Gilead Sciences Inc.

GILD-Q

NASDAQ:GILD

60.67
0.46 (0.76%)
Gilead Sciences is an American biopharmaceutical company that discovers, develops and commercializes drugs.
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Analysis and Opinions about GILD-Q

Signal
Opinion
Expert
HOLD
HOLD
June 17, 2014

A very, very successful biotech company. Although that sector is out of favour now, this company is kind of a phenomena because it has the cure for hepatitis C, which is huge. Price-to-book is at 9X, and forward earnings is in the high 20s, so it is expensive and the market tends not to pay much for expensive stocks.

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A very, very successful biotech company. Although that sector is out of favour now, this company is kind of a phenomena because it has the cure for hepatitis C, which is huge. Price-to-book is at 9X, and forward earnings is in the high 20s, so it is expensive and the market tends not to pay much for expensive stocks.

BUY
BUY
June 12, 2014

This is a growth name, not a yield generating company. He likes this because it has a growth rate that is roughly twice what you see in the ethical pharmaceutical companies, but is trading at a multiple that is about the same. This got hit when the biotech ETF’s sold off. There are near-term catalysts over the next year that could be quite positive for the stock.

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This is a growth name, not a yield generating company. He likes this because it has a growth rate that is roughly twice what you see in the ethical pharmaceutical companies, but is trading at a multiple that is about the same. This got hit when the biotech ETF’s sold off. There are near-term catalysts over the next year that could be quite positive for the stock.

WATCH
WATCH
June 9, 2014

Share buyback is a positive. But it could not take out its high for the previous year. He looks for a dip to the 200 day average or below. If support reestablishes at $70 then you could get back in. There will be tremendous volatility for the next year or two in the Pharma space.

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Share buyback is a positive. But it could not take out its high for the previous year. He looks for a dip to the 200 day average or below. If support reestablishes at $70 then you could get back in. There will be tremendous volatility for the next year or two in the Pharma space.

TOP PICK
TOP PICK
June 6, 2014

Trading at only 11X next years earnings because they have had a real earnings boost from their most recently released hepatitis C drug. Sold off with all the other biotech’s earlier in the year, which provided a great entry point. Have a tremendous pipeline, and some very, very potentially meaningful drugs.

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Trading at only 11X next years earnings because they have had a real earnings boost from their most recently released hepatitis C drug. Sold off with all the other biotech’s earlier in the year, which provided a great entry point. Have a tremendous pipeline, and some very, very potentially meaningful drugs.

HOLD
HOLD
May 9, 2014

Is going to participate in a big conference in Chicago at the end of the summer where they announce new results with cancer drugs. Stick with it if you own it. Prefers IBB-N

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Is going to participate in a big conference in Chicago at the end of the summer where they announce new results with cancer drugs. Stick with it if you own it. Prefers IBB-N

TOP PICK
TOP PICK
May 1, 2014

Has a series of great products, lots of catalysts over the next 6 months and they are growing at twice the rate of the rest of the group. It is a great entry point because the sector suffered selling indiscriminately. It has a low multiple.

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Has a series of great products, lots of catalysts over the next 6 months and they are growing at twice the rate of the rest of the group. It is a great entry point because the sector suffered selling indiscriminately. It has a low multiple.

WAIT
WAIT
April 22, 2014

Biotech has 2 periods of seasonal strength. One is predominately during the summer from August through until October, but there is also a very minor push during the months of April and May which we are seeing now. Had a huge selloff during its seasonal weakness of February to April and had become deeply oversold. We are now into a minor period of seasonal strength, but he would look into buying this in August.

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Biotech has 2 periods of seasonal strength. One is predominately during the summer from August through until October, but there is also a very minor push during the months of April and May which we are seeing now. Had a huge selloff during its seasonal weakness of February to April and had become deeply oversold. We are now into a minor period of seasonal strength, but he would look into buying this in August.

TOP PICK
TOP PICK
April 9, 2014

A Top Pick last time. Has been beaten up. Has a blockbuster drug where earnings will explode. 18 times earnings, 25% earnings growth.

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A Top Pick last time. Has been beaten up. Has a blockbuster drug where earnings will explode. 18 times earnings, 25% earnings growth.

TOP PICK
TOP PICK
February 13, 2014

One of the world’s largest bio pharmaceutical companies. Primary area is in HIV AIDS, but they just had their hepatitis C drug approved in December. This will mean tons of revenue in the billions and earnings growth. Expects a 30% growth rate. Trading at 22X earnings, which is a pretty compelling valuation.

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One of the world’s largest bio pharmaceutical companies. Primary area is in HIV AIDS, but they just had their hepatitis C drug approved in December. This will mean tons of revenue in the billions and earnings growth. Expects a 30% growth rate. Trading at 22X earnings, which is a pretty compelling valuation.

BUY
BUY
December 12, 2013

One of the larger biotech companies. Biotech has been outperforming pharma. You can also look at BBH for exposure to the sector. Just pulled back into the moving averages.

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One of the larger biotech companies. Biotech has been outperforming pharma. You can also look at BBH for exposure to the sector. Just pulled back into the moving averages.

DON'T BUY
DON'T BUY
October 28, 2013

Likes their technology and products. When he models out the prospects for their new HEP C drug the numbers don’t work. Thinks the new product is already built in.

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Likes their technology and products. When he models out the prospects for their new HEP C drug the numbers don’t work. Thinks the new product is already built in.

BUY
BUY
May 9, 2013

Biotech group has been performing extremely well. There is growth and there is an expectation that they will be bought by a traditional drug company. You are buying something for growth here. Prefers to own the group, such as XBI-N, an ETF.

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Biotech group has been performing extremely well. There is growth and there is an expectation that they will be bought by a traditional drug company. You are buying something for growth here. Prefers to own the group, such as XBI-N, an ETF.

COMMENT
COMMENT
October 2, 2012

Anybody who bought this stock over the past number of years has made a profit because this one is near its historical highs. Company doesn’t interest him because it has done too well. Did a takeover which muddied the balance sheet so it is pretty ugly. Insiders have been selling an awful lot of the company.

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Anybody who bought this stock over the past number of years has made a profit because this one is near its historical highs. Company doesn’t interest him because it has done too well. Did a takeover which muddied the balance sheet so it is pretty ugly. Insiders have been selling an awful lot of the company.

BUY
BUY
February 19, 2009
Likes Bio Pharma and ethical pharmaceutical companies. Good diversity in their product lines. Good underlying growth.
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Likes Bio Pharma and ethical pharmaceutical companies. Good diversity in their product lines. Good underlying growth.
COMMENT
COMMENT
December 1, 2008
Trading down 7.1% on a one-year basis and 20 X forward earnings.
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Trading down 7.1% on a one-year basis and 20 X forward earnings.
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