Posts Tagged ‘HIV drugs’

Gilead – Not Your Run of the Mill Mid-Tier Pharma

Gilead – Not Your Run of the Mill Mid-Tier Pharma

Courtesy of Pharmboy

At PSW, we have been hemming and hawing about inflation/deflation, how to right Washington, oil exploration, solar flairs, irrational exhuberance in the market, and why Gilead (GILD) has lost its prominence in the market’s eye.  Experts say it is the company’s pipeline, as one of its flagship drugs is expiring in 2013.  Others allege that the company is being shorted by hedge funds because the short interest is currently trading at 1 day.  

Gilead Sciences, founded in 1987, is a leading pharmaceutical player, with more than 2,500 employees. With headquarters in Foster City, California, and operations spanning across the globe, it focuses its research and clinical programs on antivirals, antifungals and antibacterials.  Gilead’s portfolio of 13 marketed products includes a number of category firsts and market leaders. 

Gilead’s first significant entrant into the HIV market in 2001 was Viread (a nucleotide analog reverse transcriptase inhibitor, or NtRTI). Viread was recently approved for the treatment of chronic hepatitis B.  It was followed in 2003 by Emtriva, and then in 2004, Gilead’s current blockbuster product Truvada (a combination of Viread and Emtriva) was launched.  Gilead’s newest HIV product is Atripla, a combination of Truvada and Bristol-Myers Squibb’s (BMS) Sustiva, which has achieved rapid sales uptake since its launch in 2006.  Below are Gilead’s main income drivers, and as one notices, the HIV franchise is the majority of the company’s income.

In July 2009, Gilead announced a collaboration with Tibotec (a division of t Johnson & Johnson) to develop and commercialize a fixed-dose combination (FDC) of Truvada and Tibotec’s TMC278 (rilpivirine). This decision was to develop, in essence, a second generation Atripla.  This was a wise move by Gilead because GSK has its own integrase inhibitor, GSK1349572, which has shown positive Phase II results and will eventually compete with GILD/JNJ’s fixed dose combination. In addition, GILD will lose patent protection on Atripla in 2013, so doctors (or GSK) could combine the new GSK drug with BMS/s Sustiva, thus inceasing the pricing pressure on GILD. Teaming with JnJ should help maintain Gilead’s already dominant FDC market share which is projected to be 40% of the HIV market.    

As a side note, the total market sales of antiretroviral medications in 2009 were estimated at $11.8 billion – and Gilead owned more than 20% of those net sales But new…
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Zero Hedge

Hacking Democracy

Courtesy of ZeroHedge. View original post here.

“Those who cast the votes decide nothing. Those who count the votes decide everything.” – Joe Stalin

With the mainstream media lambasting Trump for daring to suggest the election process is rigged - despite hard evidence - this is the hack that proved America’s elections can be stolen using a few lines of computer code.

The ‘Hursti Hack’ in this video is an excerpt from the feature length Emmy nominated documentary ‘Hacking Democracy’.

The hack of the Diebold voting system in Leon County, Florida, is real. It was verified by computer sc...

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Jim Chanos Compares Musk To Skilling

By VW Staff. Originally published at ValueWalk.

Jim Chanos Compares Musk To Skilling

Who is the Smartest CEO in the World?
James Chanos, Kyle Bass and Bethany McLean discuss the difference between being smart, being clever and which category Elon Musk falls into.

Also see Jim Chanos Favorite Shorts Sohn: Tesla, Alibaba …

Watch this video on The Scene.


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Market News

News You Can Use From Phil's Stock World


Financial Markets and Economy

Oil is tumbling after Russia’s largest oil company said the country can 'significantly' pump up production (Business Insider)

Prices for West Texas Intermediate crude, the US benchmark, are down by 2.3% at $50.65 per barrel, while prices for Brent crude, the international benchmark, are down by 2.5% at $51.38 per barrel as of 10:56 a.m. ET.

Dudley Sees Fed Rate Rise by Year-End If Data on Track (Bloomberg)

Federal Reserve Bank of New York President William Dudley repeated that he expects an interest-rate increase...

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Phil's Favorites

EU Sanction Madness and Merkel's Blatant Hypocrisy

Courtesy of Mish.

A battle over sanctions is brewing in the EU this evening.

The EU lead by European Council president Donald Tusk seeks more sanctions on Russia over Aleppo.

However,  Italian prime minister Matteo Renzi Pushes Back on Sanctions because Italy was stung more by sanctions than other nations.

The European Union said it was too soon to consider imposing sanctions on Russia for the bombing of rebel-held areas of Syria, while maintaining the threat of action if Vladimir Putin doesn’t back down.

After the first of two days of talks in Brussels, EU leaders said “all available options” remain on the table, without mentioning sanc...

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Kimble Charting Solutions

Doc Copper, Dangerous place should it slip!

Courtesy of Chris Kimble.

I doubt that one needs to be reminded that Doc Copper remains in a downtrend, creating lower highs and lower lows since it highs back in 2011. This down trend finds itself facing what could be a critical short-term test of support at this time.


Since 2011, almost every time Copper has moved above its 200MA line, it ended up being much closer to a high than a low!

Over the past 12-months, Copper has created a na...

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Insider Scoop

Exclusive: Ecoark Looks To Tackle The $160 Billion Food Waste Problem

Courtesy of Benzinga.

The fresh food supply chain undergoes a ton of waste. The loss in fresh food nearly costs producers and retailers $160 billion in the US alone. Despite this huge sum, the market to cut down this waste has largely gone unaddressed by corporate America.

Ecoark Holdings Inc (OTC: EARK) is taking steps to address this market and it could ultimately be a win for several parties: the grower, the retailer and the c... more from Insider

Members' Corner

More on GFC, SOL and SOB

Our new section, "Members' Corner," is ready to host your thoughts, comments, and articles for discussion with your friends at PSW. All topics welcome (and you don't have to be a Nattering Naybob to contribute). Please send your submissions to me at "ilenecapsw" at gmail. ~ Ilene

Courtesy of The Nattering Naybob

Over at SA, following up on Monday's - A Higher Standard of Living? SOL or SOB? 

AriCool - "NN, thanks for the detailed (and entertaining) response. I'll take a...

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Chart School

Neutral Day for Indices

Courtesy of Declan.

Markets were unable to build on premarket gains, but did manage to finish the day where they started.

The S&P closed with a narrow range doji, a doji which finished below Friday's bearish black candlestick. The pattern of the last five days is playing more in bears favour, but with support around 2,115 holding there is still a chance a broad swing low is in play; confirmation comes on a move above 2,160. Trading volume sided with bulls on a confirmed accumulation day.

The Nasdaq was able to push above Fri...

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Swing trading portfolio - week of October 17th, 2016

Reminder: OpTrader is available to chat with Members, comments are found below each post.


This post is for all our live virtual trade ideas and daily comments. Please click on "comments" below to follow our live discussion. All of our current  trades are listed in the spreadsheet below, with entry price (1/2 in and All in), and exit prices (1/3 out, 2/3 out, and All out).

We also indicate our stop, which is most of the time the "5 day moving average". All trades, unless indicated, are front-month ATM options. 

Please feel free to participate in the discussion and ask any questions you might have about this virtual portfolio, by clicking on the "comments" link right below.

To learn more about the swing trading virtual portfolio (strategy, performance, FAQ, etc.), please click here ...

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Mapping The Market

The Most Overlooked Trait of Investing Success

Via Jean-Luc

Good article on investing success:

The Most Overlooked Trait of Investing Success

By Morgan Housel

There is a reason no Berkshire Hathaway investor chides Buffett when the company has a bad quarter. It’s because Buffett has so thoroughly convinced his investors that it’s pointless to try to navigate around 90-day intervals. He’s done that by writing incredibly lucid letters to investors for the last 50 years, communicating in easy-to-understand language at annual meetings, and speaking on TV in ways that someone with no investing experience can grasp.

Yes, Buffett runs an amazing investment company. But he also runs an amazing investor company. One of the most underappreciated part of his s...

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Digital Currencies

Gold, Silver and Blockchain - Fintech Solutions To Negative Rates, Bail-ins, Currency Debasement and Cashless

Courtesy of ZeroHedge. View original post here.

By Jan Skoyles

I was so pleased yesterday by the announcement that I have joined the Research team at GoldCore as it meant that I could finally start talking about it and was back in a role that lets me indulge in my passion by researching and geeking out on all things gold, silver and money.


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Epizyme - A Waiting Game

Reminder: Pharmboy is available to chat with Members, comments are found below each post.

Epizyme was founded in 2007, and trying to create drugs to treat patient's cancer by focusing on genetically-linked differences between normal and cancer cells. Cancer areas of focus include leukemia, Non-Hodgkin's lymphoma and breast cancer.  One of the Epizme cofounders, H. Robert Horvitz, won the Nobel Prize in Medicine in 2002 for "discoveries concerning genetic regulation of organ development and programmed cell death."

Before discussing the drug targets of Epizyme, understanding epigenetics is crucial to comprehend the company's goals.  

Genetic components are the DNA sequences that are 'inherited.'  Some of these genes are stronger than others in their expression (e.g., eye color).  Yet, some genes turn on or off due to external factors (environmental), and it is und...

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All About Trends

Mid-Day Update

Reminder: Harlan is available to chat with Members, comments are found below each post.

Click here for the full report.

To learn more, sign up for David's free newsletter and receive the free report from All About Trends - "How To Outperform 90% Of Wall Street With Just $500 A Week." Tell David PSW sent you. - Ilene...

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We know you love coming here for our Stocks & Options education, strategy and trade ideas, and for Phil's daily commentary which you can't live without, but there's more! features the most important and most interesting news items from around the web, all day, every day!

News: If you missed it, you can probably find it in our Market News section. We sift through piles of news so you don't have to.   

If you are looking for non-mainstream, provocatively-narrated news and opinion pieces which promise to make you think -- we feature Zero Hedge, ...

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