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BTNelson33

BTNelson33
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  • 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
  • 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
  • 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]
    Bret,

    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
COMMENTS STATS
155 Comments
280 Likes