Gilead Sciences Inc.

GILD-Q

NASDAQ:GILD

67.08
1.15 (1.74%)
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
December 29, 2017

(A Top Pick Dec 30/16. Up 3%.) A biotech company. Had 2 big products, a hep C drug and an HIV drug. The HIV drugs are doing quite well. The hep C drug is so good it cured people faster than expected. The stock ran up on the hep C drug, and is now declining. They have a lot of cash and acquired a pharmaceuticals company, which is a good acquisition for them. Good dividend yield and they should benefit from tax reform. He still likes this.

(A Top Pick Dec 30/16. Up 3%.) A biotech company. Had 2 big products, a hep C drug and an HIV drug. The HIV drugs are doing quite well. The hep C drug is so good it cured people faster than expected. The stock ran up on the hep C drug, and is now declining. They have a lot of cash and acquired a pharmaceuticals company, which is a good acquisition for them. Good dividend yield and they should benefit from tax reform. He still likes this.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$71.640
Owned
Yes
DON'T BUY
DON'T BUY
December 19, 2017

Has always shied away from this. They had a very successful ramp with their HEP C drug portfolio, a peak, followed by a fairly rapid decline. The decline came on a couple of issues. It was a total cure so there wasn't a recurring customer. Also, a number of other pharmacies came out with products that competed effectively, so there was price competition. The HEP C portfolio is falling about 40% year-over-year.

Has always shied away from this. They had a very successful ramp with their HEP C drug portfolio, a peak, followed by a fairly rapid decline. The decline came on a couple of issues. It was a total cure so there wasn't a recurring customer. Also, a number of other pharmacies came out with products that competed effectively, so there was price competition. The HEP C portfolio is falling about 40% year-over-year.

Gordon Reid
President, GoodReid Investment Counsel
Price
$74.350
Owned
No
WAIT
WAIT
December 12, 2017

Has a very strong balance sheet, and is looking for future growth. They’re not able to satisfy that organically, so are going out to make acquisitions. They announced one a few months ago, and expects they are going to continue to look. However, they are not cheap, so Gilead may have to pay a very full price. The company is well-managed and owns fine assets, but she would wait.

Has a very strong balance sheet, and is looking for future growth. They’re not able to satisfy that organically, so are going out to make acquisitions. They announced one a few months ago, and expects they are going to continue to look. However, they are not cheap, so Gilead may have to pay a very full price. The company is well-managed and owns fine assets, but she would wait.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$76.090
Owned
No
WATCH
WATCH
November 30, 2017

He bought it at this level 3 or 4 year ago. The growth has stopped. The HEP C drugs caused it to run as well but they cured people so it was not going to lend itself to a lot of recurring revenue. The worst is behind them. They have other drugs in HIV and Oncology that could get the growth back up.

He bought it at this level 3 or 4 year ago. The growth has stopped. The HEP C drugs caused it to run as well but they cured people so it was not going to lend itself to a lot of recurring revenue. The worst is behind them. They have other drugs in HIV and Oncology that could get the growth back up.

Don Lato
President, Padlock Investment Management
Price
$74.780
Owned
Yes
WATCH
WATCH
November 28, 2017

Technically, this has been having a difficult time in the last little while. It has a period of seasonal strength from about mid-December to around April of each year. We are not in the period of seasonal strength yet. It is forming a base pattern. Technically, if it gets above $78 level, that would be a confirmation of the bottoming pattern and that the security is going into its period of seasonal strength.

Technically, this has been having a difficult time in the last little while. It has a period of seasonal strength from about mid-December to around April of each year. We are not in the period of seasonal strength yet. It is forming a base pattern. Technically, if it gets above $78 level, that would be a confirmation of the bottoming pattern and that the security is going into its period of seasonal strength.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$72.590
Owned
Unknown
DON'T BUY
DON'T BUY
November 23, 2017

This has recently gone higher, to about $80, so there will be people wanting to sell. Avoid. You may have to wait a couple of years before the oversupply can be digested. Dividend yield of 2.86%.

This has recently gone higher, to about $80, so there will be people wanting to sell. Avoid. You may have to wait a couple of years before the oversupply can be digested. Dividend yield of 2.86%.

William Chin
Portfolio manager, Caldwell Investment Management
Price
$72.820
Owned
Unknown
BUY
BUY
November 6, 2017

They lost a lot with the HPV vaccine. They have so much cash on their balance sheet that they can pretty much buy anything they want. She likes it and owns it. They have opportunities through acquisitions.

They lost a lot with the HPV vaccine. They have so much cash on their balance sheet that they can pretty much buy anything they want. She likes it and owns it. They have opportunities through acquisitions.

Erin Gibbs
V.P., S&P Global Market Intelligence
Price
$72.380
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 2, 2017

(A Top Pick Nov 29/16. Up 1%.) Part of the issue with them was that they had a couple of drugs, one for hepatitis C that was so good that it was curing people. The market was worried that revenues were going to fall off because of that. They had lots of cash, so recently made an acquisition in the cancer area. They still have lots of cash. Thinks the AIDS drug will do well for them. They still have things in their pipeline that people are giving zero credit for.

(A Top Pick Nov 29/16. Up 1%.) Part of the issue with them was that they had a couple of drugs, one for hepatitis C that was so good that it was curing people. The market was worried that revenues were going to fall off because of that. They had lots of cash, so recently made an acquisition in the cancer area. They still have lots of cash. Thinks the AIDS drug will do well for them. They still have things in their pipeline that people are giving zero credit for.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$73.810
Owned
Yes
SELL
SELL
October 10, 2017

Looking at a long-term chart, you can see the bleed, especially over a longer than a 1-year timeframe. They’ve had a very mixed quarterly performance. This is ultimately going to fall into that trap where you are facing a wall of people who have been buying it all the way down, and you are going to be meeting those people who are selling on the way up. The kind of situation he would step out of if he were in it.

Looking at a long-term chart, you can see the bleed, especially over a longer than a 1-year timeframe. They’ve had a very mixed quarterly performance. This is ultimately going to fall into that trap where you are facing a wall of people who have been buying it all the way down, and you are going to be meeting those people who are selling on the way up. The kind of situation he would step out of if he were in it.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$83.040
Owned
No
COMMENT
COMMENT
September 22, 2017

This is among biotech stocks which historically, have done very well from April right through until the end of September. It happened again this year, although it didn’t happen last year. Look for an opportunity to take profits on strength.

Gilead Sciences Inc. (GILD-Q)
September 22, 2017

This is among biotech stocks which historically, have done very well from April right through until the end of September. It happened again this year, although it didn’t happen last year. Look for an opportunity to take profits on strength.

Don Vialoux
Research Analyst, TimingTheMarket.CA & EquityClock.COM
Price
$83.270
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
September 22, 2017

(A Top Pick Oct 27/16. Up 13%.) Felt that a lot of the pharmaceutical companies had been beaten up and there would be a big uptick. The stock actually went down for quite a while. They did very, very well because of their HIV and hepatitis C drug. The problem with the hepatitis C drug is that they were curing people too quickly. Just made a recent acquisition on the cancer side which pushed the stock up a great deal. He still likes this.

Gilead Sciences Inc. (GILD-Q)
September 22, 2017

(A Top Pick Oct 27/16. Up 13%.) Felt that a lot of the pharmaceutical companies had been beaten up and there would be a big uptick. The stock actually went down for quite a while. They did very, very well because of their HIV and hepatitis C drug. The problem with the hepatitis C drug is that they were curing people too quickly. Just made a recent acquisition on the cancer side which pushed the stock up a great deal. He still likes this.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$83.270
Owned
Yes
HOLD
HOLD
September 14, 2017

They recently made an acquisition. If Kyte was so great why did they sell out? GILD has the ability to take them to market. The knock on the stock has been this cash cow and not reinvesting in their pipeline. They are not into oncology. Novartis got approval on a similar drug recently and that drove the stock higher. You are okay to hold this here. Let’s get through this November date.

Gilead Sciences Inc. (GILD-Q)
September 14, 2017

They recently made an acquisition. If Kyte was so great why did they sell out? GILD has the ability to take them to market. The knock on the stock has been this cash cow and not reinvesting in their pipeline. They are not into oncology. Novartis got approval on a similar drug recently and that drove the stock higher. You are okay to hold this here. Let’s get through this November date.

Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$82.290
Owned
Yes
COMMENT
COMMENT
September 12, 2017

About 50% of its franchises are based in hepatitis C. You really have to be careful, because this franchise is slowing. They have 2 prospective years of negative earnings growth, which is a huge headwind. Value this on its long-term cash flows. There are 2 things to consider. 1.) How sustainable are they. If that continues, then you have a leg to stand on. 2.) If you have falling rates, that is good for valuation. The problem is, we are probably going to have flat to rising rates, and Pharma M&A is a bit of a dice roll. He doesn’t buy into the story, and would prefer the Spdr S&P Biotech ETF (XBI-N). You could be a little more conservative using the iShares D J Medical Devices ETF (IHI-N).

Gilead Sciences Inc. (GILD-Q)
September 12, 2017

About 50% of its franchises are based in hepatitis C. You really have to be careful, because this franchise is slowing. They have 2 prospective years of negative earnings growth, which is a huge headwind. Value this on its long-term cash flows. There are 2 things to consider. 1.) How sustainable are they. If that continues, then you have a leg to stand on. 2.) If you have falling rates, that is good for valuation. The problem is, we are probably going to have flat to rising rates, and Pharma M&A is a bit of a dice roll. He doesn’t buy into the story, and would prefer the Spdr S&P Biotech ETF (XBI-N). You could be a little more conservative using the iShares D J Medical Devices ETF (IHI-N).

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$84.510
Owned
Unknown
DON'T BUY
DON'T BUY
September 11, 2017

They made a lot of money on their HEP-C drug, but sales have come off. They made an acquisition. They extract T-cells and re-engineer them to hunt for and kill cancer cells. They get FDA approval in late November. He is concerned that there is a lot of excitement that they will repeat what they did with the HEP-C drug. But they already specialized in HEP-C drugs when they bought that company. They are not in cancer drugs at present. He worries about why the company they acquired sold out at this point.

Gilead Sciences Inc. (GILD-Q)
September 11, 2017

They made a lot of money on their HEP-C drug, but sales have come off. They made an acquisition. They extract T-cells and re-engineer them to hunt for and kill cancer cells. They get FDA approval in late November. He is concerned that there is a lot of excitement that they will repeat what they did with the HEP-C drug. But they already specialized in HEP-C drugs when they bought that company. They are not in cancer drugs at present. He worries about why the company they acquired sold out at this point.

Teal Linde
Portfolio Manager & Publisher, Linde Equity Report, Linde Equity Report
Price
$84.520
Owned
Unknown
COMMENT
COMMENT
September 5, 2017

Just made an acquisition of Kite Pharma at a large premium. They have some wonderful oncology drugs. You have to give them the benefit of the doubt because they have a very good track record in terms of acquisitions. Thinks they will be able to use the Kite acquisition to supplement their portfolios. Also, they still have a lot of cash on the balance sheet so they have a lot more options. They can do another acquisition or can buy back stocks. He likes this for the long haul.

Just made an acquisition of Kite Pharma at a large premium. They have some wonderful oncology drugs. You have to give them the benefit of the doubt because they have a very good track record in terms of acquisitions. Thinks they will be able to use the Kite acquisition to supplement their portfolios. Also, they still have a lot of cash on the balance sheet so they have a lot more options. They can do another acquisition or can buy back stocks. He likes this for the long haul.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$82.560
Owned
Unknown
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