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  • Despite Recent Hiccup, Gilead Is Still A Blue Chip Gem [View article]
    The sales/marketing goal of Harvoni is to have physicians prescribe Harvoni for 8 weeks for patients w/out severe liver damage. Is this happening? I have contacts in the field telling me HCV patients with F1-2 liver damage are being denied (Medicaid & Private Insurance).
    Nov 27, 2014. 08:39 AM | Likes Like |Link to Comment
  • Despite Recent Hiccup, Gilead Is Still A Blue Chip Gem [View article]
    Bret, I'm hearing state Medicaid departments are clamping down on approving Harvoni new patient starts. This has also migrated to private insurance. Is this a function of budgets being stretched at year end or warehousing patients ahead of impending Abbvie's HCV approval? What are your thoughts on Gilead contracting as competition enters the market? Is France a glimpse of how Gilead will contract? Volume utilization or market share discounts?

    Thanks for keeping us focused on the prize!
    Nov 25, 2014. 11:22 AM | 2 Likes Like |Link to Comment
  • Apple's New Television Opportunity [View article]
    Hope you have been short. Thanks for your money. LOL
    Oct 31, 2014. 07:52 AM | 1 Like Like |Link to Comment
  • Gilead: Catalysts In Place For A Big October [View article]
    Bret - I've got a colleague in the specialty pharma business. He told me he already has 50+ referrals for Harmoni the 1st week of market availability. That is double what he had for Sovaldi.
    Oct 21, 2014. 09:19 AM | 1 Like Like |Link to Comment
  • Gilead: Catalysts In Place For A Big October [View article]
    Augustus - you are partially correct. I've been in the Pharma/Biotech industry for 25 years. The second market entry will not engage in a price war with Gilead. The third entry will cause price/margin destruction. Abbvie Management has already indicated as much. GILD has demonstrated success and proficiency in the HIV market. They remain the leader. HCV will be similar.
    Oct 21, 2014. 09:17 AM | 1 Like Like |Link to Comment
  • Update: Apple Q4 '14 Earnings [View article]
    This article is a bit premature. Apple trades to a well established script. It runs up into product introductions, sells off the day of product intro, usually trades down for the remainder of 3Q (share buybacks mitigated this move) and runs up into the holiday season. This product cycle has been no different. The best is yet to come once options positions are unwound!

    Long Apple into the holidays.
    Oct 21, 2014. 08:08 AM | 1 Like Like |Link to Comment
  • With Harvoni Approved, Here's What's Next For Gilead Sciences [View article]
    This has much to do with forced liquidations tied to hedge funds, ETF's and money managers. This occurred back in April when GILD fell to $65. This created an awesome buying opportunity. I'm waiting for selling to conclude and then go long GILD. I'm projecting a range of 15,500-14,000 Dow and SPY 180-160. Wait until the VIX comes down. I've been raising cash with the idea of buying GILD and Celgene!

    Good luck.
    Oct 16, 2014. 07:02 AM | Likes Like |Link to Comment
  • Updating My Price Target On Gilead Sciences [View article]
    What is your take on Abbvie and it's HCV products? Will Abbvie management put price pressure on GILD? I'm bullish on GILD. Looking to add to my current position on market weakness.
    Oct 13, 2014. 10:43 AM | Likes Like |Link to Comment
  • Gilead: Catalysts In Place For A Big October [View article]

    Where does GILD stand on UK and EU approval of combo HCV approval?
    Oct 6, 2014. 12:07 PM | Likes Like |Link to Comment
  • Update: European Positive Opinion About Gilead's Harvoni Supports Our Bull Case [View article]
    The greatest advancement Harvoni offers is the elimination for the use of Peg Interferon. This is a major advantage for HCV patients. Gilead management will also use this combo drug to go after less severely ill HCV patients. This equals more patients and for socialized medicine a greater price/return on investment benefit.

    Long GILD
    Sep 30, 2014. 08:13 AM | Likes Like |Link to Comment
  • Gilead: Still 50% Upside Left In The Stock [View article]
    Bret - Another excellent article on GILD. I've been making serious profit from call options 2-3 months out and keep rolling them forward. I have a few peers who work for GILD. All the doubters about GILD Management's ability to manage Sovaldi - why? They already have demonstrated a proven track record in maintaining a leadership position in the HIV market. The same scenario is playing out in HCV. Approval of the combo product will target HCV positive patients earlier in the disease process. GILD Management has clever pricing developed to make it attractive for insurance companies and governments to sign on.

    I'm looking forward to your next LONG call.
    Sep 18, 2014. 06:24 PM | Likes Like |Link to Comment
  • Apple Watch Is Out... Investors Should Watch Out [View article]
    Michael - you've been wrong so many times. Throw another one on the pile. The watch will be a hit.
    Sep 10, 2014. 08:08 AM | 3 Likes Like |Link to Comment
  • 3 Reasons The Apple Launch Disappointed [View article]
    Anything short of bringing Steve Jobs back from the dead isn't going to be good enough. Let's see how sales/margins do in the 4Q? I shielded my position with protective puts. My toughest decision will be - how far will Apple pull back? I placed my Put position when Apple was +3.25 yesterday.
    Sep 10, 2014. 08:06 AM | 1 Like Like |Link to Comment
  • Apple iPhone 6: iPhone 5 Déjà Vu Or New Highs? [View article]
    I have accumulated a rather large position in Apple since it's rebound from $395 pre-split. It's difficult to project how Apple stock will perform - however, the company is being managed differently from a shareholder's perspective. I've purchased the October 95 Puts as insurance against my position. If the stock rockets higher - I'll gladly give up the $1.80 per contract. I find this a better option than writing covered calls. If Apple drops to $80 - I can stick my position to someone at $95 and consider my next move. We'll find out soon!
    Sep 8, 2014. 03:33 PM | 2 Likes Like |Link to Comment
  • Time To Take Linn Energy Out Of The Penalty Box? [View article]
    Based on the excellent execution of Linn's new strategy, when do you see an increase in dividend/distribution? 2015?
    Aug 27, 2014. 09:15 AM | Likes Like |Link to Comment