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  • 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]

    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
  • Why Estimates Of A 1 Trillion Market Cap For Apple Are Still Far-Fetched: Fundamental And Algorithmic Analysis  [View article]
    The last time Apple experienced a meteoric rise and eventual top - sharp corrections like yesterday's took place. It created excellent trading opportunities. The higher Apple moves - the more pressure there will be on January EA. Violent moves took place 2 weeks ahead of EA. If you are long Apple - make sure you are ready. The past two days is just a warm up.

    Long Apple!
    Dec 2, 2014. 10:30 AM | 2 Likes Like |Link to Comment
  • Will Apple Go Too Far With Beats Music?  [View article]
    As a long term Apple shareholder - I'm pleased with TC's strategic moves to increase the strength and value of the Apple ecosystem. Beats, Apple Pay, iBeacon, iHealth and integration into a wearable device keep me feeling positive about Apple.

    Execution is always key.

    Long Apple
    Dec 2, 2014. 10:18 AM | 1 Like Like |Link to Comment
  • 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