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Doyle3000

Doyle3000
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  • Gilead Sciences Stands Alone [View article]
    133 (do you mind if I just call you 133?) is this one of your worst paper loss days? I remember you saying you had a ton of shares. I know all 5 of my accounts are blazing red given how much GILD I'm holding.

    But GILD (like AAPL) was always meant to be a long term holding so I'm ok knowing that it'll come back
    Dec 22, 2014. 12:33 PM | Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    your well-written comment still holds true regardless of today's announcement. I'm staying long.
    Dec 22, 2014. 12:26 PM | Likes Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    it's not a loss unless you sell Michael Edwards. Hang in there. It's just numbers. I still believe GILD will be my best performing stock over the next few years. Their drugs are management team and cash flow will win out.
    Dec 22, 2014. 11:17 AM | 10 Likes Like |Link to Comment
  • Express Scripts/AbbVie HCV deal should not be surprising [View news story]
    you'd be a fool to short GILD after the retreat. Once the dust settles and more news starts coming out of GILD, Express Scripts and Patient complaints, GILD will be right back at $105.

    And after earnings announcements it'll jump to $115. DO NOT LISTEN TO THIS GUY
    Dec 22, 2014. 11:08 AM | 9 Likes Like |Link to Comment
  • Gilead: What's Ahead In 2015 For This Biotech Juggernaut [View article]
    I just looked at my statements, when AAPL was at $400 I literally had 60% of my portfolio in it. Risky but it paid off. For both of us!!

    Now I have to wait for the market to see that GILD is still going to make a lot of money regardless of today's really bad news.
    Dec 22, 2014. 10:04 AM | Likes Like |Link to Comment
  • 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]
    RoguePanther,
    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 | 2 Likes Like |Link to Comment
  • Danger Zone: Salesforce.com [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
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