JAC92651

JAC92651
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  • Rockwell Medical's Growth Story Set To Begin  [View article]
    I have been trying to find the guidance that you are intrigued by but have not been able to find any guidance.
    Nov 19, 2015. 02:07 PM | Likes Like |Link to Comment
  • Rockwell Medical's Growth Story Set To Begin  [View article]
    Tuliptown,
    you wrote - "guidance is intriguing" I was looking for guidance and could not locate any. What did you see?
    Nov 19, 2015. 01:52 PM | Likes Like |Link to Comment
  • Gilead's Harvoni cleared in Japan  [View news story]
    GILD is up almost one percent verses IBB is now 0.35% I agree with 632 that the short term bottom is in unless we have a massive sell off. Very long with January 16 calls and spreads.
    Jul 6, 2015. 12:56 PM | Likes Like |Link to Comment
  • Why Can't Gilead Run?  [View article]
    very exciting day!
    May 14, 2015. 03:47 PM | 2 Likes Like |Link to Comment
  • Gilead Sciences: The Best GARP Stock In The S&P 500  [View article]
    thank you for an article that hits on a lot of strong quants. I am long and would love for your future values to play out. Gild is my largest position and it has taken very good care of me. I am looking forward to the shorts having a change of heart and closing their positions.


    Settlement Date Short Interest Avg Daily Share Volume Days To Cover
    4/30/2015 55,507,917 10,425,425 5.324283
    May 12, 2015. 02:40 PM | 1 Like Like |Link to Comment
  • Bristol Myers' HCV Cocktail Has Gilead, AbbVie In Its Crosshairs  [View article]
    SE,

    You are embarrassing yourself. At least you should be. You do not even know what Abbvie has in the market. They have not released any drugs with Sovaldi. You don't even know that? Anyone reading SA knows that. Get a clue you click hack.
    Mar 3, 2015. 09:00 AM | 3 Likes Like |Link to Comment
  • U.S. Veterans get Sovaldi for $594/pill  [View news story]
    It is very possible as was mentioned in a prior comment that the VA has always had this discount, I know they automatically get one - just not positive this was the amount. This may not be any news but simply a confirmation of what was already in place. Not sure but staying long.
    Dec 4, 2014. 11:40 AM | Likes Like |Link to Comment
  • Gilead Set To Trounce AbbVie's HCV Combo  [View article]
    Great article - you wrote:

    "So, the question then becomes: Are doctors warehousing Harvoni and Sovaldi scripts in lieu of the pending Viekirax approval? Based on data reflected in Table 1, the answer is no. In fact, quite the opposite is taking place. As per Table 1, scripts data for Harvoni/Sovaldi, obtained from IMS and reported by RBC Capital, show scripts for Harvoni accelerating every week since its approval on Oct. 10, 2014."

    I think the better conclusion is: If some insurers are holding back approval waiting for a lower price option, the volume for those who are not holding back is still increasing substantially with the additional volume of International that will drive it even higher. So if the total market is increasing dramatically, ABBV can capture share but GILD will still have a significant increase in revenue and profit.
    Dec 2, 2014. 08:11 PM | 1 Like Like |Link to Comment
  • Gilead Set To Trounce AbbVie's HCV Combo  [View article]
    great article - thank you - long and strong and agree with the perspective you have presented. Why if I am a DR would I risk my patient with anything but the best.
    Dec 2, 2014. 03:43 PM | 1 Like Like |Link to Comment
  • Harvoni prescriptions totaled ~4,400 last week  [View news story]
    I think they are being very conservative on the total year given 3.6 billion for Q4. Assuming the stockpiling was realistic for Q4 there are still some delays before the full ramp is realized. Plus international. I am long and believe we have much more upside.
    Nov 28, 2014. 12:56 PM | 3 Likes Like |Link to Comment
  • Restoring My Growth Portfolio With Restoration Hardware By Closing Out Celgene  [View article]
    In your table your target price is below your stock price - and the PEG seems miscalculated.

    Is this typos or do you like investing in companies with a lower target?

    Not very confidence building for an article on SA.
    Sep 21, 2014. 05:53 PM | 1 Like Like |Link to Comment
  • Who Is John Galt And What Stocks Would He Buy? Part I  [View article]
    Macro,

    Great positive way of viewing the expanded and mature continuation of Atlas Shrugged. Government is what we need to do together, being a good citizen does not mean vote once every two years - it means getting involved. If more good persons would get involved our Government would be better. If you have a complaint about our Government, get involved - don't complain and gripe - be a part of the solution. Only a teenager would run from home - rather than stay and demonstrate skill in helping change our Country. Ayn ran from Russia - and came here - pretty good sign this is an amazing country.

    Atlas was an interesting read - thankfully we have real people with integrity and the desire to serve society who work hard at improving things for the benefit of many. God bless the USA that we live in today. I remember 2007, anyone who says today we are worst off is either too young or needs to change the channel from Fox "Entertainment for Old Bitter People" News.
    Aug 6, 2014. 12:55 PM | 2 Likes Like |Link to Comment
  • Has Gilead Priced Sovaldi Too High?  [View article]
    I believe that if GILD dropped the price the number of persons who get treatment will increase as the cost benefit ratio would be even stronger. Keep in mind the tiny tiny percent of persons who have been treated. If GILD cut their price by 50% it would eliminate the overhang and allow a faster ramp - the increase in volume could more than offset the pricing reduction.
    Aug 5, 2014. 06:38 PM | 3 Likes Like |Link to Comment
  • Sovaldi And Drug Pricing: The United States Of Saps  [View article]
    Express Scripts is not like the HMO's Express Scripts resells marked up prescriptions that they negotiated discounts on. They do not have the risk of an HMO or insurer.
    Jun 20, 2014. 02:37 PM | Likes Like |Link to Comment
  • Sovaldi And Drug Pricing: The United States Of Saps  [View article]
    Express scripts makes money by negotiating discounts on prescriptions, marking them up and reselling them. GILD is not giving them any larger of a discount than they are giving the hospital systems, therefore they do not have a margin to make. Express Scripts business model needs big discounts for them to mark up. GILD is not playing their game and they are pissed because they cannot make a profit. Express Scripts never is at risk because they are not an insurer - they are a middle man who cannot play in this game because GILD is not willing to allow them to make a huge markup when they risk NOTHING. Who is the real bad guy here? LONG GILD.
    Jun 20, 2014. 02:34 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
78 Comments
94 Likes