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  • Gilead Long-Term Prognosis Is Promising [View article]
    guys the January 2017 $100 strike calls are on fire sale. They are going for under $2000 per contract! ($20.00)

    this says the options market is implying that GILD will be trading at or near $115 after two more full years!

    I cannot think of a better risk/reward investment over the next 24 months.
    Dec 30, 2014. 04:03 PM | 2 Likes Like |Link to Comment
  • DoctoRx Positions For 2015: I Have Cut Back On My Exposure To All Biotech Substantially [View article]
    You sound like Michelle Bachman talking about Obama. Stop.
    Dec 30, 2014. 12:36 PM | 7 Likes Like |Link to Comment
  • Danger Zone: [View article]
    Wow you sound like Johnny Cochran, Barry Scheck and Co. defending OJ.

    All of the facts presented against CRM are ludicrous, misleading and useless.

    "If Marc says they are awesome, you better buy some!"
    Dec 30, 2014. 12:29 PM | 3 Likes Like |Link to Comment
  • A Story With An Unhappy Ending [View article]
    As a fellow Doyle I must say we think along the same lines.

    The one graph that would be revealing if you could build it would be to show the net worth of Marc Benioff over the same time frame. Via the stock options and grants, Marc and his team have helped significantly to create the giant gap between revenue and income. Their compensation is nothing short of ridiculous if executives are measured by company profit and shareholder value.

    Short CRM
    Dec 30, 2014. 11:31 AM | 7 Likes Like |Link to Comment
  • Gilead Sciences: After The Bloodbath The Stock Is A Strong Buy [View article]
    Adding $100 January 2017 LEAPS whenever I accumulate cash. It's pricing as if the stock will be at $116 in 2 years. Can't think of a better risk/reward than this today.
    Dec 29, 2014. 04:02 PM | 5 Likes Like |Link to Comment
  • 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 | 6 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