Gilead Sciences Inc.

GILD-Q

NASDAQ:GILD

66.93
0.15 (0.22%)
Gilead Sciences is an American biopharmaceutical company that discovers, develops and commercializes drugs.
More at Wikipedia

Analysis and Opinions about GILD-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
July 31, 2018

(A Top Pick August 3/2017, Up 8%) Recently exited and bought JNJ instead. Hurt by own success with drugs that cure. Great for society, but not great for the equity. Waiting for transitional acquisition that’s not coming.

(A Top Pick August 3/2017, Up 8%) Recently exited and bought JNJ instead. Hurt by own success with drugs that cure. Great for society, but not great for the equity. Waiting for transitional acquisition that’s not coming.

Paul Gardner, CFA
Partner and Portfolio Manager, Avenue Investment Management
Price
$33.510
Owned
No
WATCH
WATCH
July 30, 2018

It has had a long, long downtrend and recently found its footing, hitting his downside target of four times book value. $65 would be a good floor on this stock at which point you buy.

It has had a long, long downtrend and recently found its footing, hitting his downside target of four times book value. $65 would be a good floor on this stock at which point you buy.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$76.320
Owned
Unknown
BUY
BUY
July 5, 2018

Looking at the graph it has been in a very difficult position in the last coupe of years. They essentially cured hepatitis C. It was an expensive drug. $98,000 per patient. It has come off patent. Competitors came to produce it now. They have been on the penalty box for the past year and a half. But they are making inroads on other drugs. They have had meaningful trials. At this value there is a good opportunity.

Looking at the graph it has been in a very difficult position in the last coupe of years. They essentially cured hepatitis C. It was an expensive drug. $98,000 per patient. It has come off patent. Competitors came to produce it now. They have been on the penalty box for the past year and a half. But they are making inroads on other drugs. They have had meaningful trials. At this value there is a good opportunity.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$72.810
Owned
Yes
TOP PICK
TOP PICK
June 27, 2018

Gilead is trading at 10.5x next year's earnings, and just increased its dividend. They're losing sales on their hepatitis C franchise which was a winner for them three years ago. But they have advances in oncology through a recent purchase. Good, new drug products are coming out which could lead to growth. Lots of free cash flow and some buybacks. They need, however, growth to justify high valuations. This will be a slow road, but a good one. (Analysts' price target: $85.72)

Gilead is trading at 10.5x next year's earnings, and just increased its dividend. They're losing sales on their hepatitis C franchise which was a winner for them three years ago. But they have advances in oncology through a recent purchase. Good, new drug products are coming out which could lead to growth. Lots of free cash flow and some buybacks. They need, however, growth to justify high valuations. This will be a slow road, but a good one. (Analysts' price target: $85.72)

Don Lato
President, Padlock Investment Management
Price
$68.640
Owned
Yes
WATCH
WATCH
June 7, 2018

It has been in the news a lot. They own technology that is a cure for Hep-C. There is a lot of controversy as they are expensive and a cure costs about $90,000. Lobby groups have negotiated better pricing. It has had huge cash flow and great earnings but is falling dramatically.

It has been in the news a lot. They own technology that is a cure for Hep-C. There is a lot of controversy as they are expensive and a cure costs about $90,000. Lobby groups have negotiated better pricing. It has had huge cash flow and great earnings but is falling dramatically.

Gordon Reid
President, GoodReid Investment Counsel
Price
$71.900
Owned
No
DON'T BUY
DON'T BUY
May 2, 2018

They took a huge hit with their hepatitis C drug, their key product, facing generic competition, while they have nothing else in the pipeline. They need to acquire or do something with their cash to grow. Sales are flagging.

They took a huge hit with their hepatitis C drug, their key product, facing generic competition, while they have nothing else in the pipeline. They need to acquire or do something with their cash to grow. Sales are flagging.

John Zechner
Chairman, J. Zechner & Assoc
Price
$66.880
Owned
Unknown
BUY
BUY
April 20, 2018

He thinks the downward pressure is almost done on price. They are building an arsenal in the oncology and HIV areas. They have a good pipeline of opportunities and he likes management. He would buy it here.

He thinks the downward pressure is almost done on price. They are building an arsenal in the oncology and HIV areas. They have a good pipeline of opportunities and he likes management. He would buy it here.

Don Lato
President, Padlock Investment Management
Price
$73.700
Owned
Unknown
COMMENT
COMMENT
March 21, 2018

It's been painful to own. Their primary drug cured hepatitis C, the holy grail. But there's little recurring revenue here, and it disappointed investors by not reinvesting their cash. However, their new HIV franchise could take market share. A hated stock for a long time, but that sentiment is now changing. Your patience is now being rewarded.

It's been painful to own. Their primary drug cured hepatitis C, the holy grail. But there's little recurring revenue here, and it disappointed investors by not reinvesting their cash. However, their new HIV franchise could take market share. A hated stock for a long time, but that sentiment is now changing. Your patience is now being rewarded.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$76.490
Owned
Yes
BUY
BUY
March 20, 2018

He likes the company. It had some difficulties but is recovering slowly. He likes the prospects for the business. (Analysts’ price target is 89$)

He likes the company. It had some difficulties but is recovering slowly. He likes the prospects for the business. (Analysts’ price target is 89$)

Geoff Scott
Institutional Portfolio Manager, Cambridge Global Asset Management
Price
$76.920
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 14, 2018

(A Top Pick June 2/17 Up 28%). He still likes this company and sees it as a value play. His model price is $100. He would love to see another pullback to $65 to buy more, but suspects it will continue to move higher.

(A Top Pick June 2/17 Up 28%). He still likes this company and sees it as a value play. His model price is $100. He would love to see another pullback to $65 to buy more, but suspects it will continue to move higher.

Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$81.100
Owned
Yes
PAST TOP PICK
PAST TOP PICK
March 12, 2018

(A Top Pick Feb.23, 2017, Up 23%) Their HIV business continues to grow. Their Hep C business was so good it was curing people too quickly, so their revenue declined. He bought it when the market was undervaluing both businesses. Meanwhile, GILD had lots of cash, so he expected them to do a deal. They did one for a company treating blood cancer, and that's working well. Should continue to grow rapidly and make another acquisition.

(A Top Pick Feb.23, 2017, Up 23%) Their HIV business continues to grow. Their Hep C business was so good it was curing people too quickly, so their revenue declined. He bought it when the market was undervaluing both businesses. Meanwhile, GILD had lots of cash, so he expected them to do a deal. They did one for a company treating blood cancer, and that's working well. Should continue to grow rapidly and make another acquisition.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$81.060
Owned
Unknown
WATCH
WATCH
February 20, 2018

Really good valuation, but down 30% from highs three years ago. Known as the hepatitis C virus company, but the constant push-down on this stock is competition on the hepatitis C program. Done some M&A which pleased investors.

Owned it when a lot of people exited pharma during the U.S. election when candidates threatened these stocks. Better investments in other sectors like tech. That said, he doesn't own it now, but would love to own it later.

Really good valuation, but down 30% from highs three years ago. Known as the hepatitis C virus company, but the constant push-down on this stock is competition on the hepatitis C program. Done some M&A which pleased investors.

Owned it when a lot of people exited pharma during the U.S. election when candidates threatened these stocks. Better investments in other sectors like tech. That said, he doesn't own it now, but would love to own it later.

Mike S. Newton, CIM FCSI
Director & Portfolio Manager, Scotia Wealth Management
Price
$80.940
Owned
No
BUY
BUY
February 2, 2018

Issues about competition with its drugs. Earns 26% ROIC, EBITDA has come down. In a good area, including oncology and HIV. A good pipeline, cash flow and valuations. Likes it a lot.

Issues about competition with its drugs. Earns 26% ROIC, EBITDA has come down. In a good area, including oncology and HIV. A good pipeline, cash flow and valuations. Likes it a lot.

Matt Kacur
President, FSA Financial Science and Art
Price
$81.730
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 1, 2018

(A Top Pick January 16/17. Up 14.3%) A pharmaceutical company. It collapsed at that time and that is why they bought it trading at 8 times earnings. It has a good dividend yield. It has two drugs. One of the drugs is curing everybody and revenue coming from there was falling and the market people overemphasize that. They have a lot of cash on hand. They think it could buy more things like a recent very good acquisition of a company with a new technique to fight cancer.

(A Top Pick January 16/17. Up 14.3%) A pharmaceutical company. It collapsed at that time and that is why they bought it trading at 8 times earnings. It has a good dividend yield. It has two drugs. One of the drugs is curing everybody and revenue coming from there was falling and the market people overemphasize that. They have a lot of cash on hand. They think it could buy more things like a recent very good acquisition of a company with a new technique to fight cancer.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$83.490
Owned
Yes
DON'T BUY
DON'T BUY
January 11, 2018

They had a great pop. He stepped out of Biotech and healthcare as a sector went to a neutral. He is more cautious on this as the entry gets higher.

They had a great pop. He stepped out of Biotech and healthcare as a sector went to a neutral. He is more cautious on this as the entry gets higher.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$79.060
Owned
Unknown
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