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The Blackstone Group L.P. Message Board

dklatt1012 90 posts  |  Last Activity: 14 minutes ago Member since: Mar 30, 2012
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  • Reply to

    Abbvie's V'Pak sales WON'T reach $3B+ in 2015

    by cd3313 1 hour 49 minutes ago
    dklatt1012 dklatt1012 14 minutes ago Flag

    Hey, I personally have access to 100% of those afflicted with Hep C - just contact me.

    ABBV CEO is so full of #$%^

    Sentiment: Buy

  • Reply to

    Abbvie's V'Pak sales WON'T reach $3B+ in 2015

    by cd3313 1 hour 49 minutes ago
    dklatt1012 dklatt1012 1 hour 18 minutes ago Flag

    ABBV CEO is spinning his statements, in that by saying they have "access" to these patients via their Express Scripts deal but doesn't mention that many insurers that have Express Scripts contracted have made direct deals with GILD. These are misleading statements and that if I were a law firm would see an opportunity to work on ABBV shareholders behalf. If I were a ABBV shareholder, I would be selling my position immediately.

    And one wonders why you can't trust big business - this CEO should be fired immediately and shame on the analysts for not putting him on the spot after making such statements

    Sentiment: Buy

  • I am getting that sneaking suspicion that unless GILD splits - we will never go below 103 again

    Sentiment: Buy

  • Reply to

    ABBV Earnings and Call

    by dklatt1012 Jan 29, 2015 12:03 PM
    dklatt1012 dklatt1012 22 hours ago Flag

    From your keyboard to the markets ears -

    Sentiment: Buy

  • dklatt1012 by dklatt1012 Jan 29, 2015 12:03 PM Flag

    Tomorrow will give us great insight as to what will happen with GILD Tuesday. We could easily see a 2.5% pop tomorrow if ABBV Hep C product guidance isn't up to what analysts think it should be. I fell fairly confident we will see 106 going into GILD earnings

    Sentiment: Hold

  • Reply to

    Question?

    by oceansushi5 Jan 4, 2015 10:16 PM
    dklatt1012 dklatt1012 Jan 5, 2015 2:28 AM Flag

    They would be in court faster than you can say SEC. The consensus number for 2015 is 9.88 - based on earnings prior to HPc where earnings were 3.30, Harvoni and Solvaldi would need to only account for 6.58, I think thats a more than sure thing, Share buyback will be the bonus, maybe moving this to maybe 10.50 2015 EPS, Was thinking, that voucher they bought - could it be that they are considering partnering with the company that has been able to cut the length of treatment by half ? Even at an 11 multiple, this thing should be just north of 115 right now

    Sentiment: Buy

  • Reply to

    GILD stock price estimates

    by rookie_4488 Jan 3, 2015 10:59 AM
    dklatt1012 dklatt1012 Jan 3, 2015 7:30 PM Flag

    I think that even if ABBV takes 20% of the market ( I also think that 20% is a huge number ) that 9.88 for next year is very achievable - If Harvoni and Sovaldi account for approx 80% of revenues, they're other products should fill the gap - don't forget about the voucher they have as well - wouldn't be surprised they bring another product to market in 2015, this stock should move higher into earnings because A) The Express Scripts news oversold B) If I were CFO, and I had confidence it next years estimates, I would have taken advantage of the dip and buyback a sizable chunk of stock. They are going to hit they're 4th Q numbers, maybe a bit of a surpass in profits as startup costs for Harvoni and Solvadi wind down. Though I am afraid a bit about the guidance - if 9.88 is in play there could be a selloff after earnings - lot of 100 Jan calls contracts on Friday. I think 103 to 105 is not unreasonable before earnings

    Sentiment: Buy

  • Reply to

    Call Options

    by dklatt1012 Jan 2, 2015 10:32 AM
    dklatt1012 dklatt1012 Jan 2, 2015 11:29 AM Flag

    Its now 4200 contracts

  • Reply to

    Call Options

    by dklatt1012 Jan 2, 2015 10:32 AM
    dklatt1012 dklatt1012 Jan 2, 2015 10:55 AM Flag

    over 3200 contracts

  • dklatt1012 by dklatt1012 Jan 2, 2015 10:32 AM Flag

    Big bets on the Jan 17 100 calls

    Sentiment: Buy

  • Reply to

    Juno Insider Buys $15,000,000 Shares,,

    by steel.manof Dec 29, 2014 11:33 AM
    dklatt1012 dklatt1012 Dec 29, 2014 12:52 PM Flag

    Note that he bought at 25 per share - its at 50+ right now
    I think I will wait a bit on this one, just had an IPO and I can see the price coming down 30%
    Several studies in Phase1/2 plus they have some legal issues with Novartis

  • dklatt1012 by dklatt1012 Dec 25, 2014 12:39 PM Flag

    What I find irreprehensible is that ESRX in likelihood has been conspiring with Insurance companies to stockpile patients for ABBVs drug in anticipation of this announcement. The drug was approved Friday and the deal is announced ( mind you I didn't say was agreed to ) at 12:01 AM Monday morning ? I say BULL&%$#. This tactic stockpiling would be an attractive bargaining tool on behalf of ESRX that to me, smacks of collusion. By stockpiling they would also be able to bolster ABBVs prescription numbers near term and create a false sense that ABBVs drug is attracting more their anticipated prescription numbers - another sales tool.

    Also what I find odd is that wasn't it ESRX that announced that the drug would be available to patients starting Jan 1, 2015 ? Usually its the drug manufacturer that announces when it will be available.

    I hope someone looks into this, Can you imagine the culpability issues, anti-trust ?

    No one can tell me that I am the only person that has thought of this .

    If so make me your CEO, or at least your Head of Legal Affairs

    Sentiment: Hold

  • Reply to

    ENTA

    by dklatt1012 Dec 24, 2014 3:32 PM
    dklatt1012 dklatt1012 Dec 24, 2014 5:05 PM Flag

    The silver in this lining ?

    There in no way in hell that this news is worth 30B - it will be back at 105 by earnings, GILD will take a shot across the bow soon -

    it could be a tactical hit though - can you imagine a commercial spot by GILD depicting the possible side effects and the regiment you need to on if you used ABBVs drug ?

    Doctors would need to fess up to their clients and that wouldn't bode well for the insurance companies

    I say maybe they should make me their Head of Advertising

    Sentiment: Buy

  • Reply to

    I kind of wonder ...

    by illogicalserenity Dec 24, 2014 10:28 AM
    dklatt1012 dklatt1012 Dec 24, 2014 4:56 PM Flag

    What I find irreprehensible is that ESRX in likelihood has been conspiring with Insurance companies to stockpile patients for ABBVs drug in anticipation of this announcement. The drug was approved Friday and the deal is announced ( mind you I didn't say was agreed to ) at 12:01 AM Monday morning ? I say BULL&%$#. This tactic stockpiling would be an attractive bargaining tool on behalf of ESRX that to me, smacks of collusion. By stockpiling they would also be able to bolster ABBVs prescription numbers near term and create a false sense that ABBVs drug is attracting more their anticipated prescription numbers - another sales tool.

    Also what I find odd is that wasn't it ESRX that announced that the drug would be available to patients starting Jan 1, 2015 ? Usually its the drug manufacturer that announces when it will be available.

    I hope someone looks into this, Can you imagine the culpability issues, anti-trust ?

    No one can tell me that I am the only person that has thought of this .

    If so make me your CEO, or at least your Head of Legal Affairs.

    Sentiment: Buy

  • dklatt1012 by dklatt1012 Dec 24, 2014 3:32 PM Flag

    GILD should buy ENTA - they are cheap, 1B market cap

    Wouldn't that be a kick in the nuts

  • dklatt1012 by dklatt1012 Dec 24, 2014 12:47 PM Flag

    Normal sell off into a long holiday weekend - just happy to see GILD close up.

    Next wednesday it will be back up to 95 - we'll see 105 into earnings. Have held all shares through this blip.

    Express Scripts has opened themselves up to extreme risk, if 1 patient dies because of not being able to get GILDs product and forced to use ABBVs product, game, set - match

  • dklatt1012 by dklatt1012 Dec 24, 2014 9:14 AM Flag

    Maybe the SEC should take a quick look into the board members and management of Express Scripts and ABBV portfolios - wouldn't be surprised that someone here traded illegally

  • dklatt1012 dklatt1012 Dec 23, 2014 11:54 AM Flag

    The 1st time someone dies from the side effects of ABBV Hep C drug there is going to be hell to pay. Express Scripts just opened themselves up to huge risk

  • What would happen if GILD decided to not sell all Hep C drugs to Express Scripts ?

  • dklatt1012 dklatt1012 Dec 22, 2014 5:38 PM Flag

    I know that there is such a thing as hearing loss - Sir, you have hearing dyslexia

    That was not said - must be a Republican

    Sentiment: Hold

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