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ptrummer

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  • Gilead's Brilliant Hepatitis C Strategy [View article]
    Great, more super news. Hope the shorts are enjoying the price breakout today. Not! Price is now 4% above the 200 day moving average.
    May 14, 2015. 05:41 PM | Likes Like |Link to Comment
  • Gilead's Brilliant Hepatitis C Strategy [View article]
    Done with this thread! Thanks for all of the great debates here, certainly aids my decision making! After observing the price action post earnings, I am convinced it will take a couple more quarters for the pessimism to lift. However, I see a floor at $100 here and I am a very patient investor not a trader. I will take my chances with the current PE of GILD at 11.7. For comparison, AMGN at 21.5, CELG at 36.7, BIIB at 27.9, MRK at 15.8, REGN at 151.7 according to this site.

    AAPL, which I see a similarity with here is at a 15.5, used to be at 9.0. Yes, I know PE ratio is not everything, but with the dividend and buybacks, I'll hold and take my chances. Not selling here. Good luck everyone.
    May 6, 2015. 02:52 PM | 4 Likes Like |Link to Comment
  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    Awesome. An HBV therapy. Is Mr. market just focused on one therapy (HCV) and completely ignoring the rest of the pipeline?

    http://bit.ly/18HjhMi

    Reminds me of AAPL 2 to 3 years ago.
    May 5, 2015. 07:54 PM | Likes Like |Link to Comment
  • Gilead's Brilliant Hepatitis C Strategy [View article]
    Everyone here is so focused on one drug, one therapy.
    Let's just ignore the rest:

    http://bit.ly/18HjhMi
    May 5, 2015. 07:31 PM | 1 Like Like |Link to Comment
  • Gilead's Brilliant Hepatitis C Strategy [View article]
    Just because everyone else is being illogical, does not mean you have to join them.
    May 5, 2015. 06:16 PM | Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    I have referenced this article many times prior to the release of earnings yesterday. Although the price action of the stocks is not similar:

    Why GILD is like AAPL 2 to 3 years ago:

    1. The analysts who were down on AAPL a couple of years ago were fretting over the fact that there were no new products in the pipeline. AAPL was going to lose it's pricing power to Android even though AAPL was extremely profitable. Today Mr. Market frets over GILD losing control over it's pricing power. That perhaps the superior product will not win out? That increasing sales volume from the lower prices will not matter. That there are not millions of people who need a treatment for HCV.

    2. Mr. Market was not factoring in the full earnings numbers for AAPL at the time. Emerging information on increasing sales prospects in China (deal with China Mobile) were being ignored. The potential of AAPL to enter the payment systems world? Today recent approvals Japan and Europe seem to be not fully factored into GILD earnings numbers. The pipeline is being completely ignored. Is the rollout just beginning?

    3. Both AAPL and GILD were looking at very low PE ratios. If I recall correctly, AAPL was below 10 for a little while. You could have purchased AAPL at close to a 9 PE! It was priced for 0% growth at the time. IS GILD really at a 12 PE today? In the Biotechnology sector? What is CELG or BIIB or REGN currently at? Do we not recognize a good deal when it is present?

    4. GILD is paying a decent dividend now as just announced and is purchasing buybacks same as AAPL began doing a couple years ago.
    May 1, 2015. 01:29 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences Reminds Me Of Apple Circa June 2013 [View article]
    Thank you Brett,
    I have owned this stock for a number of years. I have been saying that this stock reminds me of AAPL a couple of years ago for a while now. Mr. Market seems to be ignoring the low valuation because it seems to be fearful that GILD will lose it's pricing power? I think the company's management responded well to Abbvie. They simply went out and signed their own deals with Anthem and others. Also, Abbvie's treatment is 4 pills a day with a complication factor. GILD is 1 pill a day with no complications. I am putting my money on the superior product!

    GILD may have to lower prices a bit, but I believe it will lead to increasing volume. There are still millions of people around the world with Hep C that need treatment. Remember also that EU approval occurred in November 2014 and Japan approval recently. This is barely showing in the numbers that we have from 12/31/14.

    Is Mr. Market pricing GILD for 0% growth? I am not a short term trader. Holding this for the long term. Long GILD.
    Apr 15, 2015. 04:16 PM | 2 Likes Like |Link to Comment
  • Buy Gilead Now, HCV Franchise Is On Sale And The Pipeline Comes For Free [View article]
    My prediction:
    The stock will not stay flat and I would buy those calls. Good luck sir!
    Apr 7, 2015. 02:01 PM | 2 Likes Like |Link to Comment
  • Buy Gilead Now, HCV Franchise Is On Sale And The Pipeline Comes For Free [View article]
    Deutcshe Bank.
    Projecting 0% growth by 2017.
    This to me seems like a total joke.
    How many millions of people in the world have HC?
    Geez, maybe these analysts come up with this stuff so their clients can get in at a cheaper price? I mean really? Do your own research.
    Apr 7, 2015. 01:58 PM | 7 Likes Like |Link to Comment
  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    I like all these points. Also European Zone approval happened back in November 2014. We have yet to see a full quarter impact of this in the earnings numbers. This will show up in the 1st Quarter 2015.
    Apr 1, 2015. 02:25 PM | Likes Like |Link to Comment
  • Gilead's Sovaldi cleared in Japan for HCV-2 [View news story]
    Yup.
    Let me get this straight:
    13.7 Trailing PE. (By far the lowest of any biotech)
    134% Revenue growth.
    89% Gross Margin.

    I understand why people want immediate gratification. I am focusing on the long term and am not worried about the short term price at this point. I have owned this stock for years and I do not think the run is over. Don't ignore the promising pipeline people. Wall street can always focus on bad news so that you will sell the stock so others can buy.
    Geez Long Gild. Do I even need to state that?
    Mar 31, 2015. 01:41 PM | 1 Like Like |Link to Comment
  • A No-Nonsense Projection Of Gilead In 2015 [View article]
    Well written technical analysis. Feel like the market punished GILD for November EU approval which really did not show in 4th Q numbers.
    Such small global penetration still.
    Promising pipeline.
    Lowest PE in the space.
    Why does it feel like AAPL 2 years ago!
    PATIENCE!
    Mar 23, 2015. 03:22 AM | Likes Like |Link to Comment
  • Gilead: Perfect Prescription For The Long-Term Value Investor [View article]
    This is exactly what happened to AAPL 2 years ago. Investors assumed there was nothing new, flatline growth. They forgot about China.
    Patience is the most prudent action here.
    HCV compounds approved in EU only late last year. That should show in the numbers.
    Don't ignore the pipeline!
    Stock is set to fly!
    Mar 23, 2015. 03:13 AM | 3 Likes Like |Link to Comment
  • Under Armour May Keep Outperforming Nike For Years [View article]
    I must say UA's share of the shoe market is small compared to Nike, but it is growing rapidly.
    Make no mistake about it, this is where the money is! Shoes!
    Feb 7, 2015. 06:43 PM | 2 Likes Like |Link to Comment
  • 50% Upside For Gilead In 2015 [View article]
    I agree with you. The commenters here are so focused on income from existing compounds.
    Gilead drugs in phase 1, 2 and 3 trials.
    Jan 31, 2015. 12:31 AM | 2 Likes Like |Link to Comment
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