Wall Street fecha semana sem rumo. Grandes tecnológicas pressionam

[BlogueDoTrader]

GILD - A caminho de novos máximos

[Elias]

stock split 2:1

[urukai]

Desta vez foi na hepatite:

Twelve weeks of treatment with two Gilead drugs plus the immune system booster ribavirin yielded an interim cure rate of 100% in treatment-naive hepatitis C patients.

A 12-week regimen consisting of three Abbott drugs plus ribavirin demonstrated a final cure rate of 97% of treatment-naive hepatitis C patients and 93% of "null" responders -- the hardest-to-treat patients because they've failed previous therapy.

The score so far: Gilead 100%, Abbott 97%. Close, but Gilead wins, which means shares are likely to move significantly higher when trading opens Monday.

O tira teimas vai ser um regime contra o outro...

[Elias]

grande bombada: +12% hoje

[Elias]

obrigado urukai

[urukai]

The Food and Drug Administration on Monday approved a new Gilead Sciences HIV medicine that combines four ingredients into one pill.

The product, previously called Quad, will be sold under the brand name Stribild. It is meant to treat people infected with human immunodeficiency virus who haven't been previously treated with other HIV medicines.

The agency said Stribild provides a complete treatment regimen for HIV infection, the virus that causes AIDS, in one pill. It combines Gilead's existing HIV drug Truvada, which contains the ingredients emtricitabine and tenofovir, and two new ingredients, elvitegravir and cobicistat.

HIV must be treated with more than one drug and, until recent years, patients needed to take multiple pills daily. Stribild will be available later this week, Gilead said.

There is an existing three-medicine product, Atripla, that can also be used alone or in combination with other HIV drugs. Atripla is a combination of Gilead's Truvada with Bristol-Myers Squibb Sustiva.

Doctors say single-pill, once-daily regimens like Atripla and Stribild improve patient adherence to prescribed therapies compared with regimens that require multiple pills or dosing more than once a day.

Gilead recorded $3.2 billion in Atripla sales last year. Some analysts predict sales of Stribild will top more than $2 billion annually by 2020.

Stribild's approval was expected after an FDA advisory panel voted 13 to 1 in favor of agency approval of the drug, although the product's potential price had become controversial. Earlier this month, 13 Democratic members of Congress signed a letter to Gilead Chief Executive John C. Martin expressing concern that Gilead may charge as much as $34,000 annually for the new medicine.

A Gilead spokeswoman said the cost to drug wholesalers will be about $28,500 a year. The company said it would provide discounts to state AIDS drug assistance programs and has also set up a patient financial-assistance program.

Stribild was approved with FDA's toughest boxed warning, stating the drug can cause a buildup of lactic acid in the blood and severe liver problems, both of which can be fatal.

One of two studies submitted to the FDA in support of Stribild's approval compared it to Atripla as initial therapy for HIV infection. The study, involving about 700 patients, met its goal of showing both drugs were similar in treating HIV by suppressing the so-called viral load. The study found that 88% of Quad recipients had viral suppression 48 weeks after starting treatment, versus 84% of Atripla users.

The other 700-patient study compared Stribild to patients taking Truvada in addition to another HIV drug, atazanavir/ritonavir. It showed the Quad reduced viral load in 90% of patients after 48 weeks compared with 87% of patients being treated with the other drugs.

Para quem não quiser ler trata-se de um associação de 4 medicamentos para a Sida (daí o nome QUAD) que foi aprovado pela FDA. Custará cerca de 28000$/ano/doente e prevêem-se vendas na ordem dos 2bn$ na próxima década.

Houve algum stress após a aprovação porque se pensava que o preço seria proibitivo (perto dos 35.000$) mas a Gilead reduziu o valor e a acção, pelos vistos, animou.

O medicamento chamar-se-á Stribild (que me parece um nome mais infeliz que a alcunha QUAD!)

[Elias]

O que é o QUAD? Podes elaborar, p.f.?

[urukai]

Está relacionado com o QUAD.

[Elias]

Máximos de sempre na GILD.

Depois de ter subido 3% na sexta-feira, hoje avança mais 5%.

[T1ag0]

A Gilead anda a cheirar os máximos históricos.
Vamos ver como se comporta na próxima semana.

Gráfico semanal actualizado:

<a href='http://postimage.org/image/9femvw1hp/full/' target='_blank'><img src='http://s14.postimage.org/6y2vomhld/Gilead.jpg' border='0' alt="Gilead" /></a>
<a target='_blank' href='http://postimage.org/'>upload picture</a>

[Elias]

July 26, 2012, 4:05 p.m. EDT
Gilead Sciences Announces Second Quarter 2012 Financial Results
- Product Sales of $2.32 Billion, Up 14 Percent over Second Quarter 2011 -


FOSTER CITY, Calif., Jul 26, 2012 (BUSINESS WIRE) -- --- Antiviral Product Sales of $2.01 Billion, Up 14 Percent over Second Quarter of 2011 -

Gilead Sciences, Inc. GILD +0.96% announced today its results of operations for the quarter ended June 30, 2012. Total revenues for the second quarter of 2012 increased 13 percent to $2.41 billion, from $2.14 billion for the second quarter of 2011. Net income for the second quarter of 2012 was $711.6 million, or $0.91 per diluted share compared to $746.2 million, or $0.93 per diluted share for the second quarter of 2011. Non-GAAP net income for the second quarter of 2012, which excludes acquisition-related, restructuring and stock-based compensation expenses, was $767.3 million, or $0.99 per diluted share compared to $797.7 million, or $1.00 per diluted share for the second quarter of 2011.

http://www.marketwatch.com/story/gilead ... 2012-07-26

[Toni Curtes]

Alguem acompanha este titulo? Uma entrada longa, apostando no fecho do gap, seria um cenário demasiado otimista? Qualquer opinião será bem vinda

[Luka!]

Top Buys by Directors:

Wold-Olsen's $440K Bet on GILD
The directors of a company tend to have a unique inside view into the business, so when directors make major buys, investors are wise to take notice. Presumably the only reason a director of a company would choose to take their hard-earned cash and use it to buy stock in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see exciting progress within the company, or maybe both. So in this series we look at the largest insider buys by company directors over the trailing six month period, one of which was a total of $440K by Per Wold-Olsen, Director at Gilead Sciences, Inc. (NASD: GILD).


http://www.forbes.com/sites/dividendcha ... t-on-gild/

[Luka!]

Realmente as biotech não são para mim...estava a tentar perceber se eram, mas definitivamente não são!

São muito temperamentais!

Talvez um ponto de entrada interessante ...

[Tridion]

Realmente as biotech não são para mim...estava a tentar perceber se eram, mas definitivamente não são!

São muito temperamentais!

[L.S.S]

Vídeo (conspiração!?) sobre a GILD (Gilead Sciences)

<iframe width="420" height="315" src="http://www.youtube.com/embed/t1jB-zQlNgs" frameborder="0" allowfullscreen></iframe>

[Elias]

tugadaytrader, quando falei em gap estava a falar do 1º, o que dá início à ilha reversiva.

Mas quando existe um gap up, é prática aceitável ajustarmos o stop na mesma proporção da subida ou nem por isso?

Obrigado.

Mesmo que ajustes o stop para o topo do gap ascendente, se houver uma abertura a cair quase 20% como foi o caso, de pouco te serve...

De qualquer forma dá uma espreitadela aqui.

[L.S.S]

tugadaytrader, quando falei em gap estava a falar do 1º, o que dá início à ilha reversiva.

Mas quando existe um gap up, é prática aceitável ajustarmos o stop na mesma proporção da subida ou nem por isso?

Obrigado.

Boa noite Tridion.

Pensei que te referias ao GAP DOWN daí a minha resposta.

Quanto ao uso de stop neste caso especifico (padrão de inversão) depende do tipo de investidor que tu és!?

Se és um Day Trade, Swing Trade, Position Trade, Buy & Hold, etc..?

Cumprimentos

[Tridion]

tugadaytrader, quando falei em gap estava a falar do 1º, o que dá início à ilha reversiva.

Mas quando existe um gap up, é prática aceitável ajustarmos o stop na mesma proporção da subida ou nem por isso?

Obrigado.

[Elias]

Elias, quando estamos perante um gap up desses a onde é que devemos por o stop, para nos protegermos dum ilha reversiva?

Thanx.

Epa... não vejo como te podes proteger duma ilha reversiva...

[L.S.S]

Elias, quando estamos perante um gap up desses a onde é que devemos por o stop, para nos protegermos dum ilha reversiva?

Thanx.

Isto não é uma GAP UP é sim um GAP Down!

O gap down ocorre quando a abertura do mercado acontece num nível abaixo do mínimo da sessão anterior.



Cumprimentos

[Tridion]

Elias, quando estamos perante um gap up desses a onde é que devemos por o stop, para nos protegermos dum ilha reversiva?

Thanx.

[Elias]

Até assusta

[Elias]

Gilead Sciences a cair 16% e a puxar o Nasdaq para baixo


Gilead test results disappoint, shares fall 20%
Feb. 17, 2012, 7:23 a.m. EST

By Ben Fox
Gilead Sciences Inc. GILD -16.22% said the majority of certain hepatitis C genotype 1 patients it treated with its GS-7977 drug plus ribavirin had viral relapse within four weeks of completing 12 weeks of treatment, potentially putting into question the efficacy of the drug in some patients.

Shares were down 8.8% premarket at $50. As of Thursday's close, the stock has risen 34% since the start of 2012.

The biopharmaceutical last month completed its purchase of Pharmasset Inc. for more than $11 billion, in a deal expected to accelerate its hepatitis C drug pipeline. It said earlier this month that its GS-7977 drug--which it acquired in the deal--along with the older drug ribavirin, made hepatitis C undetectable after four weeks of treatment in all 10 patients with genotypes 2 and 3 treated. The trial was also the first to successfully eliminate interferon from the drug treatment. Interferon is a highly toxic, older hepatitis C drug with major side effects, and market watchers are keenly focused on drug developers finding ways to strip out that treatment from future hepatitis C regimens.

But, among eight genotype 1 patients treated, six experienced viral relapse. Two patients didn't, but they have only reached the two-week post-treatment time point. Those patients had a prior "null" response to an interferon-containing regimen.

"These data answer an important question about the use of GS-7977 and ribavirin for the treatment of genotype 1 null responder patients, suggesting that additional direct acting antivirals may be necessary to effectively treat this patient population," said Chief Scientific Officer Norbert Bischofberger. "We will continue to explore a number of therapeutic approaches to address this significant unmet medical need, including combinations with other oral antivirals."

Results from ongoing studies, including those involving genotype 1 treatment-native patients, will be released in the coming months.

Gilead earlier this month said its fourth-quarter earnings rose as the company's product sales continued to rise and it no longer booked deep reductions in royalties.

[Elias]

sub-x esta empresa é do sector farmacêutico.

As razões da subida...? Não faço ideia