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BTNelson33

BTNelson33
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  • 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
  • Gilead Management's Conservative Guidance Offers Investors A Dip To Buy Into [View article]
    What is your take on the patent issues regarding Sovaldi? I have built a large position in GILD and have been utilizing protective puts to guard against dips in the stock and a potential negative patent outcome.

    Thanks for your view on this.
    Feb 13, 2015. 08:35 AM | Likes Like |Link to Comment
  • Gilead Management's Conservative Guidance Offers Investors A Dip To Buy Into [View article]
    Keep a close eye on Japan with an estimated 1-2 Million HCV patients. They also have a larger percentage of Type 2 HCV patients. I'd like to see GILD win this market. Japan is a tricky animal for sales/marketing.
    Feb 13, 2015. 08:31 AM | 2 Likes Like |Link to Comment
  • Going Overweight With Gilead In My DGI Portfolio [View article]
    It's only Phase II data. Phase 3 trials take at least 18-24 months to complete. GILD will have triple combo therapy by then.
    Feb 11, 2015. 09:30 AM | 1 Like Like |Link to Comment
  • 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
COMMENTS STATS
160 Comments
298 Likes