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STREETRE2

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  • With 3 Near-Term Catalysts And Heavy Insider Buying, This Biotech Should Be In Your Portfolio Now [View article]
    Good article. What about PFE s deal with OPK?
    Apr 28, 2015. 07:39 AM | 1 Like Like |Link to Comment
  • AbbVie's Stock Now Has A Lot To Gain [View article]
    To the author's point, the supply chain for Humira is complex. Also, ABBV has done a stretch of gated FDA approvals and product launches for various indications. RA, Chrones, Psoriasis, Pediactric, etc. So competitors would need to go through clinicals by indication as well, the most lucrative being RA of course. If will also be very expensive to get to an approved FLTS. However, it has been reported that Amgen is in the lineup to attempt to launch a Biosimilar. Ironically, Hospira, former ABT spinoff that PFE just bought, was primarily purchased, per analysts, for Biosimilar capabilities. It has been reported they are working on a Biosimilar for Remicade. However, ABBV most likely will not stop with acquisitions and have an interesting pipeline including a serious endometriosis candidate, Oncology, and I believe a Parkison's candidate, any one of which if gets approved, could taper Humira life span concerns. I am watching for more smart acquisitions.
    Mar 15, 2015. 08:16 PM | Likes Like |Link to Comment
  • MDXHealth - Piggybacking On Exact Sciences' Cologuard Success [View article]
    How does MHR s prostate test compare with OPKO s 4K Score prostate test?. Both claim to reduce biopsies.
    Feb 23, 2015. 11:03 PM | Likes Like |Link to Comment
  • AbbVie Inc. Earnings Reported: Where Do We Go From Here? [View article]
    With PFE buying HSP, this could really push the Biosimilar market. HSP has advanced one for Remicaid, the J&J RA drug. It would be ironic if HSP did a Biosimilar for Humira, since they were spun off by the mothership ABT/ABBV. PFE paying $90 a share for HSP or a 39 percent premium to yesterday's closing price.
    Feb 5, 2015. 08:37 AM | Likes Like |Link to Comment
  • AbbVie Inc. Earnings Reported: Where Do We Go From Here? [View article]
    ABBV is working on a Parkinson's drug and an endometriosis drug. My question is regarding the patent on Humira. The drug has been approved by the FDA in a gated fashion. First for RA, later for Psoriasis, later for Chrones, etc. So does this mean the patent protection is based on a time lag based on approval dates for staggered indications? If so, competition would be also based on a gated timeline, providing ABBV to extend proprietary sales.
    Feb 4, 2015. 07:13 PM | Likes Like |Link to Comment
  • Notes from Gilead Q4 earnings call; HCV discounts go up [View news story]
    No good deed goes unpunished. Drive it down. I'll buy more and ride it back up. Would like to be long but manipulators make playing the roll profitable over and over again.
    Feb 3, 2015. 06:15 PM | 4 Likes Like |Link to Comment
  • Bet The Farm On Gilead... Again [View article]
    Spreading the risk. GILD + CELG
    Feb 3, 2015. 09:27 AM | Likes Like |Link to Comment
  • Regeneron Shows Biotech Investors Have Left Their Wildcatting Days [View article]
    What about Biogen Idec?
    Feb 2, 2015. 05:57 PM | Likes Like |Link to Comment
  • Regeneron Shows Biotech Investors Have Left Their Wildcatting Days [View article]
    I agree, let CELG pick the small biotechs for us. They are the experts.
    Feb 2, 2015. 05:55 PM | 2 Likes Like |Link to Comment
  • AbbVie's Viekira Pak Has Caught Everyone's Attention [View article]
    Like the $1.6 Billion for the Shire acquisition breakup?
    Jan 31, 2015. 03:24 PM | Likes Like |Link to Comment
  • AbbVie's Viekira Pak Has Caught Everyone's Attention [View article]
    Also watch Hospira, in the Biosimilar space. A previous spin off from the mothership, is on the trail.
    Jan 31, 2015. 03:21 PM | Likes Like |Link to Comment
  • AbbVie's Viekira Pak Has Caught Everyone's Attention [View article]
    Quote " AbbVie reported a fourth-quarter loss of $810 million, or 51 cents a share, on costs associated with its scuttled plan to acquire Shire PLC for $54 billion last year. Excluding those costs and other items, AbbVie would have earned 89 cents a share on $5.45 billion in sales, more than analysts' expectations and up from earnings of 82 cents a share on sales of $5.1 billion in the year-earlier period. Sales of AbbVie's biggest drug, the anti-inflammatory treatment Humira, rose 11% to $3.36 billion in the quarter.
    Jan 31, 2015. 03:13 PM | Likes Like |Link to Comment
  • AbbVie Earnings Preview: HCV Cocktail In Focus [View article]
    The $1.6 Billion ABBV paid to Shire to break Acquisition deal had a negative impact on reported EPS with apparently no ramifications for top brass. Now it is costing shareholders in price depreciation.
    Jan 31, 2015. 01:08 PM | Likes Like |Link to Comment
  • Can Gilead Beat AbbVie At Its Own Game? [View article]
    I own both companies. I did read today that one of the providers that Abbvie cut a deal with is not releasing RX data, indicating RX stats for ABBV might be understated. Also ABBV has cut deals at the state level recently with multiple states for Medicare. ABBV to announce earnings Friday so maybe more news will be available and GILD early Feb. Neither company is a one trick pony, with ABBV working on Parkinson's and Endometriosis and Cancer drugs, not to mention increased applications for Humira therapy. GILD of course has the HIV pipeline among other promising drugs. Of course taking one pill a day for GILD vs multiple pills for ABBV is a big advantage. But the fight now is a global race to lock in exclusivity deals with the impact on margins still a question mark.
    Jan 28, 2015. 04:35 PM | 8 Likes Like |Link to Comment
  • Gilead Sciences: Buy On The Drop? [View article]
    Strange GILD down 14 per cent while ABBV relatively flat
    Dec 23, 2014. 07:40 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
191 Comments
193 Likes