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  • Express Scripts Trying To Shame Gilead Into Reducing Sovaldi Price: Who Is Really The Greedy One? [View article]
    This article should get a pulitzer award. The author got to the heart of the issue with ESI. Pharma/Biotech companies offer innovation. Yes they charge higher prices for innovations. But it results in downstream cost savings and improved quality of life. Companies like ESI quite frankly offer nothing but innovative administrative services. They are middlemen who have been contracted by insurance companies too lazy to do their due diligence on innovative products. The CEO of ESI should stop talking. He has nothing to offer and should just shut up and pay for these meds.
    Apr 9 08:51 AM | 9 Likes Like |Link to Comment
  • Gilead Sciences Inc. Still Offers 20%+ Upside In 2014 [View article]
    Not a mention of Sovaldi in this article. I agree that GILD is about to go even more higher at this point. Perhaps past $100. But when you write such generic articles without even mentioning the company's products or the catalysts that will push the price might as well have been talking about rainbows! This is why Seeking Alpha gets a bad rap as compared to Motley fool!
    Feb 24 09:27 AM | 1 Like Like |Link to Comment
  • Should You Sell Gilead Sciences After A Successful 2013? [View article]
    I agree...this article had very little content material to it. I hope no one payed to read it. I do agree with the author that it may be a bad time to sell. Most of the insider sales were planned sales. With their HepC, HIV & Hem Onc pipeline for 2014....the $100 mark is about a matter of time. There may be a dip here or there..but it's never going to fall below $70. The insider sales were a very small part of their existing positions.
    Dec 30 05:50 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences And The Numbers Game [View article] think the HEP-C franchise is just 1.5 billion in 2014. My friend..if they get just 30,000 patients in 2014 (remember prevalence is close to 3 million patients in the US). Do the math. It's 30,000 x $84,000=2.52 billion. Any comments?
    Dec 23 11:12 AM | 5 Likes Like |Link to Comment
  • I Am You See [View instapost]
    Can you explain why the drop in the last week. Is it just shorts taking profits or is there more to this?
    Aug 12 08:46 PM | Likes Like |Link to Comment