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Gilead Sciences Inc. Message Board

insider33333 15 posts  |  Last Activity: Feb 24, 2015 10:40 PM Member since: Jul 12, 2014
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  • insider33333 insider33333 Feb 24, 2015 10:40 PM Flag

    yeah, i don't see much of a pullback given everyone's interest in wanting to buy in to apple and positive momentum. Maybe a consolidation phase but still too cheap and lots of press coming with the watch out in april

    Sentiment: Strong Buy

  • insider33333 insider33333 Feb 24, 2015 10:38 PM Flag

    Just like apple a year ago, give it time. The recognition will come and when it does, expect a steady increase in pps. Like android to apple, viekira pak will be shown to be little competition or threat to gilead's earnings

    Sentiment: Strong Buy

  • Reply to

    50 DMA and 200 DMA

    by insider33333 Feb 24, 2015 8:57 PM
    insider33333 insider33333 Feb 24, 2015 10:36 PM Flag

    It's a substantial consolidation period for gild, but it can only last for so long and it's coming to a head. With increasing eps, earnings less than 8 weeks away, increasing # of scripts, and lack of substantial increases in competition scripts (i.e. abbvie), gild's pps almost invariably has to increase barring large scale market events.

    Sentiment: Strong Buy

  • insider33333 by insider33333 Feb 24, 2015 8:57 PM Flag

    The 200 dma continues to increase and is narrowing the gap between the 50 dma. If you look at the one year chart, you will notice that in all previous times when the 200 dma increased and was this close to the 50 dma, the stock price broke out higher. I expect the same in this case. Gild's expectations are intact and guidance has remained positive with better scripts than previously thought. Gild breaks higher to 120 over the next 2 months.

    Sentiment: Strong Buy

  • insider33333 insider33333 Feb 23, 2015 1:00 PM Flag

    I find it hilarious you believe Barron's and that Barron's "confirms" your estimates. Barron's is off - Even if Abbvie has deals with PBMs that cover 20% of the population, it doesn't mean that it's covering 20% of the population with HepC. This has already been discussed after the Express Scripts deal with Abbvie - it's likely that they are only covering 5% of the hep C market.

    Sentiment: Strong Buy

  • insider33333 insider33333 Feb 20, 2015 6:12 PM Flag

    These numbers seen different than what has been posted elsewhere as well as US HCV total sales. Anyone else see this.

    Sentiment: Strong Buy

  • insider33333 insider33333 Feb 15, 2015 12:11 PM Flag

    Abbvie is projected to have sales of $2B but those projections are waaaay off. Those projections are based on abbvie getting 20-30% of the market share and it's not even close to that. Right now, it has 2%. Maybe Abbvie gets 5% of the market share when this is over. With these low number of scripts abbvie is selling per week, abbvie may make only 500 million on vikeira pak this year. Pathetic. With such low sales, gilead will continue to gain market share based on word of mouth (so many more patients using it and doctors prescribing it), abbvie will lose even more market share next year and years to come. Despite all the fear, gilead has the far superior product and expect an ultimate monopoly with harvoni and next generation drugs.

    Sentiment: Strong Buy

  • Reply to

    Gilead inks deal with Anthem for Harvoni!

    by akadvisor2014 Jan 8, 2015 4:12 PM
    insider33333 insider33333 Jan 8, 2015 10:39 PM Flag

    “This news is meaningful in that Anthem -- Express Script’s largest customer -- didn’t follow Express Scripts in preferring AbbVie’s regimen,” said Mark Schoenebaum, an analyst with Evercore-ISI.

    Sentiment: Strong Buy

  • “Favorable pricing” from Gilead along with “clinical differentiators” such as simpler dosing caused Anthem to choose Harvoni over AbbVie’s Viekira Pak, the insurer said. Harvoni is one pill a day, while AbbVie’s drug requires most patients to take four to six pills a day.

    Sentiment: Strong Buy

  • Anthem uses the pharmacy-benefit manager Express Scripts Holding Co. to run its lists of covered drugs, also known as formularies. That makes the insurer’s deal with Gilead particularly striking, since Express Scripts struck a separate exclusive agreement with AbbVie last month. In return for a discount on Viekira Pak, Express Scripts agreed to use AbbVie’s drug for many other plans that the pharmacy benefit manager runs.

    “This news is meaningful in that Anthem -- Express Script’s largest customer -- didn’t follow Express Scripts in preferring AbbVie’s regimen,” said Mark Schoenebaum, an analyst with Evercore-ISI.

    Hefty price tags for hepatitis C drugs have drawn criticism from insurers and lawmakers. Gilead’s Sovaldi costs $84,000 for a 12-week course of treatment, and Harvoni, which combines Sovaldi with another medication, taken as a single pill, costs $94,500 for 12 weeks. Viekira Pak’s 12-week price is $83,319.

    Sentiment: Strong Buy

  • Reply to

    Hep c genotype 2 in Japan

    by omershahidkhan Dec 25, 2014 12:23 AM
    insider33333 insider33333 Dec 25, 2014 12:31 AM Flag

    You're correct. Gild has had other panic selling episodes in the last 6 months. This recent episode in the last couple days has just been a tad more extreme. I think GILD is at it's 50 day moving average now and has stabilized since like you, most people have realized the abbv deal isn't the game changer many thought initially. However, there is still some US uncertainty. Next earnings will help propel the stock back to 110 or above. P/E ratio can only stay so low for so long. All fear is built in now with a p/e ratio of 9.

    Sentiment: Buy

  • GILD and rest of biotech IBB bouncing of 50 day

    Sentiment: Strong Buy

  • Reply to

    You are a Dr. think like one.......

    by houndaround45 Dec 21, 2014 8:43 AM
    insider33333 insider33333 Dec 21, 2014 10:20 AM Flag

    Stockfollower, I don't think either company will engage in a price war. Abbvie knows it really can't compete with Gilead and Harvoni, they are just hoping to get a little piece of the pie, maybe 10%. Gilead wins out in the end. Most insurance companies will have both on formulary. If the insurance company doesnt', most physicians will make exemptions for patients to take Harvoni because of a contraindication to Viekira (ribavirin).

    Sentiment: Strong Buy

  • Reply to

    You are a Dr. think like one.......

    by houndaround45 Dec 21, 2014 8:43 AM
    insider33333 insider33333 Dec 21, 2014 10:16 AM Flag

    Peavel, I agree. Some insurance companies will give options and most physicians will go with Harvoni. Other insurance companies won't give an option and only putu Viekira on formulary. However, to get around this, the doctor will just say that there is a contraindication for Viekira (containing ribavirin) and the insurance company has to approve Harvoni. This happens all the time in medicine. In general, I see most physicians doing this. It's not like Harvoni and Viekira are the same treatment, they are drastically different. This is much much different than say, comparing Prozac to Zoloft. Harvoni will take the lion share and I mean, 90% when all is said and done. They lose out on 10% for physicians not caring and not knowing the difference between the two treatments.

    Sentiment: Strong Buy

  • insider33333 insider33333 Dec 6, 2014 9:58 PM Flag

    I just read the whole article. Finally, articles are coming out that are clearly stating that Abbvie's treatment is substantially inferior to Gilead's Harvoni. This will absolutely lift the stock on monday-friday next week.

    Sentiment: Strong Buy

GILD
103.385-0.805(-0.77%)10:27 AMEST

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