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BTNelson33

BTNelson33
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  • Gilead Sciences- A Rare Undervalued Company In A Frothy Biotech Market [View article]
    William: I appreciate the thesis for your article. I've been long GILD from $98.50. The market has doubts regarding GILD's ability to generate sustainable HCV revenues/profits in the face of competition and payer headwinds. 1Q '15 EA GILD answered the street and generated outstanding earnings. I'm anticipating 2Q '15 earnings to be a major "beat".

    In terms of IBB, it is growing extremely overvalued. Now that the ACA is here to stay for a while - there will be major headwinds to develop that will begin controlling cost and robust biotech prices. As REGN and AMGN obtain FDA approval for PCSK 9 cholesterol lowering drugs - payers and government will push back at 10K per year prices. This represents an opportunity to establish a Put position against the IBB or REGN. AMGN faces biosimilar issues against major brands.

    Another sure sign of an IBB top is biotech IPO's, M&A and reversion to the mean. All stocks revert to the mean at some point. I'm in agreement that the time is coming near.
    Jul 2, 2015. 08:23 AM | 3 Likes Like |Link to Comment
  • Taylor Swift > Apple [View article]
    Apple management is smart not to mess with Taylor Swift. I do have some concern about the court appointed oversight attorney weighing into this decision. Payola for the artists vs Spotify. Hmmm.

    I love Taylor Swift and her free wheeling attitude. She has power and popularity on her side. The course often see it differently.
    Jun 22, 2015. 10:35 AM | 5 Likes Like |Link to Comment
  • Gilead Sciences: Approaching 52-Week Highs And Going Higher [View article]
    Bret - Another development to keep your eye on regarding GILD is manufacturing and packaging operational improvements. GILD purchased 17 acres of land in Southern California. They will build manufacturing and improved packaging capabilities. Currently they outsource most of these core operations. This speaks loudly to future development and growth.

    I've worked with some extremely talented Gilead engineers on the operational side of the GILD business. Far more advanced than other Pharma companies.

    Long GILD!
    Jun 11, 2015. 08:54 AM | 6 Likes Like |Link to Comment
  • Gilead: So Much More Than HCV [View article]
    The stock market is all about price discovery. Mr. Market has struggled with the issue of pricing revenues obtained in 8-12 weeks with a virtual 100% cure rate vs. 10-20 years of maintenance therapy and recurring revenue streams. With GILD's HCV franchise generating 50% of revenues, Mr. Market has been overly focused on HCV. Perhaps rightfully so. 1Q '15 GILD proved it can grow it's HCV business in the face of Abbvie competition.

    As GILD's cash pile continues to grow - the stock is undervalued. With each successive earnings beat the stock will come in line with the biotech averages. PE expansion + increased EPS makes GILD a long term core holding. IBB related forced selling provides an excellent entry opportunity into GILD.

    Good points about GILD's R&D. It can only add positives to the share price.
    Jun 9, 2015. 08:34 AM | 3 Likes Like |Link to Comment
  • A Review Of Amgen's AMG 334 [View article]
    A concern I have with AMGN is the oncoming biosimilar introductions into the market. How will this impact the future performance of AMGN share price? New products Phase 2 & 3 look promising. The company is undergoing major changes as product portfolio shifts.
    May 27, 2015. 08:04 AM | Likes Like |Link to Comment
  • Gilead Sciences: Finally Gaining Momentum [View article]
    GILD has gone up 8 days in a row. It sold off this am because of JNJ and ACHN. It then rallied back to a minor loss on the day. The candlestick is extremely bullish and I say with Bret Jensen confidence that GILD goes HIGHER!
    May 20, 2015. 06:41 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: Finally Gaining Momentum [View article]
    Apple! Up 70% in the past 12 months.
    May 20, 2015. 04:58 PM | 1 Like Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    You got progress this week. GILD shares increased in value every day this week. Next week it closes above $110 on the way to $120. I'll take a 20% return anytime you want to give it to me.
    May 16, 2015. 08:32 AM | 1 Like Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    And how about the VA scandal? Hospital Executives doctored their log books to collect large bonus's. The Secretary of Military Affairs was fired. Did that really fix the waste, fraud and abuse issues built into the VA System over decades? I hardly think so. Senator Sanders will look like the fool he is if he really gets into this discussion.
    May 16, 2015. 08:31 AM | 2 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    Yes, the VA discounted price is 50K. It has been in place since the launch of Sovaldi in Dec 2013.
    May 16, 2015. 08:23 AM | 2 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    And that will freeze the bioPharma breakthroughs dead in its tracks. Imagine if the government was in charge of R&D and commercialization? It can't even launch a website. For the love of God!
    May 16, 2015. 08:22 AM | 6 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    It's even better for the VA - it only pays 50K. The cost of treating HCV has dropped from 200K to 50K. Cure rates have improved from 60% to 97-100%. Sen. Sanders is the village idiot. Hilary has some tough competition. LOL
    May 16, 2015. 08:18 AM | 2 Likes Like |Link to Comment
  • Express Scripts Calls Itself Out On Gilead, AbbVie Treatments [View article]
    ESRX is too big. It is unmanageable.
    May 16, 2015. 08:07 AM | Likes Like |Link to Comment
  • Express Scripts Calls Itself Out On Gilead, AbbVie Treatments [View article]
    This was part of the deal Pharma struck with Obama to support the ACA. Live with it.
    May 16, 2015. 08:06 AM | Likes Like |Link to Comment
  • Express Scripts Calls Itself Out On Gilead, AbbVie Treatments [View article]
    Dana,

    This article completely misses the mark. 1) Gilead stock is not up 50%. It's been trading sideways for the last 9 months. The market has an inability to price and reward a "cure" vs chronic therapy. The price of treating HCV has dropped from $200K to $50K while cure rates have jumped from 60% to 97-100%. 2) Express made a deal with Abbvie for an inferior product. Gilead aggressively won every other bid with large Payers. 3) What happens to Express when PCSK-9 drugs get approved? Hope they don't make similar mistakes for their patients.
    May 15, 2015. 09:41 AM | 2 Likes Like |Link to Comment
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