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MEKhoury

MEKhoury
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  • There Is Still Time To Join The Gilead Bandwagon [View article]
    Hi Pharma Doc,

    Do you know when we can we expect the pricing announcement ?

    Thanks for your comments
    Dec 15, 2014. 05:22 PM | Likes Like |Link to Comment
  • Harvoni + Sovaldi scripts in line to hit consensus [View news story]
    @ Hector

    http://seekingalpha.co...
    Dec 12, 2014. 01:11 PM | Likes Like |Link to Comment
  • Gilead Sciences' (GILD) Management Presents at Piper Jaffray Healthcare Conference (Transcript) [View article]
    Also long but

    "Hepatitis C worldwide Market Size: ~160 MM to 185 MM people = $11.2 Billion to $12.95 Trillion assuming conservative $70K per regimen"

    You aren't considering that the ~70k per regimen is US ONLY, and that everywhere else in the world has a massive discount from this, in Egypt, for example, under $1000.
    Dec 3, 2014. 03:47 PM | 2 Likes Like |Link to Comment
  • Mongolia restarts bids for giant coal project [View news story]
    Yeah ask TRQ how well things are going with the Mongolians.
    Dec 3, 2014. 12:37 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences' (GILD) Management Presents at Piper Jaffray Healthcare Conference (Transcript) [View article]
    "we’re largely trying to out-innovate our own market-leading products at this point."

    Great to hear from any business.
    Dec 3, 2014. 12:24 PM | 2 Likes Like |Link to Comment
  • Dudley: Still on course for mid-2015 rate hike [View news story]
    Lol k
    Dec 1, 2014. 04:16 PM | Likes Like |Link to Comment
  • Investors Should Be Concerned About Gilead [View article]
    That article is timestamped NOV. 25, 2013, 4:45 PM

    ?

    I'm not sure you realized this.
    Nov 24, 2014. 02:30 PM | 1 Like Like |Link to Comment
  • Investors Should Be Concerned About Gilead [View article]
    Would have been nice to have you explain WHY earnings growth may have peaked this year, instead of just saying "maybe."

    There just doesn't seem to be any analysis here at all, other than general technical observations.
    Nov 24, 2014. 01:40 PM | 56 Likes Like |Link to Comment
  • New Mongolia PM seen bringing little new to Oyu Tolgoi talks [View news story]
    No surprise here.
    Nov 24, 2014. 12:59 PM | 1 Like Like |Link to Comment
  • HBO thinks it can thrive in streaming and pay-TV worlds [View news story]
    Content is king, and HBO has the best content out there right now. They will thrive as long as this continues.
    Nov 21, 2014. 12:56 PM | 1 Like Like |Link to Comment
  • EOG Resources +4.7% AH on Q3 beat, guidance hike [View news story]
    They just got hit with the entire sector. Fundamentals and truths be damned. Such is the stock market.
    Nov 4, 2014. 06:10 PM | 1 Like Like |Link to Comment
  • EOG Resources +4.7% AH on Q3 beat, guidance hike [View news story]
    You don't honestly believe US domestic production is going to 'put the Saudis out of business' do you?
    Nov 4, 2014. 05:58 PM | 1 Like Like |Link to Comment
  • Were Gilead's Earnings Really A Disappointment? [View article]
    From the report, "Included in our GAAP and Non-GAAP earnings per share amounts for the third quarter of 2014 is a cumulative catch-up of $337 million ($0.21 per diluted share) related to the non-tax deductible Branded Prescription Drug (BPD) Fee for the final regulations in the Affordable Care Act issued during the quarter."

    That's really the story behind the 'miss' -- take that out and it's a beat. Attention to detail tells the real story.

    " Excluding the $0.21 impact of the non-tax deductible BPD cumulative catch-up fee, Non-GAAP diluted EPS would have been $2.05 for the third quarter of 2014."
    Oct 30, 2014. 09:09 AM | 3 Likes Like |Link to Comment
  • Obscene Risk Hidden In Plain Sight [View article]
    Thought-provoking -- thanks
    Oct 29, 2014. 05:13 PM | 2 Likes Like |Link to Comment
  • QE ends, "considerable time" language stays for now [View news story]
    More impending doom, of course.
    Oct 29, 2014. 04:10 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
255 Comments
571 Likes