tarek cherif

tarek cherif
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  • Did Gilead Just Open 'Pandora's Box?'  [View article]
    If they stop selling cheap pills in the poorer countries they will not be able to sell their drug their and drug company in those country will make this pill without return to Gilead and sell them there . event with all this discount they can not protect their right there sth .
    Jan 29, 2016. 09:22 AM | Likes Like |Link to Comment
  • Two Scenarios For Tesla's 2015 Unit Sales - 55K Vs. 39K  [View article]
    I do not think that the sales of model X will lower much the sales of model s.
    this is a car not a mobile .
    We saw an update of model s in late 2014 and that mean they want to keep growing sales of model s .
    I would love to see what it is going to happen i am quite sure we are all going to learn sth from this show of Tesla
    Apr 7, 2015. 04:11 PM | Likes Like |Link to Comment
  • Bristol Myers' HCV Cocktail Has Gilead, AbbVie In Its Crosshairs  [View article]
    I did not get it how it could be a thread to Gilead as long it use Sovaldi in here combination !!!!!!!!!!!!!!!!!!!!!!...
    Mar 3, 2015. 07:39 AM | Likes Like |Link to Comment
  • Can Gilead Beat AbbVie At Its Own Game?  [View article]
    yeah agree that Abbive will have a small effect on harvoni sales and no single effect on sovaldi as sovaldi will be used for geno type 2 and 3 while abbive did not take the approve to be used
    The question is how much discount did Gilead made for having this deal .
    this deal will lower Gilead revenue and of course her net income .
    Gilead need more patient than it had before to reach 3 billion $ in usa sales .
    Jan 28, 2015. 05:14 PM | 3 Likes Like |Link to Comment
  • Gilead Fires Back  [View article]
    Express Scripts negotiate with Gilead .
    It does not seem to me they will be sth like that next year not at least with Express Scripts CEO
    Jan 8, 2015. 03:33 AM | Likes Like |Link to Comment
  • Gilead Fires Back  [View article]
    Express Scripts negotiate with Gilead .
    It does not seem to me they will be sth like that next year not at least with Express Scripts CEO
    Jan 8, 2015. 03:33 AM | Likes Like |Link to Comment
  • Gilead Sciences: After The Bloodbath The Stock Is A Strong Buy  [View article]
    Express Scripts will keep cover about 30% of here customer using harvoni and sovaldi as 70 % of patient having genotype 1 .
    Also abbive is not recommend to for patients whose livers are not functioning witch mean more customer will keep using harvoni .
    Harvoni is much cheaper from my point of view comparing to abbive medicine
    as half patients of genotype 1 potentially eligible for an 8 week regimen witch cost 63k comparing with 83k +2.5k Ribavirin witch is 8% less than the 12 week of Harvoni .in other word abbive is more expensive 35 % than Harvoni for 8 week and cheaper 8% comparing to 12 week Harvoni .
    the reason for that is Harvoni is much cheaper than Sovaldi .
    Sovaldi need Ribavirin and Interferon witch cost the same price of harvoni with all the bad side effect of both Ribavirin and Interferom .
    There is no logical reason for Express Scripts decision at all and with more than 30% patient will still be covered by Express Scripts the impact of this decision on the US sales will be very small and of course it does not have any other effect on the global market .
    Gilead have a lot of HCV medicine in the pipeline one of this is on phase 3 and it is combo with Sovaldi SOF/GS-5816
    and three other medicine two of them in phase 2 .
    Dec 30, 2014. 07:49 AM | Likes Like |Link to Comment
  • RBC: Gilead could launch $10B+ accelerated buyback  [View news story]
    I hope it go for 80 So I can add more Share and who know's maybe for 70 it will be my lucky day .
    Dec 26, 2014. 01:03 PM | 2 Likes Like |Link to Comment
  • Gilead Sciences: Will Warehousing Dampen Q3 Revenues?  [View article]
    I think that Gilead will do good next year unless abbive would be a real competitor
    let's see
    Oct 28, 2014. 10:59 AM | Likes Like |Link to Comment
  • Gilead Sciences: Will Warehousing Dampen Q3 Revenues?  [View article]
    I think that Gilead will do good next year unless abbive would be a real competitor
    let's see
    Oct 28, 2014. 10:59 AM | Likes Like |Link to Comment
  • Is Tesla An Energy Company?  [View article]
    Energy Company ...... what are u guys taking about .
    The reason of building a GigaFactory is only bc he want to lower the price of the battery .
    Battery is one of the most important part of the electric car .. Panasonic is not a energy company even it make the battery cell for Tesla right now .
    most people charge their battery at home this stations is build for just when u need it and u can not wait for long time plus it is like advertising for the car .
    Elon musk want to make electric car competitor to gasoline car .
    People in gasoline does not refuel their car in 10 hours or even 5 .
    So he lower the time need for that to only haft an hour for free .
    and he add another option to replace your battery in less than a minute .
    Aug 19, 2014. 02:21 PM | 1 Like Like |Link to Comment
  • Gilead Sciences Looks Like A Contrarian Short  [View article]
    I agree but it take long time and move very slowly .It should be at least 110 by now .
    Aug 14, 2014. 03:29 PM | Likes Like |Link to Comment
  • Gilead Sciences Looks Like A Contrarian Short  [View article]
    I think that this article is speaking a different language than every one speaking .
    every one see the sales and the future of the company in related to it's Forward P/E less than 10 and here significance pipeline and conclude from here that it is cheap at this price .
    In the opposite of them this article assume that as long we know all the good thing about the company and still priced around the 90 even with many analysts rating it as buy , that mean it does not worth more than that .
    And keep going forward .

    as we know that abbive will have here combo approve probably this year and that would lead to big sell for GILD .

    I believe he could be right for the short term the stock did not like much the amazing last report even in the after hours in that day we see the stock go down without any reason , in opposite it should be went to 100 $ that day "crazy market" .
    For that reason i believe that he could be right for the short term view .
    U could see a loss in this irrational market that the day of the approve of the combo of sovaldi and ledpasive .
    the approve of Olysio and Sovaldi is also a good new for sovaldi could lead for a loss .

    this article is rational if u ignore the irrational market that work with GILD .
    this my second time to find a irrational stock the first one was baidu it go down from 150 to 80 last year but it go up back to more than 200 now .

    I do not understand mostly nothing in medicine but that look to me nonsense at all a miracle drug have been approve in the end of 2013 .
    and now we have in less in one year more miracle drug for the the same infection for every drug that cure Hepatitis c that coming from the FDA with the same result or better there is sth wrong here for sure .

    GILd is good stock with any reason thinking but it will move down in the short term led by the nonsense market .
    Aug 13, 2014. 06:48 PM | Likes Like |Link to Comment
  • The Hidden Side Of Sovaldi's Untapped Markets: Gilead's Rise Is Certain  [View article]
    Gild will remove Sovaldi from the market !!!!!!!!!
    I do not believe that Gild want to remove Sovaldi as many doctor will describe sovaldi with other medicine , right now many describe it with Olysio and that why j&j try to take a approve for Olysio with Sovaldi from the the FDA .
    And that is a good new's bc still the 1000 price per pill would be recive to GILD .
    many doctor will describe Sovaldi with other combo not including Ledipasvir
    and remember the price of the combo of Sovaldi and Ledipasvir is about 100k not much revenue would be add from that combo as Sovaldi alone would be price at 84K .
    I believe that if Ledipasvir worth more than 16k Gild would rise the price of the combo .
    So please do not think that the combo of sovaldi and Ledipasvir will make it look cheap .
    Jun 30, 2014. 03:45 PM | Likes Like |Link to Comment
  • The Hidden Side Of Sovaldi's Untapped Markets: Gilead's Rise Is Certain  [View article]
    Gild will remove Sovaldi from the market !!!!!!!!!
    I do not believe that Gild want to remove Sovaldi as many doctor will describe sovaldi with other medicine , right now many describe it with Olysio and that why j&j try to take a approve for Olysio with Sovaldi from the the FDA .
    And that is a good new's bc still the 1000 price per pill would be recive to GILD .
    many doctor will describe Sovaldi with other combo not including Ledipasvir
    and remember the price of the combo of Sovaldi and Ledipasvir is about 100k not much revenue would be add from that combo as Sovaldi alone would be price at 84K .
    I believe that if Ledipasvir worth more than 16k Gild would rise the price of the combo .
    So please do not think that the combo of sovaldi and Ledipasvir will make it look cheap .
    Jun 30, 2014. 03:45 PM | 1 Like Like |Link to Comment
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