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Celgene Corp. (CELG) Message Board

pkornie 135 posts  |  Last Activity: Oct 29, 2014 10:28 AM Member since: Apr 24, 2007
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  • pkornie@sbcglobal.net by pkornie Oct 6, 2014 11:16 AM Flag

    7:30a

    Mylan Launches Generic Combivir(R) (PR NewsWire)

    Sentiment: Strong Buy

  • pkornie@sbcglobal.net by pkornie Sep 21, 2014 10:04 PM Flag

    Re: oWhereIsSusan.

    by pkornie • Sep 12, 2014 11:23 AM Flag
    .

    o.

    .

    Sentiment: Strong Buy

    Sentiment: Hold

  • Reply to

    Re: Susan.

    by pkornie Sep 21, 2014 10:04 PM
    pkornie@sbcglobal.net pkornie Sep 22, 2014 4:32 PM Flag

    Re: HereIsWhyIt.....(__Q__).Today.
    http://www.analystsreview.com/Sep-22-2014/GILD/report.pdf

    IownMYLN.(__Q___).
    .... _____ x xxx XXXX * *** ~~~~~~~~~~~~~~~~~

    WHOfa.

    o.

    .

    Sentiment: Strong Buy

  • Reply to

    Re: Susan.

    by pkornie Sep 21, 2014 10:04 PM
    pkornie@sbcglobal.net pkornie Sep 23, 2014 4:58 PM Flag

    Re: Sofosbuvir

    BSK.bribes.
    GitTheFloOut.

    B(Buy)GILTY.

    o.

    .

    Sentiment: Strong Buy

  • pkornie@sbcglobal.net by pkornie Oct 7, 2014 1:38 AM Flag

    Re:
    by pupertz • 3 hours ago Flag


    .

    A few have asked impact if the combo were delayed. First, I think this event is very unlikely (less that 5%). However, I tried to find a similar situation to which this could be compared. Thought I would share.

    The parallel that I used is REGN's Eyelea (now a multi-billion $ anti-VEGF to treat a variety of eye diseases). REGN's situation back then can be viewed as similar because EYELEA, like Harvoni, was critically important to REGN and a 3 month delay was announced. There are also dissimilarities - GILD is a much larger and more diversified company then REGN was then, with strong revenues and an already established presence in the therapeutic area (Sovaldi). Takeaway = GILD would likely absorb less of an impact than REGN did.

    So, what happened to REGN? On 7/7/11, REGN was trading at around $60. The price started to slip into the delay announcement and the price at close on the day of delay (8/8/11) was $44.90. 26% drop.

    Here is what happened next. The pps actually recovered back to 60 BEFORE the announcement approval (3 months later on 11/18). The price per share on that date actually had retreated to from over $60 back to $55. After that? By the beginning of Feb, 2012 REGN was trading over $100.

    What's the moral of this story? The sucker who panicked lost approximately 25% in a matter of days. Those who didn't panic saw the price recover to pre-announcement levels in 3 months - and then realized a 40% from there within 2+ months. What's more, those who were smart and bought the dip RETURNED 127% on the additional investment in just 5 months!!!

    I know that I am addressing a taboo topic here that no one wants to think about. I am NOT writing this to scare anyone because I think the chances of a delay are remote (less than 5%). Quite the opposite. If that unlikely event were to occur, you got to do what you got to do. However, I thought this REGN lesson may help. GLTA longs. Less

    o.

    ,.

    WhenIsDa.

    o.

    .

    Sentiment: Strong Buy

  • Reply to

    Re: HasANYONEnoticedIHOLE....

    by pkornie Aug 12, 2014 9:31 PM
    pkornie@sbcglobal.net pkornie Aug 15, 2014 12:10 PM Flag

    Re: NewTopic

    rrryahoo • Aug 12, 2014 10:25 AM Flag

    0
    users liked this posts

    users disliked this posts
    0
    Reply
    .

    How is this a "weak" deal? Mannkind now leverages all the knowledge and sales and marketing force of Sanofi and piggy backs on Lantus? Didn't cost Mannkind a penny...in fact they could get $1B. How easy is this going to be to sell versus injectables? Sanofi can make Afrezza a $10B in sales drug and for that matter it's inexpensive, a plastic inhalable device + insulin. All costs of manufacture are paid for by the joint venture. Pure manipulation. We'll see double digits when the whales get their shares. You don't wait for sales to come in here, you project the sales. The market is forward-seeing. The stock will ultimately reflect the value of Afrezza and it will be ugly for shorts. GUARANTEED. Less

    Sentiment: Strong Buy

    Sentiment: Strong Buy

  • pkornie@sbcglobal.net pkornie Aug 2, 2014 7:48 PM Flag

    by waiisland • May 11, 2014 11:33 PM Flag
    Gilead Sciences Inc.'s controversial hepatitis C drug Sovaldi is on the approved list of medicines for the Veterans Affairs hospital system, company officials said, clearing the way for the drug's use by the largest U.S. provider of hepatitis C care.
    The VA agreed last month to place Sovaldi on its formulary, clearing doctors' use of the $1,000-a-pill drug to cure patients with the viral infection, Gilead President John Milligan said at the company's annual stockholders meeting in Millbrae.
    Chronic hepatitis C is the leading cause of liver cancer and liver transplants but also carries other physical and mental health problems.
    The formulary decision by the VA comes as a panel assembled by the system last month recommended that doctors warehouse hepatitis C patients, putting those with advanced liver disease on Sovaldi first.
    By triaging patients, health care providers can absorb the patient load — and Sovaldi's cost — over 10 to 15 years, said Gilead President John Milligan. What's more, the strategy allows those lower-risk patients to receive next-generation treatments under development by Gilead and others.
    The treatment strategy is similar to that pursued by the VA in the early days of antiretroviral drugs developed by Foster City-based Gilead (NASDAQ: GILD) to treat the AIDS virus, Milligan said. In that case, HIV patients were prioritized by the amount of a particular protein, called CD4, found on the surface of immune cells.
    Insurance companies and others that pay for treatments have balked at Sovaldi's price, saying its use by large numbers of hepatitis C patients could break them as well as government programs that pay for the bulk of care.
    But patients apparently have voted with their feet since Sovaldi's approval in December by the Food and Drug Administration. Gilead last month said it sold $2.27 billion of Sovaldi in the first quarter, making it the fastest drug launch ever in terms of dolla....

    Sentiment: Strong Buy

  • Reply to

    Re: NewTopic.

    by pkornie Aug 4, 2014 7:26 PM
    pkornie@sbcglobal.net pkornie Aug 5, 2014 10:50 AM Flag

    Re: IHaveBeenINthe$SinceThe1stSP.
    GoFigure.NoJusGo.
    B(Buy)GILDYonDips.

    o.

    .

    Sentiment: Strong Buy

  • Reply to

    Re: NewTopic.

    by pkornie Aug 4, 2014 7:26 PM
    pkornie@sbcglobal.net pkornie Aug 6, 2014 2:13 AM Flag

    Re: The following table summarizes the period over period changes in our product sales:
    Three Months Ended Six Months Ended
    June 30, June 30,
    (In thousands, except
    percentages) 2014 2013 Change 2014 2013 Change
    Antiviral products:
    Sovaldi $ 3,480,326 $ - - $ 5,754,675 $ - -
    Atripla 870,708 938,108 (7 )% 1,650,302 1,815,181 (9 )%
    Truvada 806,610 807,779 0 % 1,566,310 1,508,021 4 %
    Complera/Eviplera 299,464 188,683 59 % 550,197 336,872 63 %
    Stribild 269,520 99,394 171 % 484,791 191,542 153 %
    Viread 260,734 250,188 4 % 471,359 460,520 2 %
    LDV/SOF 439 - - 439 - -
    Other antiviral
    products 24,343 29,387 (17 )% 42,568 62,481 (32 )%
    Total antiviral
    products 6,012,144 2,313,539 160 % 10,520,641 4,374,617 140 %
    Letairis 144,716 128,257 13 % 267,601 246,364 9 %
    Ranexa 121,956 106,597 14 % 233,574 202,883 15 %
    AmBisome 94,794 75,137 26 % 186,887 160,412 17 %
    Other products 39,327 33,755 17 % 75,208 66,577 13 %
    Total product sales $ 6,412,937 $ 2,657,285 141 % $ 11,283,911 $ 5,050,853 1

    The following table summarizes the period over period changes in our royalty, contract and other revenues:

    Three Months Ended Six Months Ended
    June 30, June 30,
    (In thousands, except
    percentages) 2014 2013 Change 2014 2013 Change
    Royalty, contract and
    other revenues $ 122,006 $ 110,109 11 % $ 249,988 $ 248,176 1 %



    Royalty, contract and other revenues increased by 11% and 1% for the three and six months ended June 30, 2014, respectively, compared to the same periods in 2013, due primarily to higher royalty revenues from GlaxoSmithKline, Inc. and Japan Tobacco Inc. as well as seasonality in the royalty revenues from F. Hoffmann-La Roche Ltd for Tamiflu. The majority of our royalties are recognized in the quarter following the quarter in which the corresponding product sales occur.
    Cost of Goods Sold and Product Gross Margin The following table summarizes the period over period changes in our product sales, cost of goods sold and product gross margin:

    Three Months Ended Six Months Ended
    June 30, June 30,
    (In thousands, except
    percentages) 2014 2013 Change 2014 2013 Change
    Total product sales $ 6,412,937 $ 2,657,285 141 % $ 11,283,911 $ 5,050,853 123 %
    Cost of goods sold $ 924,709 $ 684,663 35 % $ 1,737,914 $ 1,319,111 32 %
    Product gross margin 86 % 74 % 85 % 74 %

    Sentiment: Strong Buy

  • Reply to

    Re: SameSuject.

    by pkornie Aug 31, 2014 1:14 AM
    pkornie@sbcglobal.net pkornie Sep 10, 2014 5:33 PM Flag

    Re: adt1775
    4 posts | Last Activity: 1 hour 32 minutes ago
    Member since: Aug 22, 2014

    o.

    .

    Sentiment: Strong Buy

  • Reply to

    Re: Susan.

    by pkornie Sep 21, 2014 10:04 PM
    pkornie@sbcglobal.net pkornie Oct 6, 2014 9:38 AM Flag

    Re: http://finance.yahoo.com/mbview/threadview/?&bn=604616e4-d592-3744-a14e-c3ff33204dec&tid=1412566405979-25aa8931-020f-42a2-9039-d9d70aadae97&tls=la%2Cd%2C0%2C3

    o.

    .

    Sentiment: Hold

  • Reply to

    Re: Susan.

    by pkornie Sep 21, 2014 10:04 PM
    pkornie@sbcglobal.net pkornie Oct 6, 2014 9:39 AM Flag

    Re: TakeThisToS.E.C.+LEXEG,LEXG.OB....

    o.

    .

    Sentiment: Hold

  • WHOCares.

    o.

    .

    Sentiment: Strong Buy

  • Reply to

    Re: SameTopic.

    by pkornie Aug 19, 2014 11:51 PM
    pkornie@sbcglobal.net pkornie Oct 23, 2014 6:01 PM Flag

    Re: ..... next week wiil .....

    o.

    .

    Sentiment: Strong Buy

  • pkornie@sbcglobal.net by pkornie Oct 25, 2014 2:13 PM Flag

    ZinkIsAswitch-Hitter.FAQ.

    WHOCares.

    It'sLikIgotMineAndIgotMo.ONDips.

    o.

    .

    Sentiment: Strong Buy

  • Reply to

    Re: SameSuject.

    by pkornie Aug 31, 2014 1:14 AM
    pkornie@sbcglobal.net pkornie Sep 12, 2014 2:05 PM Flag

    Re: daletrodder
    221 posts | Last Activity: 12 seconds ago
    Member since: Sep 11, 2014

    o.

    .

    Sentiment: Strong Buy

  • Reply to

    Re: SameSuject.

    by pkornie Aug 31, 2014 1:14 AM
    pkornie@sbcglobal.net pkornie Sep 13, 2014 1:49 PM Flag

    Re: Repost.

    o.

    .

    Sentiment: Strong Buy

  • pkornie@sbcglobal.net pkornie Sep 16, 2014 4:22 PM Flag

    Re: FAQ.

    eom.

    .

    Sentiment: Hold

  • Reply to

    ACHN is breaking out

    by CD3313 Apr 24, 2009 2:17 PM
    pkornie@sbcglobal.net pkornie Sep 16, 2014 11:17 PM Flag

    Re:

    WhensDaSp.

    o.

    .

    Sentiment: Strong Buy

CELG
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