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  • Gilead Feels The Heat Of Competition [View article]
    You sir, are a strong hand. The sellers on this news were weak hands. By the way, there is no gambling at Bushwood. And I never slice.
    Dec 24, 2014. 10:58 PM | Likes Like |Link to Comment
  • Gilead Feels The Heat Of Competition [View article]
    And I should mention that unless you have a valid exception (statin use, GT2, GT3, etc) they'll make you try the ABBV first and if you don't have any adverse events you'll just stay on it. And let's face it, if it cures you with no side effects, you win.
    Dec 24, 2014. 10:48 PM | Likes Like |Link to Comment
  • Gilead Feels The Heat Of Competition [View article]
    The doctor doesn't know. He/She finds out after Express Scripts fills ABBV VP when you present the Harvoni script
    Dec 24, 2014. 10:43 PM | Likes Like |Link to Comment
  • Gilead Feels The Heat Of Competition [View article]
    You're obviously in the know and a little sassy - a perfect combo. So isn't it also true that any patient being forced into the VP from ABBV could get the GILD treatment if they don't tolerate the ABBV treatment (adverse events, etc) ?
    Dec 24, 2014. 10:33 PM | Likes Like |Link to Comment
  • American Realty -7% as accounting fallout continues [View news story]
    to remain in REIT status they must pay the catch-up or set the monthly to equate to 90% of AFFO. (funds from operations)

    So if they have to pay out the equivalent of $0.96 per share ($0.08/month) for the year and they don't start until April they could do a one time catch up of $0.32 ($0.08 per share for 4 months) to start or just lay out the dividend as $0.12 per month April-December. ($0.12 x 8 months = $0.96)

    they can't avoid the dividend long term, they must pay it in the calendar year.
    Dec 24, 2014. 05:15 PM | 1 Like Like |Link to Comment
  • American Realty -7% as accounting fallout continues [View news story]
    REITS pay from FFO (funds from operations) not taxable income. By REIT law ARCP has to pay out 90% of it's 2015 FFO or lose REIT status.
    Dec 24, 2014. 04:51 PM | 1 Like Like |Link to Comment
  • Gilead, Abbvie, Express Scripts, And Biotech Industry Turmoil Seen By Market-Makers [View article]
    "The legal fraternity, an omnipresent remora to the medical community..."

    Brilliant phrase.

    And although the remora in an of itself isn't a malicious or dirty creature, it is still a parasite - resplendent with all of the inherently negative connotations.

    I do need to clarify that this dig intended with moderate offense is directed only at medical plaintiff's attorneys; who can somehow get rich having asbestos manufacturers pay victims who have smoked for 40 years and all of a sudden have lung issues from their 1975 job at the plant that had asbestos present.
    Dec 24, 2014. 03:01 PM | 5 Likes Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    The Fox,
    They'll complain when they get anemia and find out that it was avoidable with Sovaldi or Harvoni. Anemia can be really hard to handle.

    I will agree that most older generation are sheep. It was so sad to see how my mother-in-law was taking about 16 pills a day of which she needed maybe two. She was on pain killing patches sixteen years after her hysterectomy! These doctors will write scripts until the cows come home and anyone born before 1950 believes Doctors to be gods. It is disgusting.

    But I mean this strongly, today's patient is different, especially the younger HIV and HCV ones. They are very connected to support groups and the internet allows them to be very knowledgeable.

    It's not rose-colored argument here. If enough people get anemia, Express Scripts is going to have to cover their 2nd round at full price Sovaldi/Harvoni (bad for Express Scripts); and ultimately really bad as word of mouth vis a vis blogs start sharing their stories and tricks of the trade to get around the potentially inferior treatment.

    As a cancer survivor who was diagnosed while on an HMO I know these facts to be true.
    Dec 24, 2014. 02:40 PM | 2 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    I bought all the way down with AAPL in 2012 with the same conviction as Bret and I have for GILD today. It worked out really well.

    It's deja vu all over again. The weak hands are running away and locking in losses as they always do.

    This story is still one of long term investing in a company that has fantastic drugs, great management, a boatload of cash and an incredibly cheap valuation and PEG ratio.

    No one can pick the bottom. If you believe, you put your money where your mouth is.
    Dec 24, 2014. 12:56 PM | 1 Like Like |Link to Comment
  • Cramer's Mad Money - Is Competition Killing Gilead? (12/22/14) [View article]
    that's completely reactionary and NOT investing.

    it says he really doesn't know these companies nor the risks involved. any monkey could tout a stock on it's way up and then after it tanks say that circumstances have changed.

    let's face it, he never ever warned once in the last 18 months that pricing pressure was coming and there was a reason that GILDs P/E was low.

    and he certainly said on several occasions that CELG was 'cheap'
    Dec 24, 2014. 12:46 PM | Likes Like |Link to Comment
  • 4 Reasons I'm Adding Gilead To My Healthcare Holdings [View article]
    OK you go all in with MRK and I'll go all in with GILD and let's talk in 10 years and see how we did. Oh that's not what you're saying? It sounds like you're saying they are equally valued given future cash flows. I whole-heartedly disagree.
    Dec 24, 2014. 12:30 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences: Buy On The Drop? [View article]
    I read that the EU isn't allowed to do exclusive deals so both would be offered. This is good for both companies actually and is probably what would've made both companies the most money here as well. Can't understand the short-sightedness of ABBV selling on price.
    Dec 23, 2014. 05:07 PM | 2 Likes Like |Link to Comment
  • Who Is The Devil? Will Gilead Fall Or Soar In 2015? [View article]
    The inevitable "Unnecessary and avoidable" patient side-effect litigation will move this along.

    I can see the commercials now:

    "Were you forced to use Viekira Pak by Express Scripts from January 2014 through current date? Did you suffer any side-effects including but not limited to anemia? If so you may be entitled to significant cash rewards! Please call the 800 number below today for a free consultation!"
    Dec 23, 2014. 02:24 PM | 30 Likes Like |Link to Comment
  • Who Is The Devil? Will Gilead Fall Or Soar In 2015? [View article]
    None of these facts below have changed over the last 2 days. GILD is the cheapest large cap in the S & P. Name a cheaper one and I'll buy heavy in that one too!!

    "This year, only 150,000 patients were treated in the US out of over 3 million patients with HCV. The main reason is cost. On a conservative note if budgets were held constant, twice as many patients are cured which still represents HCV drugs being relevant for over a decade in the US without any new patients which is highly unlikely. Also remember, Gilead is not just an HCV company. Gilead has expanding revenue year-over-year in HIV and other disease areas and is building a robust pipeline in cancer, other liver diseases such as NASH, and cardiovascular disease. In 2015, the estimate for Harvoni sales is still in the $10B+ range with a high percentage of profit. Do not forget that Gilead has already provided different payers with special discounts such as a 23% discount on Sovaldi for US government health plans and most recently a 41% discount for Veterans, making the price ranges $48k-$72k or $37k-$56k, respectively. Even at these rates, the return on investment for Gilead is huge."
    Dec 23, 2014. 02:16 PM | 3 Likes Like |Link to Comment
  • Cramer's Mad Money - Is Competition Killing Gilead? (12/22/14) [View article]
    I love how Cramer pounds the table all year long about The Four Horseman of Biotech (REGN, BIIB, CELG & GILD) and all of a sudden this odd thing comes out of nowhere called 'competition' and it's all bad for these stocks and you shouldn't buy them now.

    How can anyone ever listen to this entertainer and direct their hard-earned money based on his whims? This is horribly positioned as financial advice but he has no idea what these stocks are going to do.
    Dec 23, 2014. 01:07 PM | 3 Likes Like |Link to Comment