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somedata1

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  • Gilead Emerging Market Agreement: Huge Win For Patients, Non-Event For Investors. [View article]
    The best stock to own is still GILD in comparison to REGN, UTHR or any other biotech companies out there.
    Sep 23 09:56 AM | Likes Like |Link to Comment
  • Gilead Emerging Market Agreement: Huge Win For Patients, Non-Event For Investors. [View article]
    What is your source Spoiled? Could you provide a link?
    Sep 22 01:29 PM | Likes Like |Link to Comment
  • Barron's And Goldman Sachs Say Buy Bank Of America [View article]
    I should just listen when Warren Buffett got a deal with BAC in 2012 when the price was $6 and change. Yes, Goldman's recommendation with respect to timing makes me nervous as well.
    Sep 21 09:16 PM | 2 Likes Like |Link to Comment
  • Gilead Emerging Market Agreement: Huge Win For Patients, Non-Event For Investors. [View article]
    You mean illegal drug dealers. This is a crime in the United States.
    Sep 20 08:57 AM | Likes Like |Link to Comment
  • Making A Case To Be Cautious About Gilead Sciences [View article]
    I'm sure Q4 earnings will be bigger than Q2 earnings EPS of $2.36. Analysts have currently consensus estimate of Q4 earnings ($2.28) lower than that of Q2. It's obvious that the combo sales in Q4 will be big.

    Current year 2014 EPS is estimated at $8.01. I'm confident this number will be beat based on above reasoning. So this year GILD will make in estimate >$12.015 billion dollars.
    Sep 20 08:11 AM | 2 Likes Like |Link to Comment
  • Gilead Emerging Market Agreement: Huge Win For Patients, Non-Event For Investors. [View article]
    Small Pharma Analyst, good job!
    Sep 19 10:38 PM | Likes Like |Link to Comment
  • Gilead: Still 50% Upside Left In The Stock [View article]
    CSYJ - good point.

    In addition, I want to add that hep C solution is the greatest unmet medical need in human history - it is an opportunity rather than weakness. People tend to think it's easy to make or it's just another product. It's neither. The product is starting to change the history of mankind in global scale. It will affect 140 million people world-wide. What it means to be cured with this terrible disease? It's a business security just like tobacco company having Marlboro brand or Soda company with Coke Cola brand. But it's much critical and more profitable. The patients need this product more than IPhone, tobacco, soda,.... Actually the company should be valued more because of this hep C solution. The product is getting better and better with each generation of product. Sovaldi --> combo --> pan-genotype combo. With competition's products having much side effects and not as convenient to use, it will dominate the market for decades to come.
    Sep 18 10:35 PM | 5 Likes Like |Link to Comment
  • Gilead: Still 50% Upside Left In The Stock [View article]
    "the higher discount rate for GILD is a proper reflection of the less diversified product portfolio risk of that company"

    I respectfully disagree with the statement.

    1. GILD has top notch ability to make combo drugs(HIV and HCV combos).
    2. Management's excellent skill/execution to acquire and integrate new companies (You may read something about the history on this)
    3. Operating configuration shows efficiency and effectiveness of the management
    4. There are 35 items in its pipeline in 5 franchises. Any great news in the pipeline will happen in the near future as well as for the long term
    a. HIV/AIDS
    b. Liver Diseases
    c. Oncology/Inflammation
    d. Cardiovascular
    e. Respiratory

    http://bit.ly/18HjhMi
    Sep 18 08:27 PM | 5 Likes Like |Link to Comment
  • Gilead: Still 50% Upside Left In The Stock [View article]
    Everybody else think this is a great company including S&P have this stock having the fair value of $180 dollars a share.

    Cowen and Goldman ... BioAddicted got to do your own DD.
    Sep 18 12:10 PM | 2 Likes Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    2015 earnings will be >$10 per share.

    1.5 billion shares * $10 = $15 billion dollars.


    Deutsche bank agrees with me.

    http://bit.ly/1uKCnuZ
    Sep 18 10:00 AM | Likes Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    Next year GILD will make 15 billion dollars in net profit. That's almost double that of KO earnings this year. This is a high quality name undervalued! Why would anyone bother with other undervalued companies when this high quality company is undervalued? KO is with single digit growth. GILD's growth rate is in the 20's for the next five years. MA/V's growth rate is in the mid to high teen's for the next 5 years. How come KO and V and GILD trading similar with their PE(TTM)? It does not make sense!?
    Sep 18 08:33 AM | Likes Like |Link to Comment
  • GIlead's Simtuzumab Fails For Cancer [View instapost]
    Agree completely Doc.

    GILD's getting tons of cash from hep C and HIV. Next year, it will make at least 15 billion dollars. It has the resources to explore all the options. The failure is part of the cost of doing business and the impact to the company is minimum.
    Sep 17 04:38 PM | Likes Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    “What does it mean to be the best? It means you have to be better than the number two guy. But what gratification is there in that? He's a loser—that’s why he's number two.”

    GILD will crash the competition. There is no much room for the loser.

    GILD means business. It does not fool around. I'm impressive with how fast they get the generic deal done for 90+ countries with 100+ million patients world-wide.
    Sep 16 07:23 PM | 7 Likes Like |Link to Comment
  • Buy The Dip In Gilead: Why A Decrease In Quarterly Sovaldi Revenue Is Expected [View article]
    IMHO Sales may double next year with the combo pill. U.S. + Europe + Japan + developing countries. Ledipasvir may represent additional 20 -25% additional sales with hep C genotype 1 patients in developed countries. Strong buy!
    Sep 16 01:40 PM | 1 Like Like |Link to Comment
  • Gilead licenses Sovaldi to Indian firms [View news story]
    Let's squeeze them. Go for the jugular! There is no other investment that's more appealing than this one. I'm demanding 5% up today!
    Sep 16 12:11 PM | Likes Like |Link to Comment
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