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BTNelson33

BTNelson33
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  • Gilead - What Could Possibly Go Wrong This Time? [View article]
    So, do support buying Vertex or Receptos or Intercept? Perhaps all 3. Rates are still close to zero!
    Apr 30, 2015. 07:20 AM | Likes Like |Link to Comment
  • Gilead - What Could Possibly Go Wrong This Time? [View article]
    I'd like to have more dead money like my Apple position. It's up 70%+ since last April. GILD had to take a breather. It's traded sideways for 9 months. Fortuntaley I haven't been in the stock for 9 months - only 6. It's been a great buy and write covered calls kind of stock. Add a dividend and I will make 10-15% while I wait. Fine with me. I also have protective Puts going into EA.
    Apr 30, 2015. 07:18 AM | 3 Likes Like |Link to Comment
  • If This Is A True Sell-Off In Biotech... [View article]
    How do you feel about the IBB bouncing off the 50 MA. I played this bounce with the April Monthly 340 calls. It was a triple. Bought at 7 and sold at 21. This trade has worked 6 out of 7 times. Is this period different?
    Apr 29, 2015. 07:41 AM | Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    Your lengthy position clearly explains why you shouldn't take any core positions in biotechnology. You are off base on many of your comments. For example, HCV treatment prices have dropped from $200K to $50K per patient while cure rates have increased from 50% to 97-100%. Once again, headlines have the story completely wrong just to get your attention. 50% of GILD's revenues and profits come from the HIV sector not HCV. GILD is building an oncology portfolio and adding to cardiology portfolio. Enough said.
    Apr 16, 2015. 08:53 AM | 1 Like Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    HCV cures will not bankrupt the healthcare system. HCV prices have dropped from $200K to $50K per patient and the cure rate has increased from 50% to 97-100%. Peg Interferon is not necessary Tx in most HCV patients any longer. The big question the street has with GILD - is HCV revenues and profit margins sustainable? The market is also having trouble pricing an absolute "cure" vs treatment of chronic disease.

    Technology in and of itself is not a sustainable competitive advantage. As in HIV, GILD has demonstrated the ability to improve treatments of viral disease treatments to stay ahead of competition. Long GILD!
    Apr 16, 2015. 08:47 AM | 2 Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    Most biotech companies don't share much about their R&D and potential M&A's. GILD is a prime example to buy the "set-up" not the event. We need to see the next "set-up". Perhaps NASH is going to be next growth market for GILD?
    Apr 16, 2015. 08:36 AM | Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    GILD's 1Q EA is the most important for the company in years. Management must prove that HCV revenues and profits are sustainable. If it can't prove this - GILD turns into a short and the sharks will smell blood in the water. I'm long. But will take some protection going into 1Q EA.
    Apr 16, 2015. 08:33 AM | 3 Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    I've been buying a few hundred shares every time GILD drops down to $98. I'm looking forward to the 2Q dividend - but unfortunately GILD doesn't pay a dividend yet. It will make met feel better when they start paying me some O'leary's.
    Apr 16, 2015. 08:30 AM | Likes Like |Link to Comment
  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    Stick to business Dana. You are playing with dynamite. Enjoy your SA articles.
    Apr 16, 2015. 07:50 AM | 8 Likes Like |Link to Comment
  • Google Fiber Takes Internet Access To The '90s - The 1890s [View article]
    Apple is not getting into search. I'll bring you back to Apple Maps. The Government would shut that down in a heartbeat. Apple is plenty big. Much bigger they become a monopoly. Not good for any consumer.
    Apr 16, 2015. 07:48 AM | Likes Like |Link to Comment
  • Meet Your New Wireless Provider: Google [View article]
    Does anyone know or understand the profitability Google obtains from their Fiber projects? Slow and steady is an excellent plan - especially for a disruptor like Google!
    Mar 13, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • Case Builds For Owning Amgen [View article]
    Bret, what are the chances we experience a major pull back in the IBB as a result of last years major drop? Tax related 52-56 weeks long term capital gains related selling? Major IBB buying took place in March/April as the index recovered in early May.

    Looking for a better entry price to go long.
    Mar 5, 2015. 07:51 AM | 1 Like Like |Link to Comment
  • Gilead: No Reason To Panic Here [View article]
    If a payor does a deal with Abbvie, they still need GILD's HCV solution for 40% of cases. If a payor does a deal with GILD - they don't need Abbvie or Merck. The decrease in price will allow more HCV patients to be treated. Other than Express, GILD has outsold Abbvie. Not sure about the state level. Bret, what is your view on this?

    Long GILD.
    Feb 13, 2015. 09:13 AM | 3 Likes Like |Link to Comment
  • Gilead Management's Conservative Guidance Offers Investors A Dip To Buy Into [View article]
    Apple -iPhone only has 25-30% market share world wide. I think it did rise above 50% in the US with iPhone 6 and 6+.

    Right on,

    Long Apple and GILD
    Feb 13, 2015. 08:49 AM | Likes Like |Link to Comment
  • Gilead Management's Conservative Guidance Offers Investors A Dip To Buy Into [View article]
    The market's focus on Sovaldi/Harvoni sales is taking away from the other 50% of GILD's business. The same strategies that allowed GILD to be dominant in HIV is playing out in HCV. If a payor does a deal with Abbvie, they still need GILD's solution for 40% of HCV cases at full list. If a payor does a deal with GILD - they don't need Abbvie or Merck.

    This allows GILD to focus on improving their clinical data lead and indications over competition. All GILD has to do is increase volume! The BAR is low. But I'm protecting my position with puts - just in case the patent case goes against GILD. That would be a disaster.
    Feb 13, 2015. 08:42 AM | 1 Like Like |Link to Comment
COMMENTS STATS
156 Comments
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