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  • Merck's HCV combo shows cure rates of 60 - 100% in three genotypes [View news story]
    Once again, their estimate was right on last quarter.
    Whisper
    http://bit.ly/1yevPDT
    Apr 25, 2015. 11:58 AM | Likes Like |Link to Comment
  • Merck's HCV combo shows cure rates of 60 - 100% in three genotypes [View news story]
    From blog, Rx numbers still strong. Sovaldi approved for genotype 2 in Japan. Is that the one most prevalent in Japan?
    http://bit.ly/1pzKCu1
    Apr 24, 2015. 01:29 PM | 1 Like Like |Link to Comment
  • Merck's HCV combo shows cure rates of 60 - 100% in three genotypes [View news story]
    Doc, is there a time that Gilead will publish actual cure rates out here in the real world? They will undoubtedly be lower than the high 90's, but I wonder how much.
    Apr 24, 2015. 10:55 AM | 1 Like Like |Link to Comment
  • 5 Reasons To Consider Gilead [View article]
    jade, I waited a day to see what the market would bring. My old broker said that every time someone said "It's different this time." - it generally wasn't.
    I'm convinced it will break out sometime, probably when least expected.

    I hope it'll be at $140 by the end of the year- the question now is what year?
    Apr 22, 2015. 11:17 AM | Likes Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    I thought that buying or selling large blocks of stock or options just before an event, was supposed to set off alarms. Public trust in markets is pretty essential. Pirates operating with impunity is not a good look.
    Apr 22, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    I think the SEC would frown on profiting from such knowledge. Maybe I'm just old fashioned.
    Apr 21, 2015. 05:24 PM | Likes Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    Gilead+ cystic fibrosis
    http://bit.ly/1J6ELoo
    Apr 21, 2015. 11:28 AM | 1 Like Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    Vertex?? cystic fibrosis
    http://on.barrons.com/...
    http://yhoo.it/1GePDNm
    http://bit.ly/1GePB84
    Apr 21, 2015. 11:01 AM | Likes Like |Link to Comment
  • Gilead Sciences: Serious Cash Means An Acquisition Could Be Coming Soon [View article]
    In my dream there was a giant Apple floating lazily over a billboard that read "buying opportunity." What do you think it means?

    Liked the article. Something new to ponder. Those guys running Gilead apparently do not get easily ruffled, they're real smart, and they got a boatload of cash. The possibilities make me :-).
    Apr 20, 2015. 06:51 PM | 13 Likes Like |Link to Comment
  • Gilead Is A Cash Generation Monster [View article]
    Earnings announcement- is it April 28 or 30?
    Whisper number, down some.
    http://bit.ly/1yevPDT
    Apr 20, 2015. 01:18 PM | Likes Like |Link to Comment
  • Johnson & Johnson: A Great Company In A Great Sector [View article]
    Traders don't help, but the continuous drama of patent lawsuits, dealing with foreign governments, bad pr ($1000 a pill) all create continuous discussion. I think it's a great company. In comparison JNJ is calm, no drama.
    Apr 17, 2015. 09:27 PM | 2 Likes Like |Link to Comment
  • Johnson & Johnson: A Great Company In A Great Sector [View article]
    Well I just bought a little JNJ. Now if this was an article about GILD, there would be 90 comments.

    Very happy to own JNJ, not all those issues hanging around.
    Apr 17, 2015. 10:33 AM | 4 Likes Like |Link to Comment
  • Gilead Is A Cash Generation Monster [View article]
    Thank you, saves me from saying so. Every article extolling the virtues of Gilead confirms our own thinking. Traders seem to love selling options on it. For me it seems a pretty safe stock to own. I do think there are a few sentiments that could be limited- at least until they prove true.

    a) buying opportunity (been lots of those)

    b) after earnings, the stock will take off (in which direction?)

    c) GILD is the next Apple (I hope so)
    Apr 16, 2015. 05:58 PM | 3 Likes Like |Link to Comment
  • Harvoni Continues To Dominate Hep C Market, Market Continues To Undervalue Gilead [View article]
    When the meteor lands, patents won't make a difference. And that's gotta happen sometime in the next 500,000 years, so plan accordingly.
    Apr 13, 2015. 07:01 PM | 13 Likes Like |Link to Comment
  • What I Am Looking For From Gilead Sciences' Earnings Release [View article]
    These guys were right on last quarter, I'd like to think they'll be close again.
    Whisper number
    http://bit.ly/1yevPDT

    Interesting to go back 3 months and read many of the same predictions. Here's mine, GILD earnings will beat estimates, we will be waiting for the price to go up, the market will yawn.

    I own stock at $82 and will be pleased when it gets to $140 sometime. Until then it's like W said, "Fool me once shame on............well you don't want to get fooled again."
    Apr 11, 2015. 01:41 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
423 Comments
636 Likes