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catbird

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  • Carl Icahn's Apple Price Target Appears Unrealistic [View article]
    Apple doesn't need financial engineers pushing accelerated share buybacks. Let's not interfere with management's mission, to come up with the next great idea for product and marketing development through innovative research.

    Having ample cash reserves is not a bad thing. It enables Apple to perfect ideas in formative stages to be brought from the drawing board into testing models and then fine tuning until ready for production and marketing. That's what stockholders want, new moneymaking blockbusters.
    Feb 19, 2015. 06:45 PM | Likes Like |Link to Comment
  • The Idiocy Of Gilead's Undervaluation [View article]
    Couldn't agree more. Have you been reading my mind?

    Thoughts on discounting figure, 46% for 2015. It's common knowledge that in 2014 there were large discounts in the public sector (VA & Medicaid). There probably will be more of those patients in the mix so GILD is locking up huge volume in establishing dominant footholds. Other countries are now or will be getting large discounts too. Thus the higher 46%. Why the anal ysts didn't figure that out questions their competency.

    Many PBMs, (now include Cigna in the list which keeps growing) must have negotiated discounted pricing. The MSLP no longer is the yardstick for projecting revenue.


    Feb 6, 2015. 02:33 AM | Likes Like |Link to Comment
  • Notes from Gilead Q4 earnings call; HCV discounts go up [View news story]
    We knew VA & Medicaid were getting large discounts without specifics. ABBV & ESRX were mum on the discount they negotiated, and GILD hasn't provided details of discounting to CVS, AETNA, and other PBMs, that is until the 2015 guidance.

    What was the strategy in revealing the discount price range? Why not continue to keep it secret as an advantage against predatory competition? Could it be that GILD wanted it known as a deterrent that it had locked up the bulk of the market, not only with the leading dominant combination cure, but in erecting alliances with PBMs gaining their trust for the next generation in pipelines for improved HCV and other drugs?

    Gilead stockholders are fortunate to have Mr. Martin at the helm. He's a lot smarter than the after market sharpshooters who pulled the sell trigger today.

    It won't be so easy for Merck and others to break into the HCV market. Witness ABBV and its nominal introduction of the multipak. It seems to be under wraps so side effects in ESRX users won't be publicized.

    Still long GILD, having increased holding on the December dip.
    Feb 3, 2015. 08:26 PM | 2 Likes Like |Link to Comment
  • What Lessons Has Express Scripts Taught Us? The Future For The Pharmaceutical Industry [View article]
    Gilead's John Martin had been nominated as 2013 CEO of the year by Morningstar, and now is #1, 2014's CEO of the year.

    Martin had been director of antiviral chemistry at Bristol-Myers Squibb until 1996 when he joined Gilead replacing its founder.

    http://bit.ly/1yONzIr

    He's been the right man for the job. Read the reasons why.
    Jan 24, 2015. 07:16 PM | 1 Like Like |Link to Comment
  • What Lessons Has Express Scripts Taught Us? The Future For The Pharmaceutical Industry [View article]
    GILD management has developed Harvoni, an improvement of Sovaldi by being a combination one pill a day without side effects. Not resting on its laurels as the HCV leader, it is spending big research $$$ for further improvement to find the right combination to shorten the treatment cure time.

    This benefits the patient population in achieving quicker cures. It can bring the cure price down, enabling insurers to fund treatment to more patients. After all, isn't curing what health care should be about. And shouldn't GILD be praised for making this a better world, healing and improving the quality of life for so many?

    From a business standpoint improvements extend the patent life of an FDA approved drug so GILD can continue to be a leader further into the future.

    Sure I'm a GILD stockholder. It's a no-brainer. Superior management wins out every time. AAPL and GILD are my two biggest positions. Not too long ago shorts were taking potshots at AAPL, only to regret it.
    Jan 24, 2015. 01:08 AM | 3 Likes Like |Link to Comment
  • Gilead: A Bullish Update [View article]
    It's nice to have a "doctor in the house", and another nearby for a second opinion. Hee hee.
    Jan 16, 2015. 07:06 PM | Likes Like |Link to Comment
  • Gilead inks deal with Anthem for Harvoni [View news story]
    OMG. Just googled "ribavirin side effects". Long list. Not good.

    And how about those smiling actors in ABBV HCV commercials. If they were real multipak patients they wouldn't be smiling, they'd be puking.
    Jan 9, 2015. 10:31 AM | 3 Likes Like |Link to Comment
  • Gilead Long-Term Prognosis Is Promising [View article]
    Terrible idea. GILD has been insulted and rightly is continuing its basic strategy, having the better science. Time will tell. Faults of the multipak will surface into negative statistics.

    Sooner or later ESRX will realize bullying hasn't worked and more reasonable negotiations towards a Harvoni/Sovaldi deal can greatly improve and benefit its image with the HCV patient population.
    Dec 31, 2014. 10:50 AM | 1 Like Like |Link to Comment
  • RBC: Gilead could launch $10B+ accelerated buyback [View news story]
    After the initial jolt, price falling with shakeout of weak holders, we're seeing steady upside recovery. The stats on GILD,CELG,REGN,IBB as biotech leaders are compelling.

    They fit my criteria for investing in quality, looking for uniqueness to be best in breed. Little has changed. GILD still has the bulk of its HCV market. The multipak requirements could be more of a burden than a benefit as the literature in the medical community shows. GILD's superior management will prevail. They are the true caregivers, being the successful HIV pill provider, and now developing an improved Sovaldi in a combination one a day oral pill,Harvoni. for curing HCV without interactions or side effects.

    Soon when Harvoni patients complete their cure cycles we'll be reading and hearing testimonials praising "H" for the quality of life process while it saved their lives.
    Dec 26, 2014. 10:55 AM | 3 Likes Like |Link to Comment
  • Philadelphia transit agency sues Gilead over Sovaldi pricing [View news story]
    Frivilous lawsuits target a successful innovator improving the lives of so many, first with HIV, now HCV, and in the near future for cancer and cardiac diseases. It distracts GILD management from its R & D for further cures.

    Sad to say, but "No good deed goes unpunished"
    Dec 12, 2014. 11:20 AM | Likes Like |Link to Comment
  • Gilead Sciences' (GILD) Management Presents at Piper Jaffray Healthcare Conference (Transcript) [View article]
    "with 53 million shares short" Today's upswing could be the beginning of a short squeeze. Looks like GILD is the stock of the day. Shorts running to cover.
    Dec 5, 2014. 01:09 PM | Likes Like |Link to Comment
  • Wells Fargo Is My Favorite Bank By Far [View article]
    WFC has been good enough for Warren, who knows how to pick winners, so it's good enough for me.
    Dec 1, 2014. 07:41 PM | Likes Like |Link to Comment
  • Gilead Sciences: Clear The Dockets And Settle With Merck Already [View article]
    Disclosure says the author is long GILD & MRK. His profile describes himself as an occasional investor. Loose language shows he lacks patent law qualifications.

    Long GILD & MRK. That raises questions of bias, putting a scare into GILD stockholders. Makes me wonder how SA let this article be published.
    Oct 21, 2014. 08:52 PM | 2 Likes Like |Link to Comment
  • Cummins +2.6% as Argus lifts stock price target to $170 [View news story]
    Recent years CMI stockholders have been blessed with dividend increases every September. Let's hope for a repeat. Sweet!
    Jul 4, 2014. 10:24 AM | 1 Like Like |Link to Comment
  • Market Consensus For Gilead's Q2 Revenue At $5.3B Is $0.5B Light [View article]
    Michael, "warehousing of patients" seems to mean patients with HCV were in a serious condition to be admitted to a hospital, and after diagnosis confirmed treatment was delayed. Isn't the hospital often waiting for health insurance companies to approve payment as the main reason for delaying commencement with a so-called expensive drug like Sovaldi?

    So are hospitals ordering Sovaldi on a tentative basis to hold up delivery until payment is authorized, meanwhile stacking patients in hospital beds waiting for approvals? That seems like an expensive and wasteful way for insurers to pay for healthcare.
    Jun 16, 2014. 08:34 PM | Likes Like |Link to Comment
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