James Stoker

James Stoker
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  • Gilead: Buyout Targets Abound  [View article]
    Hi Bret

    What do you think about Genfit the French, Euronext listed biotech presetly enrolling for phase 3 clinical trial for NASH. With a market cap of less than 900 mio a stock price that´s halfed and at least a years first mover advantage in the NASH field. Do you think they could be an attractive potential purchase?

    I´ve been reading up but haven´t drawn conclusions. Certainly the price of the purchase is fitting with risk/reward. A year with NASH on the market at first mover probably pays the purchase price.
    Interested to know what your readers think. NASH is talked about quite a bit and GILD may be late to the party.
    Feb 9, 2016. 01:05 PM | Likes Like |Link to Comment
  • An Update For Gilead Sciences  [View article]
    Another weak piece of so called journalism again by STD. Author even tries to defend what?
    Dec 2, 2014. 04:51 PM | 7 Likes Like |Link to Comment
  • Sovaldi And Drug Pricing: The United States Of Saps  [View article]
    Just read the economist article and it seems a long way off before the US admin gets to grips with their healthcare costs. In the meantime GILD has the best offering and it´s just a great tech company. It is difficult to imagine that the stock price PE will remain so low. It´s a case of when it breaks out not if it breaks out. In the meantime it´s time for steady average price accumulation. The algos are driving the price . It´s a classic algo stock. Good intraday movement, high volume. I can envisage a 4-8% gap up driving GILD over the 84.88 all time high and then the charties come in with volume, a short squeeze happens and we´re moving quickly to 3 figures. The build up weeks leading to 22nd July when earnings are forecast will be interesting. Despite supposed competition coming to the market fast track the relative strength of GILD is good. Always buyers on weekness and the stock buyback programme helps give the stock a floor.

    It can all happen differently. My world cup predictions have. But the fundamentals, the pipeline, the management, the cash position, the sharebuyback, the Sovaldi results Q1 speak for themselves.

    I´m long GILD have been watching the stock for over 8 years and will be longer in the coming weeks.
    Jun 19, 2014. 07:43 AM | 11 Likes Like |Link to Comment