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  • Gilead Sciences Stands Alone [View article]
    What a conflict of interest between the truly innovative and courageous, risk-taking pharma/biotech companies and these bean-counting payers.

    And guess who loses? The patient who gets inferior care and potentially horrible side effects. I can understand Express bringing on ABBV but cannot believe they'd be morally able to drop the GILD regimen which is simpler and more efficacious.

    It was an unethical and immoral decision.
    Dec 22, 2014. 09:53 AM | 2 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    I'm 100% sure Express Scripts is not paying $83,319 or they'd never have chosen ABBV and kicked out GILD.
    Dec 22, 2014. 09:40 AM | Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Um are you sure Menicholas? Looks like Express Scripts thinks otherwise. Their profit trumps your sickness.
    Dec 22, 2014. 09:38 AM | Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    And now Express Scripts just ensured that most of their Hep C patients will get to have the same fun that you did! I cannot believe the US laws would allow a payer to bean count their decisions at the expense of human health. I am ashamed.
    Dec 22, 2014. 09:36 AM | 4 Likes Like |Link to Comment
  • Despite Berkshire Endorsement, Express Scripts Has Headwinds [View article]
    Today Express Scripts just announced that for Hepatitis sufferers, their only choice is a 6 pill regimen from Abbvie. It comes complete with side effects like anemia and has proven to not be as effective as the 1-pill, no side effect, higher cure rate Harvoni pill.

    Do you REALLY think Express Scripts is looking out for it's patients? Are you serious? This is 100% about money. Who cares if their patients get anemia?
    Dec 22, 2014. 08:33 AM | Likes Like |Link to Comment
  • HCV-related firms on the move premarket [View news story]
    With all the side effects and complexity (6 pills vs. Harvoni 1 pill) of the ABBVIE treatments, I wonder how long it will take before the doctors and patients force Express Scripts to cover GILD's superior treatment?

    This struck me as odd that Express Scripts just chose 1 to cover.
    Dec 22, 2014. 08:24 AM | 1 Like Like |Link to Comment
  • Danger Zone: [View article]
    Welju Grouv - great articles! Made my Sunday morning. All of this just continues to validate that CRM stock must calibrate to its true value one of these days, and I think that is 75% below where it is today.

    Patient shorts will really enjoy this ride down but it is taking a lot longer than I could've imagined due to the Fed's easy money policies; and the general investor not knowing many of the facts laid out in those articles.
    Dec 21, 2014. 03:40 PM | Likes Like |Link to Comment
  • The Santa Claus That Started The Fire [View article]
    I think KO is going to go into secular decline and will have to manage like MO and PM, wherein they just have to maximize their profits from the addicted ones.

    As a data point, none of my 3 children drink soda though it's prevalent at all of their eating spots, including home. And I took 3 of the kids' friends on spring break last year and it was very hot at the beach and not one of the six kids had a soda all week.

    I put KO in the same basket as CSCO, it pays a dividend and won't go bankrupt, but it is dead money. If you're younger than 60 I'd think about moving some KO into a better cornerstone like KMB, JNJ, etc.
    Dec 21, 2014. 03:02 PM | Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    Keep banging the drum Bret. We all did the same when AAPL was at $540. I see deja-vu all over again. As a matter of fact I'm starting to trim my AAPL to add to my GILD.

    We are all very fortunate to have 2 ridiculously undervalued mega-cap stocks to ride over these last 2 years. 2015 is going to be the year of GILD.
    Dec 20, 2014. 02:41 PM | 3 Likes Like |Link to Comment
  • Update: News On Gilead From The California Technology Assessment Forum [View article]
    not for health care, especially if a quick, easy & likely cure would save the payer significant money
    Dec 19, 2014. 03:10 PM | Likes Like |Link to Comment
  • Junk Bonds Are Going To Tell Us Where The Stock Market Is Heading In 2015 [View article]
    I wouldn't be surprised at all if there were a mini-crash if oil kept dropping and several junk bond owners didn't get their coupons or had to dump their bonds at $0.50 on the dollar.

    But once the dust settled, everyone would see the value in the good stocks and buy the dip, even if it was a quick 10% dip. So many solid companies out there making good, real GAAP profits. A junk bond crash wouldn't really change that.
    Dec 19, 2014. 01:48 PM | Likes Like |Link to Comment
  • Update: Bad To Worse At ARCP [View article]
    If you read the CAO's lawsuit, it says the CEO and Chairman orchestrated the fraud then tried to cover it up with another appropriate transaction later.

    So if her allegations turn out to be true, the bad news is that the crime originated at the top but the good news is that they are ALL out.

    Fresh slate, nice occupancy rates, nice rental fees, good economy. And the money they'll save not paying the people who left will help cover the lawsuits and then some.

    This guy Nick Schorsch is just going to have a terrible 2015. I think he's dirty and he's going to be in court all year.
    Dec 19, 2014. 12:21 PM | 3 Likes Like |Link to Comment
  • Gilead Sciences Stands Alone [View article]
    So many people think expensive drugs are bankrupting our Medicare/Medicaid system but it's the treatment of chronic illnesses over decades that is doing it. Combined with the exorbitant money we spend on someone during the last month of their life. We just won't let dying people go home and die for some reason.

    This is a CURE. Medicare/Medicaid doesn't have to spend a penny more on a HEP C patient once the investment is made. These patients can be pretty young and have decades of chronic disease treatment avoided.

    If we really wanted to have a solvent health care system, we'd reward more for cures and less for treating chronic illness. Even in our broken reimbursement for services vs. reimbursement for health format!!
    Dec 19, 2014. 12:14 PM | 3 Likes Like |Link to Comment
  • Danger Zone: [View article]
    I forgot the card had the word P-O-N-Z-I on top. it's like watching an old 80's comedy that you forgot was so funny.

    This card is some of your best work II
    Dec 19, 2014. 12:08 PM | Likes Like |Link to Comment
  • Update: Bad To Worse At ARCP [View article]
    If you're a deep value lover, you should like ARCP at these prices no?
    Dec 19, 2014. 10:27 AM | 4 Likes Like |Link to Comment