Typical of traders to rout the shares after another quarter of blow out numbers. Everyone knows the street is spooked easily. Gilead was not clear on the HEP C sales for 2015, so the unknown is a fail. Also, it looks like the discounting is double what it was in 2014. Another fail. I say [...]
Oh boy, more forms and more signatures and more questions. Just what we need or not? I'm all for open communications and 100% visibility for adverse event reporting, but what exactly is the issue? The FDA is now questioning the scope of AE reporting and claims that almost all submissions are incomplete. Personally, I've read [...]
United Health chooses Gilead's Harvoni as its preferred hepatitis C treatment over AbbVie's Viekira Pak. Three other huge insurers have done likewise. The battle continues as Express Scripts went with the Viekira Pak. Now, they just have to figure out how to pay for it as both run about $90,000 for a 12 week treatment. SMZ [...]
Amgen Blows out 4th-Q with profits up 27% The amount of wealth you can create in the right stocks is mind boggling. Another Pharma takes off giving investors 167% returns in the last 3 years. Basically, $100,000 invested in AMGN in Feb 2012 is now worth about $270,000. Maybe one can consider Kyprolis and Prolia as [...]
Abilify Patent Expiration sends BMS 2015 top line forecast south. Obviously the street was anticipating the May 2015 expiration of the Abilify patent and for low cost generics to step in; thusly, the shares stay intact. SMZ https://mail.google.com/mail/u/0/#inbox/14b2c84151615a97
John Martin, Gilead CEO, is getting plugged from everyone, Harvard, Morningstar, Tuck.... The flowers fall on those who perform. GILD shares are up 100 fold in the last 18 years and up 157% in the last two years. Perfect execution!! SMZ
VRX toying with the $158's surely dismisses the myth that they were bullied by Actavis. The price of the stock always tells the tale, whether people want to hear it or not. Surely, closing a deal to merge Valeant and Allergan would have had an interesting upside, but shareholders are not complaining. Additionally, shareholders of [...]
Vertex pulled Incivek, Merck pulls Victrelis, and what will J&J do with the other HEP C compound competing against Gilead and Abbvie? Merck has a few rabbits up their sleeve with a potential approval this year and some M&A, but for now, the battle continues. SMZ
Fastest Growing for now, but what about new competition for Olysio, Zytiga and more? 2015 is going to get squeezed according to the stock chart, which is under major distribution. SMZ
Ouch! This is why I taint the pharma news to the stocks. The Swiss pulled the cap on the Franc and "Kaboom" The Franc rockets to the moon and Swiss shares get a beating. Roche, Novartis, Actelion and Lonza all took a hair cut today. Lonza took it for an 18% bashing today as 90% [...]
