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
DON'T BUY
DON'T BUY
March 6, 2019
Stay away. It's a broken chart. Simple as that. Also, there will be a wall of sellers on the way up, if and when it does go up.
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Stay away. It's a broken chart. Simple as that. Also, there will be a wall of sellers on the way up, if and when it does go up.
HOLD
HOLD
December 21, 2018
He still likes it here and especially at these valuations. The new CEO will be good. They have announced a couple of new joint ventures and it is trading at less than 10 times earnings. Their HEP-C advantage has been declining, but they have growth in their HIV franchise.
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He still likes it here and especially at these valuations. The new CEO will be good. They have announced a couple of new joint ventures and it is trading at less than 10 times earnings. Their HEP-C advantage has been declining, but they have growth in their HIV franchise.
WATCH
WATCH
December 3, 2018
A frustrating stock. They have expensive drugs, such as for hepatitis C. They failed to build out their franchise and not making acquisitions, and have only been doing that in the past few years. Their HIV franchise is doing quite well, though. They acquired Kite Pharma which could be a game-changer later. It's trading at 10x earnings. Upcoming catalysts are a liver study in Q1/Q2 could be positive. Maybe. But is GILD a value trap or opportunity? Buy it as its chart improves.
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A frustrating stock. They have expensive drugs, such as for hepatitis C. They failed to build out their franchise and not making acquisitions, and have only been doing that in the past few years. Their HIV franchise is doing quite well, though. They acquired Kite Pharma which could be a game-changer later. It's trading at 10x earnings. Upcoming catalysts are a liver study in Q1/Q2 could be positive. Maybe. But is GILD a value trap or opportunity? Buy it as its chart improves.
TOP PICK
TOP PICK
November 29, 2018
Value play. It's been hammered, trading at around 10X future PE, cheap. The market is valuing their HCV business to basically zero, and that's the side of the business that's been hurt with the generics coming out and pushing the prices lower. Their HIV business has been doing pretty well. New CEO coming in, they have $32B in cash and waiting to see how this cash will be spent. Yield 3.3%. (Analysts’ price target is $86.95)
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Value play. It's been hammered, trading at around 10X future PE, cheap. The market is valuing their HCV business to basically zero, and that's the side of the business that's been hurt with the generics coming out and pushing the prices lower. Their HIV business has been doing pretty well. New CEO coming in, they have $32B in cash and waiting to see how this cash will be spent. Yield 3.3%. (Analysts’ price target is $86.95)
WAIT
WAIT
November 26, 2018
Has had a pullback over the last 3 years. Their return on capital has gone down. They have had tough competition and some products going off patent. He would wait to see improved results before he decided on a position.
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Has had a pullback over the last 3 years. Their return on capital has gone down. They have had tough competition and some products going off patent. He would wait to see improved results before he decided on a position.
DON'T BUY
DON'T BUY
November 21, 2018
This is a US biotechnology company. They are big on treatments for HIV and hepatitis. It trades at a cheap valuation. There is competition from other big pharma and generics and biologics. It is reasonably cheap but depends on finding new markets for their drugs.
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This is a US biotechnology company. They are big on treatments for HIV and hepatitis. It trades at a cheap valuation. There is competition from other big pharma and generics and biologics. It is reasonably cheap but depends on finding new markets for their drugs.
BUY
BUY
October 29, 2018

Has long owned it and likes it. They had some bad years when they overpriced their hepatitis C drug and received bad press. They also sell HIV and heart drugs, sectors that are growing. They increased their guidance last week, a rarity these days. At 10x earnings, he'd buy it, not sell it. One overhang is that their CEO is leaving.

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Has long owned it and likes it. They had some bad years when they overpriced their hepatitis C drug and received bad press. They also sell HIV and heart drugs, sectors that are growing. They increased their guidance last week, a rarity these days. At 10x earnings, he'd buy it, not sell it. One overhang is that their CEO is leaving.

TOP PICK
TOP PICK
September 27, 2018

The valuation continues to get lower and lower. They have a lot of cash. Their HEP-C and HIV businesses were 50/50 and now the HEP-C business is only 25%. The new CEO coming is to spend some of the cash intelligently. (Analysts’ target: $88.05).

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Gilead Sciences Inc. (GILD-Q)
September 27, 2018

The valuation continues to get lower and lower. They have a lot of cash. Their HEP-C and HIV businesses were 50/50 and now the HEP-C business is only 25%. The new CEO coming is to spend some of the cash intelligently. (Analysts’ target: $88.05).

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.

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(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.

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.

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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.

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.

Show full opinionHide full opinion

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.

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)

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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)

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.

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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.

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.

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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.

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.

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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.

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