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catbird

catbird
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  • Why Can't Gilead Run? [View article]
    Closing at 111, it's nice to look back through the rear window at 90ish-110 pricing. Onward & Upward Momentum.
    May 18, 2015. 05:56 PM | Likes Like |Link to Comment
  • Why Can't Gilead Run? [View article]
    Should be a class action, bringing in many other HCV victims being warehoused by insurance companies until they get near death, or die, denied treatment by a proven cure. It's all about the $$$$$.
    May 18, 2015. 05:47 PM | 5 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    Cooperman's hedge fund announced holdings,new,adds,cuts... Guess what. Apple and Gilead were liquidated. And he's supposed to be so smart. Even the great ones make mistakes.
    May 16, 2015. 11:26 AM | 3 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    Let's give some comfort to all those GILD shorts who may be getting margin calls as Gilead keeps rising and gets more recognition and accumulation. Then they have to buy in to cover. How about a hug and a squeeeeeze!
    May 16, 2015. 10:57 AM | 2 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    Gross Exaggeration belittling Gilead in its R&D perfecting the cure pill, conducting the necessary phases I,II,III and proving the benefits and advantages over existing treatments for approvals.
    Then it came up with the STR (single tablet regimen) combinations with other new drugs that work together for greater impact and efficacy, without serious side effects as in other competing products.
    R&D continues testing more drug combinations, seeking shortening the treatment period to attain full cure, thus lessening the overall cost.
    Negotiations with payers give greater rebates with higher volume, enabling more of the patient population to be treated and cured, a Win,Win,Win for Gilead, the PBM, and the patient.
    May 15, 2015. 03:47 PM | 5 Likes Like |Link to Comment
  • Senator's HCV Rant Won't Slow Gilead [View article]
    VA gets huge discounts for Harvoni, so Gilead shouldn't be a scapegoat. Washington pols should not be withholding funding for new cures just introduced like H & S, so that new cures can be found in oncology and cardio, etc.

    When are they going to stop impeding success by the private sector, and do their duty to support cures for the patient population.
    May 15, 2015. 11:15 AM | 4 Likes Like |Link to Comment
  • United Technologies: Not All Dividend Yields Are Created Equal [View article]
    Recent UTX investment based on fundamentals. Love Otis elevators & escalators for their sector dominance. Dividend raises are a plus, but didn't notice the pattern. Thanks for bringing that out, MH.
    May 14, 2015. 09:27 PM | Likes Like |Link to Comment
  • DuPont's victory over Trian is not good news, Citi says [View news story]
    She's certainly not anti-semitic.
    May 14, 2015. 01:56 PM | Likes Like |Link to Comment
  • Sovaldi's price in Japan higher than expected [View news story]
    Thanks to your reply, scurried to Google. "Astrologist or Astrologer?". Wikipedia showed longtime distinction as an astrologist being an Astrology hobbyist, while an Astrologist was an occupation or professional in Astrology. Recent usage has them used interchangeably. Further search in various dictionaries found that "astrologist" is not displayed at all.
    So the overall winner is ASTROLOGER. I should send you a virtual Merlin's hat, but don't know how to do it.
    Moving on to "Chartist or Charter?", historical websites refer to the Chartist Movement in Parliament's Merrie Olde England. It was a workers rally for (fill in blanks). No use for Charter, but maybe it was the Magna Charter (sic). Anyway, neither Chartist nor Charter in Google is used in the stock market sense. Chartist is a stock market term, so that's what probably misled me to the IST version of astrolog. Check it out with your parents.
    May 14, 2015. 01:36 PM | Likes Like |Link to Comment
  • Sovaldi's price in Japan higher than expected [View news story]
    Harvoni launch in Japan? Too soon to guesstimate for data submission, consideration, and approval. That might be expedited with results of Sovaldi in the patient population.
    May 14, 2015. 12:07 PM | Likes Like |Link to Comment
  • Why Can't Gilead Run? [View article]
    Pharma Doc, your well presented reasons why Gilead hasn't made a big run are persuasive, but I prefer DoctoRX's analysis. Skeptics have not been convinced that GILD has enough stamina, but that doesn't mean they are right. When they wake up to continuing massive cash flow and the use of the power of the purse for R&D, M&A, and what is likely to draw in even more institutional and value investors, Dividends.

    Today Gilead is running again. Happy Day! Feel like bursting into song. Lucky for you, not hearing my voice..............GLTA
    May 14, 2015. 11:42 AM | Likes Like |Link to Comment
  • Sovaldi's price in Japan higher than expected [View news story]
    Well done, Alex.

    ML presentation was very encouraging, especially about GILD filling an urgent need in Japan's approval of pricing for sovaldi. In the Q & A we learned that scrips in USA have flattened because doctors are so busy processing patients into the system. My thinking is Giiead must be working with medicos to make processing more efficient. Going back to the launch in Japan, GILD already has a trained staff in Japan to attain success in its start.

    Ready for the breakout. We Gilead longs don't need an astrologist, just a bullish chartist!
    May 13, 2015. 09:55 PM | 1 Like Like |Link to Comment
  • DuPont's victory over Trian is not good news, Citi says [View news story]
    Kullman disappointed. Financial engineering isn't enough.

    Peltz has vision and invested substantial $$. He saw through corporate deficiencies, and presented valid arguments with pathways for improvements. Usually he'd be invited to join the BOD, as he requested. It would make good business sense.

    Now EK will be on the hot seat. She better produce.
    May 13, 2015. 03:54 PM | 6 Likes Like |Link to Comment
  • Why Is Gilead Sciences Doing So Well? [View article]
    Japan approved Sovaldi prices exceeding estimates, with expanding volumes to get higher discounting. A Win, Win strategy. GILD's management is aces.

    Merrill Lynch webcast today after market closes. Rally continues. Enjoy the ride!
    May 13, 2015. 03:35 PM | 2 Likes Like |Link to Comment
  • Gilead Sciences: Strong Growth, Poor Stock Performance [View article]
    Trading Gilead, buying in at 199 & selling at 105?

    Reminds of what was thought as a winning strategy years ago. Won $ on first two times i did that, but on the third sale it didn't stagnate. It kept going up and up, so sure I made $ with singles, but missed out on the big move, the grand slam home run.

    GILD now around 105. This could be the big move. The high TRX & NRX continue at high levels, guidance was raised substantially, so more institutional decision makers will want to show Gilead is one of its holdings and climb aboard before the train leaves the station.
    May 11, 2015. 09:35 PM | 1 Like Like |Link to Comment
COMMENTS STATS
85 Comments
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