Drug Race XLRN Long
12/30/2013
-2.8%
-3.7%
-
Acadia: The Best Hope For Parkinson's Psychosis Sufferers ACAD Long
12/26/2013
-9.5%
-9.8%
-
Merck Vs. Bristol In PD-1 Cancer Drug Race MRK Long
12/18/2013
16.4%
21.6%
-
Hep C Price War? Abbvie Vs. Gilead ABBV Long
12/16/2013
-3.3%
2.9%
-
Oncomed, Celgene Vs Rivals In Cancer Stem Cells Race OMED Long
12/12/2013
42.6%
3.3%
-
Johnson & Johnson Vs. Pfizer, Bristol In The Race Of Anticoagulants JNJ Long
12/3/2013
-1.9%
10.6%
-
Celgene Vs. Amgen In Multiple Myeloma Battle CELG Long
12/2/2013
-1.4%
-5.1%
-
Portola's Antidote Could Benefit Pfizer, Bristol-Myers, J&J PTLA Long
11/27/2013
9.6%
-10.5%
-
Gilead Vs. Johnson & Johnson, Roche In Blood Cancer Showdown GILD Long
11/25/2013
12.5%
8.5%
-
Celgene Vs. Rivals In Psoriatic Arthritis Drug Race CELG Long
11/20/2013
5.2%
-5.1%
-
Johnson & Johnson Vs. Medivation In Prostate Cancer Race JNJ Long
11/18/2013
-1.6%
8.2%
-
Pfizer, Lilly Vs. Rivals In Potential Pain Drug Rivalry PFE Long
11/13/2013
0.3%
-6.8%
-
Small Esperion Vs. Pharma Giants In The Cholesterol Race ESPR Long
11/11/2013
5.5%
-7.1%
-
Bristol-Myers Vs. Abbvie In Potential Humira Rivalry BMY Long
11/4/2013
-7.1%
-4.8%
-
Killing Cancer Stem Cells: The Final Battle? VSTM Long
10/27/2013
20.0%
-25.3%
-
Sarepta On The Move SRPT Long
10/21/2013
-32.5%
-18.1%
-
Gilead Vs. Johnson & Johnson In Cancer Race GILD Long
10/17/2013
16.4%
3.9%
-
Acadia And Parkinson's Treatment Hopes ACAD Long
10/13/2013
-0.8%
-19.0%
-
Tecfidera And The Revolution In Multiple Sclerosis Treatment BIIB Long
10/10/2013
27.8%
22.7%
-
Is Skin Cancer On The Way To Becoming A Curable Disease? BMY Long
10/6/2013
12.7%
7.6%
-
Is Sarepta Winning? SRPT Long
10/2/2013
-59.4%
-50.2%
-
Biogen, Isis Pharma And The Attraction Of The Orphan Drug Business BIIB Long
9/29/2013
15.1%
22.2%
-
AbbVie's Search For The Next Humira ABBV Long
9/26/2013
20.6%
18.1%
-
Acceleron: A Small Biotech Preparing To Supply Big Markets XLRN Long
9/22/2013
49.8%
94.8%
-
Epizyme: The Promise Of Personalized Cancer Therapy EPZM Long
9/15/2013
-35.7%
-12.6%
-15.3%
Intrexon: A Billionaire's Dream About The Future Of Biotech XON Long
9/12/2013
-20.3%
24.0%
-24.8%
Tiny Esperion Takes On Industry Giants In Battle To Find The Next Lipitor ESPR Long
9/8/2013
-11.1%
16.1%
3.8%
Tiny Ohr Pharma Challenges The Eye Drug Establishment OHRP Long
9/5/2013
28.0%
135.7%
23.0%
Cubist And The Threat Of Antibiotic Resistance CBST Long
8/28/2013
7.2%
25.1%
8.4%
Regeneron's Blockbuster Eylea And The Emerging Competition REGN Long
8/26/2013
20.5%
37.3%
44.5%
Monsanto And The Challenge Of The Hungry Planet MON Long
8/18/2013
16.7%
16.4%
27.3%
Biogen Gains A Leg Up In Fiercely Competitive MS Field BIIB Long
8/8/2013
11.5%
48.6%
52.6%
3D Systems: Medical Success With 3D Printing DDD Long
8/5/2013
48.1%
35.6%
-0.8%
Johnson & Johnson's Blockbuster Candidate Simponi And Its Rivals JNJ Long
7/31/2013
-0.2%
-4.0%
10.1%
Organovo And The Dream Of Printing Body Parts ONVO Long
7/28/2013
13.6%
41.4%
24.0%
Abbott Labs And The Peripheral Stent Market ABT Long
7/24/2013
2.1%
1.0%
19.7%
Bloodless Heart Pump: Good News For Heart Failure Patients SSH Long
7/16/2013
60.4%
61.2%
-22.1%
From Party Drug To Antidepressant: Johnson & Johnson Vs. Rivals JNJ Long
7/10/2013
-0.9%
7.7%
22.0%
Thoratec And The War In Heart Pumps THOR Long
7/9/2013
20.0%
16.1%
8.2%
Celgene Vs. Johnson & Johnson: The Race In Blood Cancer CELG Long
7/1/2013
30.7%
40.5%
47.2%
Could Medtronic's Medicated Balloon Possibly Replace Stents? MDT Long
6/27/2013
3.5%
12.7%
27.1%
Regeneron's New Asthma Drug And Its Fierce Competitors REGN Long
6/26/2013
30.3%
18.8%
19.3%
Johnson & Johnson Acquires Another Likely Blockbuster JNJ Long
6/25/2013
2.8%
9.4%
27.5%
Successor To Humira? AbbVie And Galapagos Work On It ABBV Long
6/17/2013
11.7%
27.0%
30.7%
Abbott Labs' Absorb And The Dissolvable Stent Race ABT Long
6/12/2013
-4.2%
0.4%
11.4%
Celgene Moves Fast And Early In Expanding Its Pipeline CELG Long
6/10/2013
26.2%
44.9%
38.0%
Medtronic: CoreValve's Long Road To U.S. Approval MDT Long
6/5/2013
5.9%
12.9%
24.2%
Johnson & Johnson's Potential Blockbuster For Multiple Myeloma And Its Competitors JNJ Long
6/3/2013
3.5%
13.4%
25.4%
Regeneron's Blockbuster Drug Eylea And Its Potential Competitors REGN Long
5/30/2013
-3.9%
16.5%
21.7%
Gilead Sciences' Move Into Cancer Drugs GILD Long
5/26/2013
7.5%
32.4%
44.1%
Ariad's Cancer Drug Iclusig Extends The Gleevec Magic ARIA Long
5/22/2013
-4.3%
-79.5%
-65.6%
Bristol Myers Squibb And The New Wave Of Cancer Drugs BMY Long
5/20/2013
-4.9%
19.4%
13.9%
Pfizer's Direct-To-Consumer Campaigns: A Model For The Future? PFE Long
5/13/2013
0.5%
10.2%
2.7%
Billions In Renal Denervation: Medtronic, St. Jude MDT Long
5/10/2013
13.2%
19.3%
24.9%
After AbbVie's Humira: What Next? ABBV Long
5/6/2013
0.9%
8.9%
17.4%
EPO Pills: A Challenge For Amgen And Johnson & Johnson AMGN Long
5/2/2013
3.7%
13.4%
8.4%
Enbrel's Asian Biosimilar Competitors PFE Long
4/26/2013
-1.6%
3.4%
5.6%
Merck's Promising Vaccine Empire MRK Long
4/19/2013
1.6%
-0.1%
23.1%
Sarepta Vs Glaxo In The Race To Treat Muscular Dystrophy SRPT Long
4/17/2013
25.0%
31.1%
-30.5%
Is Celgene's Apremilast A Potential Blockbuster Or Not? CELG Long
4/11/2013
9.7%
24.5%
11.3%
Abbott Laboratories' Golden Goose: The Nutrition Business ABT Long
4/9/2013
-4.9%
-8.8%
4.5%
Pfizer's Prevnar 13: The World's Leading Vaccine And Its Competitors PFE Long
4/4/2013
-4.4%
1.1%
13.9%
Celgene's Star Drug Revlimid And Its Competitors CELG Long
3/30/2013
-0.1%
31.7%
19.0%
Biogen And The Progress In Multiple Sclerosis Treatment BIIB Long
3/25/2013
13.0%
37.1%
76.9%
Gilead And Its Competitors In The Hepatitis C Race GILD Long
3/21/2013
9.6%
43.4%
61.8%
Express Scripts And The Battle With High Drug Prices ESRX Long
3/18/2013
6.4%
6.3%
30.2%
Amgen's Master Plan To Generate Biosimilar Blockbusters AMGN Long
3/15/2013
6.6%
26.4%
35.9%
Agilent And The Boom In Companion Diagnostics A Long
3/14/2013
1.9%
12.5%
29.3%
Alexion And The Super Drugs At Super High Prices ALXN Long
3/11/2013
1.5%
25.2%
91.9%
Pfizer's Xalkori And The Progress In Lung Cancer Drugs PFE Long
3/6/2013
0.8%
2.3%
19.2%
Amgen Benefits From Affymax Recall AMGN Long
3/5/2013
1.7%
21.9%
37.5%
Johnson & Johnson's Pioneering Zytiga And Its Competitors JNJ Long
2/24/2013
15.7%
18.8%
24.1%
Pfizer's Long-Term Strategy: A Possible Breakup PFE Long
2/18/2013
5.4%
4.1%
18.8%
Celgene And The Race To Cure Multiple Myeloma CELG Long
2/15/2013
29.0%
32.9%
63.2%
Intuitive Surgical Fighting Off Short Sellers ISRG Long
2/1/2013
-14.5%
-31.6%
-28.9%
Express Scripts And Competition In Pharma Benefits ESRX Long
1/25/2013
7.1%
23.2%
35.4%
Celgene's Long-Term Plan For Generating Blockbusters CELG Long
1/14/2013
25.9%
37.8%
71.0%
Edwards Lifesciences' Very Good Year EW Long
12/21/2012
-10.8%
-27.6%
-29.0%
Ariad's Wonder Drug For Leukemia Patients ARIA Long
12/17/2012
8.1%
-11.7%
-79.4%
Gilead Sciences' Stock Dividend And What's Behind It GILD Long
12/14/2012
21.6%
38.4%
89.2%
Pharmacyclics And Promising Advances In Leukemia Treatment PCYC Long
12/13/2012
46.0%
40.0%
71.9%
Gilead Sciences Leads The Race In Developing A Hepatitis C Pill GILD Long
12/8/2012
22.4%
42.4%
99.3%
Pfizer And Bristol's Search For Antidote To Blood Thinners And Lawsuits PFE Long
12/7/2012
11.6%
12.5%
27.5%
Exelixis's Promising Pipeline Of Drugs EXEL Long
12/4/2012
0.0%
2.9%
28.9%
Giant Intuitive Surgical Moves Into New Types Of Surgeries ISRG Long
11/2/2012
7.9%
-9.1%
-31.2%
Biogen Idec And The Race To Cure Multiple Sclerosis BIIB Long
10/12/2012
-2.3%
40.6%
59.5%
Bristol-Myers Squibb And The Promise Of Cancer Immunotherapy BMY Long
9/25/2012
-3.5%
21.0%
42.4%
Edwards Lifesciences And The Booming Heart Valve Business EW Long
8/22/2012
-16.0%
-13.3%
-27.4%