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BTNelson33

BTNelson33
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  • Gilead Sciences Could Be A Dividend Growth Stock [View article]
    Keep this in mind, if a PBM does a deal with Gilead - they don't need Abbvie or Merck. If a Payer does a deal with Abbvie - they get to pay full list price for 40% of cases Abbvie V-Pak doesn't cover. Express started the war - but they did their patients a disservice!

    Let's also keep in mind Gilead is an innovative biotech company with lots of cash. Management relies heavily on equity for retention of top level employees. The wind is at an investor's back with a $15B share buy back program. Under promise and over deliver!

    Long Gilead
    Feb 11, 2015. 08:31 AM | Likes Like |Link to Comment
  • Some Pre-Earnings Release Observations About Gilead Sciences [View article]
    Hedge funds do what they do. However, many Hedge funds have lost money the last 3-4 years. How much short interest is in GILD? Could be a catalyst for a move higher?
    Feb 3, 2015. 08:46 AM | Likes Like |Link to Comment
  • Apple Fiscal Q1: Eye-Popping Results To Come [View article]
    I recently purchased two iPhone 6+'s through Verizon. The size of iOS8 pushed me into the 64GB category. This has to push AVS price dramatically higher? If your projection of 68M is correct - Apple shares are on track for $130 (Technical Analysis).
    I'm curious to how many customers switched from Samsung to Apple due to larger screen size? I'm seeing much more of this in the past 3 months than ever before.

    Long Apple.
    Jan 22, 2015. 08:27 AM | 12 Likes Like |Link to Comment
  • 4 Reasons I'm Adding Gilead To My Healthcare Holdings [View article]
    Internal Gilead Memo to employees.
    Dec 26, 2014. 09:17 AM | Likes Like |Link to Comment
  • 4 Reasons I'm Adding Gilead To My Healthcare Holdings [View article]
    In light of the ESRX snap decision, I'm expecting GILD Mgt to:
    - Negotiate innovative contracts with ESRX PBM competitors. CVS/Caremark will be winners.
    - GILD must negotiate contracts with individual State Medicaid Departments.

    What is ESRX going to do with patients who cannot tolerate Viekera Pak? So ESRX sends a patient 50K of Viekera Pak. Patient can't keep down the medication. Does the patient send it back? Then ESRX sends the patient Harvoni? Don't need too many of these type of patients to lose a lot of $$$$.

    GILD is still negotiating with ESRX. The ESRX CEO created this situation. Let's see how it turns out. My guess is the law of unintended consequences smacks ESRX!

    Buying GILD at $85 is a great opportunity.
    Dec 24, 2014. 10:16 AM | 4 Likes Like |Link to Comment
  • Gilead Sciences: Buy On The Drop? [View article]
    If so, they will be receiving a call from Eric Holder's Office. #Orangejumpsuit
    Dec 23, 2014. 01:08 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: Buy On The Drop? [View article]
    CVS has to compete against Express. It would benefit both CVS and GILD to strike a deal. If I'm GILD Mgt - I'm focusing on Individual State Medicaid contracts. That is where a bulk of HCV patients are located.
    Dec 23, 2014. 01:06 PM | 5 Likes Like |Link to Comment
  • There Is Still Time To Join The Gilead Bandwagon [View article]
    Wow - your comments really help Captain Obvious.
    Dec 17, 2014. 08:31 AM | Likes Like |Link to Comment
  • Gilead Sciences Stands Alone [View article]
    Revenue and profit sustainability is the only issue keeping GILD down.
    Dec 17, 2014. 08:24 AM | 1 Like Like |Link to Comment
  • There Is Still Time To Join The Gilead Bandwagon [View article]
    Make no mistake about it. There will be a winner and a loser.
    Dec 16, 2014. 09:22 AM | Likes Like |Link to Comment
  • There Is Still Time To Join The Gilead Bandwagon [View article]
    It's not an Apples-Apples comparison. This oversimplifies the issue.
    Dec 16, 2014. 09:20 AM | Likes Like |Link to Comment
  • Is It Time To Short Apple? [View article]
    A couple of issues with Doug Kass: 1) ASP 6/6+ is projected to increase 13% in 2015 ($685) due to increasing storage. 2) Apple is also projected to generate $65B in 1Q sales. The past two April Shareholder meetings produced major financial engineering. The amount of cash generated in1Q will allow for another "cash to shareholder" opportunity. 3) ApplePay, Beats/iTunes refresh, iHealth and IBM revenues will grow and lessen revenue declines between new product intro's.

    No doubt profit takers will put pressure on Apple shares. Doug Kass would love to re-create the same scenario Apple shareholders would like to forget about in 2012.
    Dec 11, 2014. 11:17 AM | 2 Likes Like |Link to Comment
  • What's Driving Our $120 Price Estimate For Apple? [View article]
    Apple share price is largely dependent on Mr. Market - short term. Long term- what's not to like about a company selling product as fast as they can make it. ASP moving from $605 to $685is a 13% move. Apply that to the law of large numbers.

    Long Apple!
    Dec 11, 2014. 09:13 AM | 1 Like Like |Link to Comment
  • Why Gilead Is A Better Buy Than AbbVie [View article]
    VA price for Sovaldi is $590. Not sure about Harvoni?
    Dec 8, 2014. 09:59 AM | Likes Like |Link to Comment
  • Why Gilead Is A Better Buy Than AbbVie [View article]
    Paulo,

    The incidence of nausea and vomiting associated with the Abbvie solution provides an opportunity for physicians and patients to get around "hard stops" placed by insurance. You can't force what patients can't tolerate. Is it really going to be an Apples vs Apples comparison? We'll soon find out what the FDA label says. Price is always an issue.
    Dec 8, 2014. 09:56 AM | 1 Like Like |Link to Comment
COMMENTS STATS
138 Comments
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