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  • Is Pfizer Spending Enough On R&D? [View article]
    Thanks for the inside look at PFE Dr G3. Is there a feeling among employees that PFE may be broken up into separate business units?
    Dec 7, 2014. 05:28 PM | Likes Like |Link to Comment
  • What Should I Do About Those Non-Dividend Paying Stocks I Received In A Spin-Off? [View article]
    CDK announced on 19-Nov that it was initiating a quarterly dividend at $0.12/shr, first installment payable on 29-Dec-2014 for shareholders of record at COB on 01-Dec-2014.
    Dec 7, 2014. 11:03 AM | Likes Like |Link to Comment
  • Seadrill, Linn Energy, And BP All Have One Thing In Common [View article]
    Picked up BP below $40 the other day. They are well positioned to ride out lower crude prices. Lass sanguine about SDRL and LINE as they have more uncertainty in outlook and lack the scale of BP or the other oil majors to operate successfully in this environment.
    Dec 7, 2014. 10:32 AM | Likes Like |Link to Comment
  • Dispelling Some Of The Myths Surrounding Gilead Sciences [View article]
    :-) ;-) - Just to clarify for other readers, you may have been chosen as a good candidate to participate in the clinical trial but you were randomized onto your treatment arm in order to establish and maintain blinding, unless this was an open-label trial design. Do you recall the name of the study or the protocol number?
    Dec 7, 2014. 06:48 AM | Likes Like |Link to Comment
  • Dispelling Some Of The Myths Surrounding Gilead Sciences [View article]
    Agree Alex. I won't even get into the notion of new strains of HCV evolving to evade or blunt the effects of the newly available treatments. We will have HCV with us for a long time to come.
    Dec 7, 2014. 06:45 AM | Likes Like |Link to Comment
  • Dispelling Some Of The Myths Surrounding Gilead Sciences [View article]
    All good points DoctoRx. What are your thoughts on HCV treatment moving from being mainly treated by specialists to the community setting? It seems that these new treatments will allow much more diagnosis & treatment in the community setting with much less patient monitoring required.
    Dec 7, 2014. 06:42 AM | 1 Like Like |Link to Comment
  • Dispelling Some Of The Myths Surrounding Gilead Sciences [View article]
    Let me say something about pharmaceutical pricing. Yes, the pharmas are generally reticent to compete on list prices of their products, especially as list prices are publicly available and are used for reference pricing. However, in terms of net pricing with the ABBV entrant into the marketplace you can expect that ABBV management will seriously consider taking non-transparent (i.e., undisclosed) discounts of 20-30% in order to displace GILD's market position. This will put pressure on GILD to discount both list and net price to maintain their market share. Any other entrants to the HCV space will exacerbate this. The payers are very eager to control the budget impact of these new HCV treatments, as evidenced by the recent news that France has placed a yearly cap on the HCV budget. Granted, this is more of an issue outside of the US than within the US, but US payers will be looking for discounting schemes as well from the pharmas.

    Alex, thank you for a well-thought out and well-articulated analysis and thanks to the many thoughtful commenters.
    Dec 7, 2014. 06:38 AM | Likes Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    pete - please see my comment above. The cell internalization step may not occur when the cancer cells reside in a solid tumor within a whole organism.
    Dec 6, 2014. 04:56 PM | Likes Like |Link to Comment
  • Endocyte Fails Ovarian Cancer Trial, Now What? [View article]
    This is a nice piece of work and published in a premier journal. The issue here is that results in cell culture in optimal laboratory conditions do not always translate into what happens in a human with a cancerous growth. The study described clearly shows that in immortalized cancer cells in cell culture you can get internalization. This may not happen in the real world in a patient where the targeted cells reside with in a solid tumor.
    Dec 6, 2014. 04:54 PM | Likes Like |Link to Comment
  • Annaly: A Yield-Strong Investment Option For An Income-Tilted Retirement Portfolio [View article]
    Good analysis. I own NLY for the long haul, and even with a capital loss I am ahead with accumulated dividends that have been used to continue to build my portfolio. NLY has a place for risk-tolerant income investors. I too own PSEC, KMP (now converted to KMI), and O. I am very comfortable with KMI and O. PSEC is a little more worrisome, but I continue to watch and wait.
    Dec 6, 2014. 06:37 AM | 1 Like Like |Link to Comment
  • Shell's Third-Quarter Results: Good News, But With Hidden Dangers [View article]
    The article clearly states the RDS is exploring in the US Arctic, not the Antarctic.
    Nov 30, 2014. 03:36 PM | Likes Like |Link to Comment
  • Kinder Morgan: The Storm Before The Calm [View article]
    As of now there is only KMI as it has absorbed KMR, KMP, and EPB.
    Nov 30, 2014. 01:13 PM | 1 Like Like |Link to Comment
  • Pfizer Does Not Need AstraZeneca [View article]
    Personally, I think that PFE will eventually go the route that ABT took and break itself up into 2-4 separate entities in order to unlock shareholder value and to allow for growth in the individual new entities. PFE now is too big to show much year-to-year growth.
    Nov 28, 2014. 05:52 PM | 1 Like Like |Link to Comment
  • Pfizer cuts profit outlook after Merck deal [View news story]
    SA Editors - PFE's deal is with German-based Merck KGa, not the US Merck
    Nov 17, 2014. 05:59 AM | 3 Likes Like |Link to Comment
  • Main Street with preliminary Q3 results; sets special dividend [View news story]
    Oct 23, 2014. 12:58 PM | Likes Like |Link to Comment