what happens when BMRN presents another drug before the FDA, they will remember the arrogance of presenting a drug they had no business of ever bringing before the panel. Its a shame because they have a great pipeline that will be tainted by the stupidity of the CEO.
oh yeah great, the commercial starts by touting all the advancements that have been made in the Hep C space and then advices people to contact their doctor about a regiment that could save their lives and than as an after thought they put the name of gilead in the corner of the screen. the advertisement could have as much affect on the competitors.
and then blew a lot of smoke on how they were going to own the DMD space. At best the co. will get a black box label and scare any doctor who wants to prescribe it. Oh the liability.
he is a total idiot. always quotes someone who is long BMRN and has no clue as to what the issues are in regards to drisa. I responded to his misinformed article. Ben does the same to Gilead a company that will make over $14 a share next year.
SRPT drug after nov. adv. committee doesn't seem such a stretch. What better way to mollify the disgruntled parents.
after all parents who want their children on the serepta drug will be advocating for its use. Given the safety profile of SRPT what would be the point of convening another advisory committee. Would they not be questioning how effective and safe the drug is. It seems to me that if they call for the approval of the BMRN drug which has many side affects why not annnounce SRPT approval the next day.
my only problem with your analysis is that you have this stock tied to option trading and nothing else. Taking into consideration that we have weekly options it will never get out of its own way. Earnings will not matter, Leukemia breakthrough, HEP C across all genotypes , HIV and all that Jazz . My feeling is that somewhere along the line its something else and I don't know what. After all every other company has weekly options and news drives them.
I don't get it, the only reason that I can think of is their debt load and fear of rising rates in the USA. But they are stationed in Europe and rates are going down.
I have suffered mightily with this stock, but even I know that there is some light now at the end of the tunnel. Don't let those little blue tabs blur your vision to the point you miss the light.
they jumped $300 or more on early data, but gilead being Gilead, will it be shown the same respect.
HIV pill approval ? yes; approval of harvoni across all genotypes? yes; Federal government tells states they have to provide hepC cure ? yes. Expansion of HepC overseas ? Yes ; great pipeline? yes. What more do they want. ISIS gets positive results for LIP A , the stock jumps $7 and more in one day.
Ill tell you what, the street stinks. Give them a stock with no earnings and revenue growth and the stock would be $100. As far as earnings, who cares! Totally disgusted . I find myself in the same situation with Gilead.
I know they partner a lot of their drugs , but look at the latest news on heir phase 2 study in regards to heart disease drug. It could add billions in sales. The co. has only 117 million shares and even at $100 a share it would be very doable .