Gilead Sciences

  • Can This HIV Drug Challenge Gilead’s Domination?

    By Kanak Kanti - August 19, 2013 | Tickers: GILD, GSK, PFE

    ViiV Healthcare, a joint venture by Pfizer (NYSE: PFE) and GlaxoSmithKline (NYSE: GSK) formed in 2009 with both companies transferring their HIV assets to the new company, got FDA approval for its first new HIV product, Tivicay. Its original developer is Japan’s Shionogi Pharma, which the group joined last year.

    The drug has the potential of raising the groups’ fortunes to the tune of $5 billion provided it is more »

  • Is This Myelofibrosis Drug a Blockbuster?

    By Kanak Kanti - August 15, 2013 | Tickers: GILD, INCY, SNY

    Bone marrow cancer, also known as Myelofibrosis (MF), is a rare form of cancer that affects both men and women. About 1.5 out of 100,000 people suffer from MF in the U.S. annually, but treatment options are limited. Incyte (NASDAQ: INCY) has developed a small molecule named Jakafi which was approved as first line therapy against MF. Given that this is the only available drug for MF more »

  • 2 Drug Companies to Buy and 1 to Sell

    By Phillip Woolgar - August 15, 2013 | Tickers: ABBV, GILD, SNY

    Drug companies need to consistently develop their product lines in order to fend off competition, much of which is generated from generic drugs. These firms are constantly setting their sights on the next development, so they can develop a patent and help ensure they create an economic moat. That isn't easy, however, as patents expire and these firms need to innovate once again.

    Two of these three firms are more »

  • Which of These Biotechs Can Beat the Bird Flu?

    By Leo Sun - August 15, 2013 | Tickers: BOTA, GILD, GSK, RHHBY, SNY

    The H7N9 bird flu epidemic, which recently claimed its 44th victim in China, has had a widespread impact across the markets, ravaging the airline, hospitality and restaurant sectors in particular. Since the end of March, the Chinese government reported 134 new cases of N7N9, with a single overseas case reported in Taiwan.

    H7N9 is more lethal than its predecessor, H5N1, which claimed more than 360 lives over the past decade more »

  • Gilead Races against Competitors for an Oral Hepatitis C Cure

    By Todd Campbell - August 13, 2013 | Tickers: ABBV, GILD, MRK, VRTX

    The search for a hepatitis C cure is one of the most active areas within biotechnology research and development.

    One of the company's ushering in the next generation of hepatitis C treatment is Gilead Pharmaceuticals (NASDAQ: GILD). The company acquired hepatitis C drug sofosbuvir in its $11.2 billion acquisition of Pharmasset back in January 2012.

    Sonosbuvir has a very good chance of beating rival drugs to the market more »

  • Biotech Stocks- A Dangerous Perscription

    By Justin Carley - August 7, 2013 | Tickers: AMGN, CELG, GILD

    Biotechnology shares have exploded in recent quarters thanks to M&A offers and rumors as well as favorable drug trial data. The market appears to be taking recent growth and extrapolating it well into the future, which is always a dangerous thing to do. Investors in biotechnology stocks may have forgotten the dangers of slower than expected earnings growth coupled with P/E multiple compression, especially those that have committed more »

  • This Biotech’s Cystic Fibrosis Treatments Could Catapult It To Profitability

    By Leo Sun - July 31, 2013 | Tickers: BMY, GILD, JNJ, VRTX

    Cystic fibrosis (CF), a genetic disorder that affects the lungs, the pancreas, liver, and intestine, is the second most common inherited disorder in the United States, after sickle cell anemia. More than 30,000 Americans are currently diagnosed with CF, and an average of 1,000 new cases surface annually. One in 3,700 births is believed to have the defective CF gene, and it is estimated that more than more »

  • Two Drugs Competing for an One-In-A-Million Disease

    By Kanak Kanti - July 31, 2013 | Tickers: AEGR, GILD, ISIS

    Both Isis Pharmaceuticals (NASDAQ: ISIS) and Aegerion Pharmaceuticals (NASDAQ: AEGR) have a single drug in the market that help heart patients deal with what is called bad cholesterol, or LDL. The particular disease they both target is called HoFH, and it is a very rare genetic disease. Both companies have similar levels of market capitalization, and the FDA approved their respective drug candidates within months of one another. There was more »

  • Have You Considered Biotech Yet?

    By Nathaniel Matherson - July 29, 2013 | Tickers: CELG, GILD, IBB

    We are in the midst of the earnings season, my favorite time of the year. Some of the largest and most powerful publicly traded firms have already reported their second-quarter earnings with a few still left to report. Among those that have already announced their results are two biotechnology favorites, Gilead Sciences (NASDAQ: GILD) and Celgene (NASDAQ: CELG).

    In recent weeks, I recommended investors to buy both these names on more »

  • Great Pipelines, Unimpressive Fundamentals

    By Harriet Tramer - July 25, 2013 | Tickers: AMGN, GILD, MYL

    Biotechnology medicine manipulates the genetic material of living organisms to produce pharmaceuticals, which in many instances are designed to combat diseases once considered untreatable. So, they should enjoy an expanding customer base; as our country ages increasingly more people will benefit from life saving medical advances.

    But does that necessarily mean companies, such as Amgen (NASDAQ: AMGN), Gilead Science (NASDAQ: GILD) and Mylan (NASDAQ: MYL), which are heavily involved in more »

  • Is Big Biotech Still Growing?

    By Seth Robey - July 24, 2013 | Tickers: AMGN, BIIB, CELG, GILD, IBB

    The first half of 2013 has seen remarkable growth in the biotech sector, with the iShares NASDAQ Biotech ETF (NASDAQ: IBB) up >40% YTD.  The industry continues to climb with development-stage companies cranking out innovative pipelines.   As biotech's biggest company, Amgen (NASDAQ: AMGN) is beginning to look more like Big Pharma than its biotech growth peers.  It has high margins, a comparatively low valuation, and is the only biotech more »

  • Three Future Winners and One Major Loser in the HCV Wars

    By Leo Sun - July 18, 2013 | Tickers: ABBV, BMY, GILD, IDIX

    The biotech industry is a cutthroat one, with companies constantly racing to get new treatments approved by the FDA ahead of their rivals. In my previous articles, I discussed treatments for cancer and diabetes, and how competition between major biotechs created increasingly innovative and effective treatments.

    Today I’d like to discuss another major disease - hepatitis C. The hepatitis C virus (HCV) affects an estimated 130-200 million people worldwide, and more »

  • Which Company Needs a HCV Win?

    By Brandy Betz - July 11, 2013 | Tickers: ABBV, GILD, MRK | Editor's Choice

    The upcoming all-oral hepatitis C treatments earned well-deserved attention for some staggering cure rates, particularly in patient groups who haven’t responded well to the current drugs.

    Merck (NYSE: MRK) was one of the big HCV players -- but that’s about to change with Gilead (NASDAQ: GILD) and AbbVie (NYSE: ABBV) leading the new guard. How much does an HCV foothold mean to the overall health of these companies?

    Defending more »

  • 3 of Biotech’s Best

    By Diane Alter - July 10, 2013 | Tickers: BIIB, CELG, GILD

    It’s been a healthy year-to-date for the biotech sector, with the space logging huge gains above and beyond those of the broad based market. Industry companies have thrived thanks to technological advances that facilitated new discoveries and stoked greater demand for life-enhancing and lifesaving products.

    Industry research firm IBIS World estimates global biotechnology industry revenue will jump 12.7% in 2013, reaching $262 billion. That follows an average annual more »

  • Good News for This Anti-Viral Giant

    By Mohsin Saeed - July 9, 2013 | Tickers: ACHN, GILD, IDIX

    The HCV (Hepatitis C) drug market is extremely lucrative. According to estimates, the HCV drug market will exceed $20 billion by 2020. Gilead (NASDAQ: GILD) is expected to lead the market with estimated sales of around $4 billion or 20% HCV market share. A number of companies working on their own HCV treatments threaten the market leadership of Gilead. These small biopharmaceutical companies are the wild cards is this industry more »

  • Why Investors Should Care About Hepatitis C

    By Nick Chiu - July 9, 2013 | Tickers: ABT, ABBV, ACHN, GILD

    Hepatitis C, caused by the hepatitis C virus (HCV), is an infectious disease affecting the liver. An estimated 130 million-200 million people worldwide are infected with hepatitis C, and more than 350,000 people die every year from hepatitis C-related liver diseases.

    Diagnosis

    HCV is the most common chronic blood-borne infection in the United States and the leading cause of liver transplants, according to the Centers for Disease Control and more »

  • Is This A Good Acquisition For All?

    By Brian Nichols - July 3, 2013 | Tickers: AMGN, GILD, ONXX

    For the second day in a row, the hot topic in the market is the bidding war for Onyx Pharmaceuticals (NASDAQ: ONXX). After rejecting Amgen’s (NASDAQ: AMGN) $120 a share offer, some analysts are predicting the bidding war could reach $160. While many have come to the defense of Amgen, saying that $160 is too much, I think we should look back on recent history as proof that this more »

  • Onyx Bidding Wars: Who Would Be the Best Suitor?

    By usman iftikhar - July 2, 2013 | Tickers: AMGN, CELG, GILD, ONXX

    A lot of activity is happening in the biotech industry which would change the dynamics of the large cancer related drug makers.

    Recently, Amgen (NASDAQ: AMGN) made a surprisingly low offer to acquire the pharmaceutical company Onyx (NASDAQ: ONXX). Amgen offered $120 per share or roughly $10 billion. Onyx rejected the offer right away and is looking for other buyers now. With a successful cancer drug in the market and more »

  • Why You Should Consider These Three Stocks

    By Shweta Dubey - June 29, 2013 | Tickers: AMZN, GILD, SI

    Stock price movements reflect investors' opinions about a company's worth; upward moves attracts investor interest because they indicates good performance. And while past performance doesn't dictate future returns, it can shed light on which companies seem to be making the right moves. Well, here's an analysis of three companies which moved more than 20% last year. These companies recently adopted different strategies like new product launches, expansions more »

  • Hedge Fund Brahman Capital Bets Big on This Pharma Stock

    By Meena Krishnamsetty - June 28, 2013 | Tickers: ABT, ENDP, GILD, TEVA

    A 13G filed with the SEC has disclosed that Brahman Capital, a hedge fund managed by Peter Hochfelder and his team, owns 6.3 million shares of Endo Health Solutions (NASDAQ: ENDP), a $4.3 billion market cap pharmaceutical company.

    We track quarterly 13F filings from hedge funds such as Brahman as part of our work researching investment strategies (we have found, for example, that the most popular small cap more »

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