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  • Eli Lilly: 2014 Predictions [View article]
    Interesting point. I guess the main issue is the fact that Lechleiter acknowledges that "This will be Eli Lilly's most financially challenging year":

    But takes counter productive decisions.

    When Prozac lost patent Lilly had to go through a massive cost reduction exercise. Current management is simply throwing precious cash to buy back shares instead of using it on a strategically thought of initiative.

    They are kind of out of touch with reality, probably on Prozac themselves, which is known to give an elated sense of unjustified optimism.

    We like Lilly, unfortunately it needs both a change of leadership and a paradigm shift. That is why we added the "Without a major catalyst" close at the end of the article.

    Thank you for a real thoughtful comment Eweball.
    Jan 21, 2014. 03:19 PM | 3 Likes Like |Link to Comment
  • Don't Short Gilead Sciences Just Yet [View article]
    "Also, remember that current therapy for Hepatitis C, if one includes a PI, is $70000+, yet is less effective and has greater side effects than the upcoming all-oral therapies."

    Totally with you on this one Len. Personally, I think the breakthrough is in the biotech. Sovaldi targets subunits in the "virus" itself and stops its replication cold in its tract. Interferon, with all its side effects, is a simple immune stimulant.

    Many thanks for the backgrounder - - -,
    Dec 13, 2013. 02:13 PM | 3 Likes Like |Link to Comment
  • Eli Lilly: 2014 Predictions [View article]
    Joey, thank you for sharing - - -,

    However, there are always two sides to every story. Lilly is a solid company and we love it. You might wish to take a look at this movie before you totally abandon the stock:

    Hope you enjoy good old solid flicks. James Garner is playing a really cool Ross. I personally like how he says ".... the company is shitting green."

    Enjoy ;))
    Jan 22, 2014. 08:49 AM | 1 Like Like |Link to Comment
  • Don't Short Gilead Sciences Just Yet [View article]
    From Gilead's website:

    3rd bullet point: "Most patients will pay no more than $5 per co-pay."
    Dec 13, 2013. 02:07 PM | 1 Like Like |Link to Comment
  • Don't Short Gilead Sciences Just Yet [View article]
    The $9.5 billion figure is actually the average of six analysts’ estimates compiled by Bloomberg:

    Matthew Roden, from UBS, says it could surpass $13 billion in this interesting New York Times article:.

    Thank you ajax - - -,
    Dec 13, 2013. 12:21 PM | 1 Like Like |Link to Comment
  • Celgene: Strategic Valuation For Fund Managers And Institutional Investors [View article]
    Ziemz, I think Celgene is a very healthy company and I mentioned that Revelmid trend is slower growth, evident from its five year trend, not decline. I do believe that current valuation ratios in the biotech / pharma space are frothy. Let us keep our fingers crossed on the $175. That would be interesting indeed.
    Sep 10, 2013. 03:16 AM | 1 Like Like |Link to Comment
  • Celgene: Strategic Valuation For Fund Managers And Institutional Investors [View article]
    Thank you Cora for the positive feedback. The interesting point is the fact that management feels it needs to buy back its own shares at such high valuations.

    I still remember when stock buy back used to be reserved for situations when management felt that their share price was undervalued. IMHO, they would deliver better long term value to share holders if they simply invest the cash in treasury bills.
    Sep 9, 2013. 03:34 PM | 1 Like Like |Link to Comment
  • Bristol-Myers Squibb: The Untold Story Of Led Zeppelin [View article]
    Thank you for stopping by Bio, I loved your article - - -,

    I personally believe that we are in a period of disconnect between price and value due to quantitative easing, so absolute pricing of assets means little. I simply tried to compare it to its peers.

    BMY price might actually go up, it was the 17th largest global pharma company in 2012 and will be pushed down the line in 2013. Would not be able to make it alone and will be acquired for sure.
    Jun 7, 2013. 04:37 AM | 1 Like Like |Link to Comment
  • Pfizer's Post-2012 View Remains Void Of Necessary Catalysts [View article]
    Nice article, totally agree and would like to add to the investment thesis Pfizer's patent cliff:

    It puzzles me that the share price still defying gravity. I guess it is Pfizer that is doing the buying through its share buy back initiative.
    Dec 5, 2012. 10:10 AM | 1 Like Like |Link to Comment
  • Buy Pfizer With A 7.85% Discount Through Options [View article]
    Nice article, the option play is way beyond me though :) Just wanted to update profile section "PFE's top sellers include cholesterol-lowering Lipitor ...", unfortunately, Lipitor is no more:

    I also find this statement "The majority of analysts (88.2%) rate Pfizer as a buy" quite amusing at PE of 19, plays to the side of the "madness of the crowd" rather than the "wisdom" of the crowd.

    Correct me if I am wrong - - -,
    Nov 7, 2012. 04:15 AM | 1 Like Like |Link to Comment
  • Is Eli Lilly Still A Solid Dividend Investment For The Long Run? [View article]
    Great topic, inspired me to join Seeking Alpha just to post my own view on the issue:

    Would love to hear your feedback and any hedging strategies you might recommend.
    Nov 1, 2012. 11:26 AM | 1 Like Like |Link to Comment
  • Forest Laboratories: Merck's Saphris Acquisition Is A Good Move [View article]
    dms4761, can't thank you enough for bringing up such a topical issue.

    Our stance, as a team, on this issue is that biological psychiatry has gone too far in classifying mental disorders and prescribing drugs to treat them:

    The only way to go forward, in the 21st century which could be considered as the century of brain, is to openly discuss the concept of "thought modifying drugs" and start exploring the brain and its many varieties of thought patterns in a positive, as opposed to a negative disease entity, perspective.

    If that paradigm is shifted, then the field of "thought modifying drugs" can be seen as infinite:

    I think you've just initiated an interesting area for exploration for our new year SA article publishing agenda.

    As a team of analysts and consultants yourselves, you are more than welcome to join us in this MAD Pursuit:

    Wishing you a happy, prosperous and successful 2014
    Dec 26, 2013. 05:52 AM | Likes Like |Link to Comment
  • Don't Short Gilead Sciences Just Yet [View article]
    Very much in accord Caveman, this paradigm shift in hepatitis C treatment is going to be big for all involved, and infected baby boomers will be the ultimate beneficiaries. I think more retirement funds should add these companies to their portfolios.
    Dec 13, 2013. 02:20 PM | Likes Like |Link to Comment
  • Gilead Sciences: Sovaldi Hepatitis C Pill Approved [View article]
    Hepper, thank you for stopping by and commenting. The way we see it:

    The Fed prints $85 billion per month and this money need to be channelled into the real economy to translate into jobs. They can go to General Dynamics to produce more war toys or, alternatively, they can go into medical research.

    They did pay $11 billion for the drug and spent another two developing it without even an assurance that it would get approved.

    "I need a good laugh right about know! "

    Sorry, biogeeks jokes :)))
    Dec 10, 2013. 07:05 AM | Likes Like |Link to Comment
  • The Billion Dollar Molecule [View article]
    Recent rise in price was mainly due to recent Neratinib updates:

    I guess the jury is still out on this one. Wouldn't burst their bubble though.

    Thank you bullzone for the positive feedback, very much appreciated - - -,
    Dec 9, 2013. 09:19 PM | Likes Like |Link to Comment