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catbird

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  • Regeneron Pharmaceuticals' Likely Q1 Miss Won't Be So Bad [View article]
    Q1 wasn't a miss. 2015 guidance was raised to 30%-35%. Looking good.

    What are probabilities of M&A with collaborators Sanofi or Bayer (ex U.S.)?
    May 10, 2015. 10:33 AM | Likes Like |Link to Comment
  • Gilead Sciences: Strong Growth, Poor Stock Performance [View article]
    You overlook in comparisons of P/S to pharmas that their drugs are often forever treatments. Gilead's Harvoni & Sovaldi are unique as cures and deserve higher pricing, especially as the competitive race is on for combinations that will reduce the time taken, bringing about faster cures for more of the hepatitis population.

    As PMBs approve more patients, higher volume enables GILD to lower pricing with matching rebates.

    It's a win, win for all, for more patients being cured and have a better quality of life, more affordable for PMBs, and funding research and
    ventures for new cures by Gilead.
    May 8, 2015. 03:46 PM | 2 Likes Like |Link to Comment
  • Why Is Gilead Sciences Doing So Well? [View article]
    These pessimistic whining comments are coming from newbie traders who are looking for a quick fix, and when GILD doesn't act like Netflix and jump up right away they are disappointed. Who needs negative criticism? Dissatisfied? Just sell and begone! Go into Netflix, Tesla, Lumber Liquidators, and other high fliers. We'll stick to quality, Gilead.

    Management hasn't disappointed. Results have been spectacular, exceeding guidance and consensus estimates. Methinks there's more brewing in the pot than everyone expects, and we'll see more upside surprises.

    Let's hope that is reflected in stock prices sooner rather than later. Meanwhile. we may have missed the Express (ESRX), but the "locals" have worked out just fine, matching increasing volumes with discounting rebates to most of the other PBMs.

    Btw, saw a Harvoni TV ad on CNN noon EST today. Very convincing, sympathetic, and explained high points with simple language. Proud to be a Gilead guy, helping to make this a better world.
    May 7, 2015. 07:00 PM | 2 Likes Like |Link to Comment
  • Why Is Gilead Sciences Doing So Well? [View article]
    Patient long term GILD investors aren't shaken by skeptical slants like this. As each quarterly and analyst report proves management's strategies continue to generate upside revenues and earnings, we'll be pocketing dividends which can be expected to be raised to higher yields.

    More institutional fund managers can now invest in Gilead because of the dividend and will want to have it in its portfolio as a selling point to increase its own holders.
    May 6, 2015. 09:58 AM | 9 Likes Like |Link to Comment
  • Gilead's Brilliant Hepatitis C Strategy [View article]
    "ABBV (like Hyundai)".

    Hey, I love my Hyundai and as a Gilead long think you could think of a more appropriate dud, e.g. Edsel or Yugo.
    May 5, 2015. 07:32 PM | 3 Likes Like |Link to Comment
  • Gilead Proves Golden: The Importance Of Its Beat-And-Raise Quarter [View article]
    DoctoRx,

    GILD holders have been living the dream with the breakout revenues, earnings and higher guidance. The announcement halted the bearish rout and started today's reversal rally not only of the biotech sector, but across the board.

    Success of biotech leading the market has made it a scapegoat, when it should be praised for improving the quality of life for so many, and for very high cure rates by H & S for HCV, as though the success is undeserved.

    Skeptics say they'll wait for another blockbuster before they can believe GILD's performance is sustainable. Pounding the table for M&A has a noxious odor to it when they promote another biotech company they probably have in their portfolio in their self-interest.

    IMO Gilead's liver expertise is a big plus in its NASH R&D so that should give it the right approach in developing a significant new drug combination moneymaker.

    As always, would appreciate your comments on these points here or in another article.
    May 1, 2015. 11:59 PM | 1 Like Like |Link to Comment
  • Gilead Proves Golden: The Importance Of Its Beat-And-Raise Quarter [View article]
    That "difficult period" when ESRX wrongly excluded GILD's H & S, despite their greater efficacy, should be behind us now.

    Robin Washington stuck to her script in the presentation, and was well prepared to field Q & A that were out of bounds. She did her homework and did much better than in a recent meeting with Analysts which was like batting practice and training for this CC. Great job as was Norbert's.

    It's time to reach out with compassion to comfort Gilead Bears who shorted the stock and have to cover. Margin calls? Let's give them a hug and a squeeze.

    BTW, there was no mention of our northern neighbor, Canada, when we know that many provinces approved H & S as the preferred HCV treatment.
    Like to hear more about that. Could be significant.
    May 1, 2015. 03:11 PM | 3 Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Faced with that dilemma when AAPL started rising, narrowing the gap between the price of AAPL when the call was sold and the strike price, I determined that I would replace the stock then even before the expiration date. Then when the stock was called away I still had the same number of shares as before, kept the premium received when the call was sold, and also won $$ for the differential between the higher strike price and the price when the call was sold.

    Haven't been tempted to sell calls again now that I'm a believer in Tim Cook, genius chosen by Steve Jobs and worthy successor.
    Apr 28, 2015. 04:34 PM | 1 Like Like |Link to Comment
  • My Biggest Question For Qualcomm's Management [View article]
    We know what a LOSS is. Really a stretch to defend imprecise language calling a slowdown in GROWTH to the low end of guidance a loss.

    Shouldn't we get a retraction and apology if you expect us to "follow you"?
    Apr 28, 2015. 03:44 PM | Likes Like |Link to Comment
  • Why Apple's Dividend Increase Is A Disappointment [View article]
    Complaining about an 11% dividend raise? Really? Some investors are never satisfied, picky picky picky.

    Most AAPL holders bought because of the high performance and growth. Long term holders weren't getting dividends that started only two years ago. Some of them complain that they want only increased buybacks so the stock float available to short sellers will shrink more.

    So what's right, higher dividends or increased buybacks? King Solomon would probably say Tim Cook is right because fortunately there's enough for both, and more than enough for innovation to further improve existing products, and to develop and bring to market new stuff we never dreamed we would need and must have.
    Apr 28, 2015. 01:12 PM | 11 Likes Like |Link to Comment
  • Celgene buys collaboration partner Quanticel Pharma for up to $485M [View news story]
    Another reason to own CELG. Good fit to coordinate and improve research on the pipeline.
    Apr 27, 2015. 09:07 AM | 2 Likes Like |Link to Comment
  • Apple: Thanks For The Stock Boost; Now How Bout More Cash? [View article]
    When he said "R & R on the Apple Car" did he mean "rest and recreation on the back seat of the Apple Car"?
    Apr 26, 2015. 01:05 PM | 2 Likes Like |Link to Comment
  • Apple: Thanks For The Stock Boost; Now How Bout More Cash? [View article]
    AAPL 3 year dividend chart shows increases in the May 2013 & 2014 quarters, so another increase is expected, and this article is more encouraging than I anticipated.

    Thinking of AAPL shorts digging into their dwindling reserves (they'll have to cough up the dividend), and with a higher increase no doubt we'll see some more short covering. Love a short squeeze. Makes me want to hug those shorts until they capitulate.
    Apr 26, 2015. 11:44 AM | 11 Likes Like |Link to Comment
  • My Biggest Question For Qualcomm's Management [View article]
    Q still is innovating & collaborating. Not being left behind. Long Q, adding to position.
    Apr 26, 2015. 11:01 AM | Likes Like |Link to Comment
  • A Tale Of 2 Banks: Pondering Wells Fargo And Bank Of America [View article]
    Round after round went to WFC on your scorecard. Slow and steady price and dividend increases with buybacks should tip the scale to Wells, especially because BAC is so weak it can't even get regulatory approvals.

    Let's face it, BAC is a speculative longshot. I'd rather go to a racetrack for a quick thrill and excitement. Of course I'll stick to the $2 window, lick my wounds, and get back to reality with $6 a trade at the discount broker. Merrill Lynch? No competition when there are discount brokers galore catering to us control freak investors who can go to Seeking Alpha for info.
    Apr 23, 2015. 11:36 PM | 3 Likes Like |Link to Comment
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