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GILD
Gilead Sciences, Inc. - NASDAQ

4/24/2014, 5:11 AM ET
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  • Gilead: X-Marks The Spot For Sovaldi Sales
    Dr. Paul Nunzio DeSantis, Pharm.D Yesterday, 9:05 AM 29 Comments

    Summary

    • Important takeaways from conference call.
    • Large upside to estimates from both the sell-side and buy-side.
    • We forecast $3-$3.5B in 4Q14 sales of Sovaldi/Ledipasvir.
    • Momentum and technicals have turned positive.
    • Notable enthusiasm for business development and licensing.
  • Sovaldi's Q1 Is A Home Run With Men On Base; Why Gilead May Triple From Here
    DoctoRx Yesterday, 8:52 AM 47 Comments

    Summary

    • Gilead Sciences is one of the leading growth pharmaceutical companies ever.
    • The company announced an in-line quarter for most of its products, but a monster one for its new product Sovaldi.
    • With a strong pipeline and lots of excess cash flow, Sovaldi looks to me like Apple in early 2010, ready to triple in the next few years.
  • Gilead Results Can Affect The Entire Market
    Stock Traders Daily Mon, Apr. 21 60 Comments

    Summary

    • Expectations are high for strong EPS growth.
    • However, GILD has increased by about 200% in advance already.
    • In addition, recent concerns about pricing pressures exist.
  • Why Gilead Sciences Is Heading To $80
    Wall Street Playbook Mon, Apr. 21 17 Comments

    Summary

    • Gilead is not as pipeline-deficient as some of its rivals.
    • Over the past four quarters, Gilead has posted an average profit increase of 25% year-over-year, including a 63% surge in profit in the February quarter.
    • Projecting revenue estimates out 3 to 4 years, factoring a conservative rate of 20% to 25%, these shares support a fair market value of around $85.
  • Ready For A Rebound? Gilead's $1000 Pill
    David Nelson Thu, Apr. 17 68 Comments

    Summary

    • Gilead (GILD) was Ground Zero in the Biotech Sell-Off.
    • GILD is where the sell-off started and may be where Biotechs make a stand.
    • GILD earnings could help turn the sector around.
  • Gilead Sciences May See A Healthy Earnings Beat

    Summary

    • The biotech industry went on a tear in 2013, but in 2014 we’ve seen a sharp selloff.
    • Gilead Sciences has also been part of that selloff, but the company has strong cash flows and earnings that separate it from other companies in the industry.
    • Strong Sovaldi launch, improving cash flows and strong product pipeline likely to drive Gilead earnings.
  • Gilead: This Baby Has Been Thrown Away With The Bathwater
    Fear & Greed Trader Wed, Apr. 16 41 Comments

    Summary

    • Contenders (those with fundamentals) vs. Pretenders ( development stage biotech companies).
    • All Biotech stocks are not the same.
    • Below market PE multiples indicates there is no "bubble" here.
    • Indiscriminate selling equals opportunity.
    • Not without controversy but opportunity outweighs the risks.
  • Gilead Sciences' Solvadi Is A Game Changer
    Alpha Strategist Mon, Apr. 14 25 Comments

    Summary

    • Antiviral products generate about 86% of the total revenues, and the product group is also vitally important for the company's top and bottom line growth.
    • Sovaldi, already approved in the US, Canada, and Europe, is undergoing a final testing phase in Japan, and indicated extremely positive results at the beginning of this month.
    • Sovaldi's efficacy emerges from the fact that the drug has a more than 90% cure rate among all the affected patients.
    • The US has filed a case against the drug, deeming it too expensive and out of reach of many affected patients who might want to use the drug otherwise.
  • Reevaluating Gilead Sciences After The Sell-Off
    DoctoRx Mon, Apr. 14 51 Comments

    Summary

    • Much news has occurred since I wrote about Gilead very recently.
    • The only material changes are for the better for new money investment.
    • The stock may now even appeal to value investors.
  • Express Scripts Trying To Shame Gilead Into Reducing Sovaldi Price: Who Is Really The Greedy One?
    Stock Doctor Wed, Apr. 9 57 Comments

    Summary

    • Investors should use the public shaming campaign by Express Scripts to add Gilead shares at a considerable discount.
    • Express Scripts is not really concerned about the rising price of drugs for Americans, but more about how it will impact its own bottom line.
    • Gilead may reduce their price once competition hits the market, but will still be priced at a premium due to the better efficacy and lower pill burden of their treatment.
  • A Physician-Businessman's Views Of Gilead, With Emphasis On Sovaldi
    DoctoRx Mon, Apr. 7 41 Comments

    Summary

    • Gilead Sciences is proving to be an immensely important corporation;it markets most of the leading AIDS treatments.
    • Gilead has now begun its worldwide rollout of Sovaldi, a paradigm changer in hepatitis treatment.
    • Yet the stock has gone nowhere since FDA approval of Sovaldi along with other good corporate newsflow.
    • This article engages in qualitative and quantitative analysis supporting the view that Gilead shares are severely underpriced.
  • Gilead Sciences: Strong Long-Term Growth At A Bargain
    Gaurav S. Sharma Tue, Apr. 1 45 Comments

    Summary

    • GILD is undervalued when considering growth rates.
    • GILD has a strong current portfolio and a proven track record for innovation.
    • GILD has strong financials.
    • GILD has the potential for 35%+ upside in the intermediate term.
  • The Hunt For Hidden Value: Gilead Gilded In Gold
    Shiv Kapoor Tue, Apr. 1 16 Comments

    Summary

    • Gilead has declined 20% from its recent 52-week high. This decline provides an opportunity to buy growth at a reasonable price.
    • The current drug portfolio supports current three-year forward earnings growth expectations at an annualized rate of over 25%.
    • The late stage pipeline provides a high margin of safety and potential for growth premiums to market growth over the coming five years.
  • Take Advantage Of Legislative Grandstanding By Buying Gilead At A Discount
    GuruFundPicks Thu, Mar. 27 34 Comments

    Summary

    • Legislative grandstanding gives healthcare investors another opportunity to accumulate Gilead shares at a discount price.
    • Gilead is priced attractively compared to its peer mega-cap pharmaceutical stocks, especially considering its high growth rate. We calculate a potential upside of at least 60% under current market conditions.
    • Gilead is also a favorite play among our hand-picked list of 330+ of Wall Street's leading fund managers, including 78 guru fund managers that accumulated shares in the latest quarter.
    • A rationale strategy would be to buy some shares here, and average down in increments if it falls towards the 200-day moving average in the high-$60's.
  • GILD, BIB, Others: How Worried Are Market-Makers About 'Government Pricing?'
    Peter F. Way Mon, Mar. 24 42 Comments

    Summary

    • Exercise of a federally-elected “bully pulpit” to play to the media and voters has some concerned about FDA further interference in setting prices of essential medications.
    • What looked (to the pols) to be a win-win public-relations ploy could turn out to be, in stead, a lose-lose.
    • Who was poorly informed? Or were there even more damaging presumptions afoot?
    • What was the widespread Wall Street reaction: “Fear and trembling” or a “Greater greed opportunity”?
  • Sovaldi's Patent War
    Peter Geschek Mon, Mar. 24 7 Comments

    Summary

    • Now that Sovaldi is a success, a number of companies want a piece of it.
    • Gilead will spare no expense in this fight.
    • Expensive court fights are part of the reason for high drug prices.
  • Gilead Is An Avoid
    Stock Traders Daily Fri, Mar. 21 107 Comments

    Summary

    • Biotech was in play on Friday.
    • Political Pricing Pressure in GILD was the cause.
    • There are no reasons to buy GILD here.
  • Sovaldi's Terrific Launch
    Peter Geschek Mon, Mar. 17 31 Comments

    Summary

    • Sovaldi, Gilead’s oral Hepatitis C drug, by all accounts is having a fantastic launch.
    • The usual bickering about its high cost is louder than usual because of the large number of patients.
    • It’s time to consider the cost of not using this wonder drug.
  • Gilead Sciences' Novel Leukemia Drug Should Extend Company Profits
    Glen S. Woods Tue, Mar. 11 13 Comments

    Summary

    • Gilead Science, which is the top drug maker for Hepatitis and HIV treatments, is developing novel cancer drugs.
    • Its promising leukemia drug has been granted Breakthrough Therapy designation.
    • If approved would bolster the company’s revenue which is already predicted to reach $16 billion by 2016.
    • Gilead stock has a lot of room to continue to grow.
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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