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GILD
Gilead Sciences, Inc. - NASDAQ

7/10/2014, 5:49 AM ET
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  • Gilead Sciences Has A Realistic Path To $100
    Tim McAleenan Jr. Mon, Jul. 7 41 Comments

    Summary

    • Gilead does an excellent job of maintaining ownership over its active drug ingredients, and this creates cash cows that add significant contributions to cash flow per share figures.
    • The company is ruthless at repurchasing its own stock (it even repurchased its stock throughout the financial crisis) and is set to retire 5-6% of its outstanding shares.
    • The only concern with Gilead is that it may not be able to maintain its 44% profit margins indefinitely, as charging $1,000 per pill for Sovaldi may prove unrealistic.
  • Gilead Sciences Breaks Out To New Highs, Expect Further Gains To Follow
    Alexander J. Poulos Wed, Jul. 2 82 Comments

    Summary

    • Gilead Sciences' shares have been moving sideways for the past month, as the bulls and bears battle it out.
    • The shares have broken out decisively today to the upside.
    • I expect a quick run to $90 before GILD releases its earnings report.
  • Why Gilead Is My Next Apple
    Bret Jensen Mon, Jun. 30 189 Comments

    Summary

    • Gilead Sciences is the biggest position in my portfolio much like Apple was at this time last year just before its huge rally.
    • Gilead's value is misunderstood by most of the market just like Apple's was just 12 months ago.
    • However, there are reasons the shares should deliver the same type of outperformance over the next 12 months as Apple has delivered over the last year.
  • The Hidden Side Of Sovaldi's Untapped Markets: Gilead's Rise Is Certain
    Sydney Mbachu Mon, Jun. 30 44 Comments

    Summary

    • Sovaldi sales could top $400 billion in the next 15 years; only $2.4 billion of that has been realized as of Q1 2014.
    • I predict Q2 sales value of $6 billion based on untapped U.S. markets and sales trends in the two trailing quarters.
    • Public image over Sovaldi's $1,000/pill price appears to be one of the few potential threats to GILD share price upward trajectory.
    • Overall, GILD appears to be a safe investment for the long term.
  • Gilead Will Continue Its Rise
    IAEResearch Thu, Jun. 26 42 Comments

    Summary

    • Increased screening in the domestic market will likely result in an increase in the target market for Sovaldi.
    • Sales growth from the domestic as well as the global markets will remain strong for the company, due to the massive size of the target market.
    • Developing economies will be important for the sales growth, as the number patients with HCV infection in these countries is very high.
  • Gilead Sciences: 7 Different Insiders Have Sold Shares This Month
    Markus Aarnio Thu, Jun. 26 31 Comments

    Summary

    • 7 insiders sold Gilead stock within one month.
    • The stock was not purchased by any insiders in the month of intensive selling.
    • 2 of these 7 insiders decreased their holdings by more than 10%.
  • GILD May Be A Good Short This Week
    Stock Traders Daily Wed, Jun. 25 83 Comments

    Summary

    • GILD was chosen as the Stock of the Week for this week.
    • The stock has great potential, but possible hurdles too.
    • That makes it great for trading.
  • 4 Convincing Reasons Why Gilead Sciences Should Continue Soaring
    Renu Singh Wed, Jun. 25 31 Comments

    Summary

    • Strong sales of Gilead’s Sovaldi inspired a terrific quarter.
    • Recently-announced insurance program should further boost Sovaldi’s sales.
    • Stribild is also gaining pace.
    • Given the massive potential of the Hepatitis C market, Gilead Sciences should continue soaring.
  • Analyzing The Hepatitis C Market Size: Why It May Have Bullish Implications For Gilead
    DoctoRx Mon, Jun. 23 73 Comments

    Summary

    • Hepatitis C has suddenly changed from a chronic illness to a curable one.
    • Given that it is much more prevalent than HIV, the market opportunity to provide the cures is large.
    • This article discusses some of the many variables that affect investing decisions in approaching this market, with emphasis on the market leader, Gilead Sciences.
  • Sovaldi And Drug Pricing: The United States Of Saps
    YCharts Thu, Jun. 19 109 Comments

    Summary

    • Gilead (GILD) shares have been rising in recent years on heightened expectations of the hep-C drug, and in the chart below one sees the increasing forward PE ratio propelling the shares.
    • Gilead's valuation - about 13 times expected forward earnings -- now has priced into it substantial doubt about the company's ability to maintain its Sovaldi pricing.
    • Investors are wondering what will happen to pricing; whether there are enough well-insured (including by the government) hep-C patients to propel and sustain sales of all three companies' drugs; and how pricing and regulatory approvals will play out overseas.
  • Market Consensus For Gilead's Q2 Revenue At $5.3B Is $0.5B Light
    Michael Grove, CFA Mon, Jun. 16 62 Comments

    Summary

    • Based on weekly prescriptions, Sovaldi Q2 revenue estimate $2.6B-$3.8B.
    • Gilead's Q2 total revenue estimate $5.2B-$6.4B.
    • Market consensus $5.0B-$5.5B.
  • Merck's Acquisition Of Idenix Pharmaceuticals Is An Admission Of Inferiority To Sovaldi Regimens

    Summary

    • MRK's decision to risk $3.85B of shareholder capital for IDIX "Nuc" assets was driven by its revelation that MK-5172+MK-8742 regimens will require a "Nuc" for activity in GT 2/3.
    • It is an admission by MRK that its MK-5172+MK-8742 combo is not competitive, relative to GILD's 3rd and 4th-wave regimens.
    • Immense developmental, clinical, and regulatory risks remain with IDIX "Nucs".
    • GILD trades at ~25% discount to MRK shares on 2014E and 30% discount on 2015E.
    • Use any weakness to accumulate GILD ahead of 3 catalysts in 2014.
  • Gilead Sciences: Killing The Competition With Sovaldi; But Does This Make Gilead A One-Trick Pony?
    David White Mon, Jun. 9 49 Comments

    Summary

    • Sovaldi sales were $2.27B in Q1 2014, or about 50% of antiviral sales and 45.5% of total revenues.
    • Many think there is considerable upside to Sovaldi's FY2014 sales estimates, which are already about $9B.
    • GILD also has a great pipeline that should add a good amount to sales over the next several years.
    • Based even on conservative Sovaldi sales estimates, GILD's PE should be 13 or lower at the end of 2014, at the current stock price. This gives the stock upside.
  • Gilead Down On Merck-Idenix Deal, But Little To Fear
    William Meyers Mon, Jun. 9 36 Comments

    Summary

    • Merck is acquiring Idenix for its hepatitis C pipeline.
    • Gilead, which had $2.3 billion in hepatitis C revenue in Q1, sold off on the news.
    • The state of the combined Merck-Idenix pipelines indicates Gilead remains well ahead.
    • The valuation of Idenix indicates its therapies are unlikely to beat Gilead's.
  • Gilead Valuations Set To Look Better In 12 Months
    Stock Traders Daily Thu, Jun. 5 49 Comments

    Summary

    • Currently, Gilead looks rich, with a 30x multiple.
    • But if EPS levels at least hold, that will change.
    • Between now and then, the stock is likely to be volatile and great for traders.
  • Recent Developments In Gilead's Non-Hepatitis C Programs
    DoctoRx Tue, May. 27 78 Comments

    Summary

    • Gilead Sciences has had so much publicity over Sovaldi that investors may be paying insufficient attention to the rest of the company.
    • This article updates readers about new developments at Gilead.
    • The news flow suggests to me that the upswing in the stock price may have strong "legs".
  • Gilead: Sovaldi Pricing Ethically And Economically Justified
    Bryan Boulden Thu, May. 22 81 Comments

    Summary

    • Sovaldi is fairly priced for the U.S. market and investors should expect Gilead to successfully defend the drug's price.
    • Sovaldi's $84,000 price tag is a bargain compared to alternative drugs and the cost of long-term care of chronic Hepatitis C infection.
    • Investors should use the persistent market concern over Sovaldi pricing as a buying opportunity.
  • Gilead: The Cheapest Large Cap Growth Story In The Market
    Bret Jensen Tue, May. 13 103 Comments

    Summary

    • Gilead Sciences is the largest position in my portfolio, as it is the best large cap growth story in the market, in my opinion, right now.
    • Even though the company just crushed expectations on its last earnings report, investors are slow to realize its growth potential.
    • The stock is significantly undervalued compared to its big biotech brethren, as well as the overall market. Substantial upside lies ahead.
  • Gilead: A Fortunate Confluence Of Events
    Bryan Boulden Tue, May. 13 26 Comments

    Summary

    • Gilead Sciences represents one of the best investment opportunities in the S&P 500.
    • Gilead's Sovaldi is the start of a revolutionary new Hepatitis C franchise with growth potential that is currently difficult for analysts to model.
    • A fortunate confluence of events including perceived Sovaldi pricing pressure, a sector sell-off, investor aversion to momentum stocks, and concern over competition has led to a unique investment opportunity.
  • A Physician Compares Gilead's And AbbVie's Hepatitis C Products
    DoctoRx Mon, May. 12 98 Comments

    Summary

    • Hepatitis C, which afflicts perhaps 150 million humans, is now highly curable.
    • The current leader in bringing drugs to market for this disease is Gilead Sciences.
    • AbbVie, the new company that is the pharma division of Abbott Labs, is in second position.
    • This article describes the disease and its treatments, and suggests how investors may wish to think about the stocks of Gilead and AbbVie.
GILD vs. ETF Alternatives
Company Description

Gilead Sciences Inc is a research-based biopharmaceutical company that discovers, develops and commercializes new medicines for different medical sectors.

Sector: Healthcare
Industry: Biotechnology
Country: United States