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Gilead Sciences Inc. Message Board

cd3313 10 posts  |  Last Activity: Sep 2, 2014 8:55 AM Member since: Mar 1, 1999
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  • from $115. Was posted to my Schwab account at 3:09 this morning.

    In addition to the 3 scientific conferences that Gilead will be presenting at this week and next, Gilead has added the following 2 events to its website:

    Robert W. Baird & Co. 2014 Healthcare Conference on Thursday, September 4.

    2014 Morgan Stanley Global Healthcare Conference on Tuesday, September 9.


    Sentiment: Strong Buy

  • Reply to

    RBC raises GILD price target to $115

    by cd3313 Aug 22, 2014 9:58 AM
    cd3313 cd3313 Aug 22, 2014 1:31 PM Flag

    hewmanbing, thanks for the story, all I got was the headline.
    I heard about the release dates for the TAF data during the earning's call. Could be I confused the studies, but they'll be rolling out multiple TAF data sets throughout the quarter. Clinicaltrials DOT gov lists the TAF trials that Gilead is running.
    Gilead's earning's slides also state we'll be hearing more about Idelalisib and Letairis in the near future.
    Gilead's going to have a lot to talk about before October 10. And they've got the powder to back it up.


    Sentiment: Strong Buy

  • from $102 with an Outperform rating.
    This was reported by Reuters and posted to my Charles Schwab account at 5:35 this morning.

    Also, saw a tweet this morning that data from Gilead's study of GS5806 for RSV will be the subject of a story in the upcoming issue of the New England Journal of Medicine.


    Sentiment: Strong Buy

  • But, as a long, I sure like what the stock's been doing the last couple of weeks in this trader's market.

    Over the next couple of weeks, the focus will shift to the fundamentals.


    Sentiment: Strong Buy

  • While some here are focusing on Gilead's 3 PDUFA dates for Cobicistat (10/3), Elvitegravir (10/4), and the Sofosbuvir/Ledipasvir combination (10/10), many others are focused on the hourly/daily charts and looking to trade the stock after the recent gains.

    Just don't forget about Gilead's OTHER catalysts during this quarter:

    Top-line data for Letairis from the AMBITION study may be released at the European Society of Cardiology Congress 2014 (8/30-9/3).

    Top-line phase3 data for TAF (this is HUGE) will be released at the 54th Interscience Conference on Antimicrobial Agents and Chemotherapy (ICAAC 9/5-9/9).

    The European Respiratory Society International Congress 2014 runs from September 6-10.

    Idelalisib should gain full European approval in CLL and iNHL in the very near future (probably by next week), as the recommendation for approval came on July 25 and it usually takes about a month after that to be approved.

    Enjoy your trading gains and short-term tax rate.
    And, keep on rolling those weekly and monthly options out.
    Eventually, you'll get into my January 2015 and 2016 strikes.
    But, you won't be getting Jan'15 $60 calls for $1.71 (currently at $40) like I did in February 2013.


    Sentiment: Strong Buy

  • they thought the stock was undervalued and that they had a huge buyback in place during the earning's conference call?

    I wonder if Cramer covered that short.


    PS. Today is my birthday.

    Sentiment: Strong Buy

  • cd3313 cd3313 Aug 14, 2014 3:39 PM Flag

    Thanks sr.cosa, your posts are appreciated.
    But, I wonder if some of these guys here have 2 weeks of patience in them.
    Eventually, they'll roll into my January 2015's and 2016's.....


    Sentiment: Strong Buy

  • cd3313 cd3313 Jul 30, 2014 6:09 PM Flag

    You're spot-on, aka.

    This recognition of the pricing advantage that Gilead has with an 8-week regimen without the need (or additional expense) of other drugs has not yet been appreciated by the Street. IMO, Gilead was smart to price Sovaldi as it did to protect its use in other regimens prior to the combination's approval. Like Viread for HIV (and the soon to follow TAF) Sovaldi is the BEST single agent in combination therapies for yet another deadly disease.

    Leave it to the yahoos to debate the ethical question of who and when to CURE...

    The pressure will be on THEM when Gilead's combination is approved.


    Sentiment: Strong Buy

  • The dome of the RI State House glow yellow.

    A wonderful weekend to all.


    Sentiment: Strong Buy

  • cd3313 by cd3313 Jul 24, 2014 10:56 AM Flag

    Gilead stated during yesterday's conference call that THEY WILL PURCHASE $1.7 BILLION of their stock...BY SEPTEMBER.

    Upon its completion, the additional $5 BILLION share repurchase program will IMMEDIATELY go into effect.

    Congrats to Gilead on another OUTSTANDING quarter and for idelalisib's early approval.

    Congrats to the LONGS for the extraordinary profits their foresight, patience, and fortitude have brought them in this twisted, fast-money, get-rich-quick market. As evidenced by the analysts' upgrades today, there is TREMENDOUS VALUE in being ahead of the curve and recognizing that MORE good things will come to those who wait.

    And finally, CONGRATS and BEST WISHES to all the patients who have (and will continue) to benefit from Gilead's efforts to beat so many deadly diseases.


    Sentiment: Strong Buy

105.96+0.03(+0.03%)Sep 19 4:15 PMEDT

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