GILEAD SCIENCES 885823 (Seite 97)

[mr11x]

Antwort auf Beitrag Nr.: 63.613.443 von Gordon1990 am 08.05.20 21:08:04

In den letzten 10 Jahren und mehr haben die Gild Insider fast immer nur verkauft und bis auf einige sehr wenige, seltene Ausnahmen gekauft. Zum Warum gibt es wahrscheinlich wenig Veröffentlichungen, wahrscheinlich weil sie Geld haben wollten anstatt Gild Aktien?

[Gordon1990]

Warum hat es vor paar Tagen massive InsiderVERKÄUFE gegeben?

[Herbi14]

Was kommt da nächste Woche auf uns zu?

[Eastside]

Damit wäre das Thema der geringen Anzahl der möglichen Dosen vermutlich erledigt:

https://www.wallstreet-online.de/nachricht/12502194-covid-19…

[mr11x]

Ein relativ positiver Artikel zu Gild, der den Dr. Marty tweet bestätigt und einige Insiderverkäufe
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EVP,Corp Affairs & Gen Counsel of Gilead Sciences Inc (30-Year Financial, Insider Trades) Brett A Pletcher (insider trades) sold 13,210 shares of GILD on 05/05/2020 at an average price of $79.23 a share. The total sale was $1 million.
Director John Francis Cogan sold 2,416 shares of GILD stock on 05/04/2020 at the average price of $81.75. The price of the stock has decreased by 5.06% since.
SVP, Controller & CAO Diane E. Wilfong sold 12,264 shares of GILD stock on 05/04/2020 at the average price of $80.09. The price of the stock has decreased by 3.1% since.
Director John Francis Cogan sold 2,413 shares of GILD stock on 04/27/2020 at the average price of $79.9. The price of the stock has decreased by 2.87% since.
Director John Francis Cogan sold 2,413 shares of GILD stock on 04/20/2020 at the average price of $83. The price of the stock has decreased by 6.49% since.

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Even After FDA Approval Market Keeps Underestimating Gilead's Antiviral
May 07, 2020 11:49 AM ETGilead Sciences, Inc. (GILD)41 Comments
Summary
The market is schizophrenic about Remdesivir.
Hints of its approval lift the entire market.
There are hopeful signals out of U.S. practitioners about the effectiviness of the treatment.
Yet, it is considered of modest value as a component of Gilead.
This idea was discussed in more depth with members of my private investing community, Special Situation Report. Get started today »
The market seems kind of schizophrenic to me in its opinion of Gilead (GILD) which produces remdesivir. The only treatment for COVID-19 that's been approved by the FDA for emergency use. On April 29 when it became clear, from a reliable study, that remdesivir would do some work on COVID-19, the news seemingly lifted the entire stock market. That's a remarkable feat.
What is puzzling to me is that the market doesn't appreciate the drug very much at all. There are speculative names that maybe have a Phase 1 trial (many months to go before possibly getting to market) for something that could potentially work on COVID-19 and no manufacturing capacity to speak off that double or triple in value but Gilead hardly moves.
To be fair, the company escaped the sell-off in March and is up 14% vs. the iShares Nasdaq Biotechnology ETF (IBB):
But over the past month, as it has become clearer remdesivir is actually effective, the company is down while biotech and the broader market are up sharply.
Almost as if the market anticipates the drug isn't really necessary because the virus isn't a big problem after all. I think that assessment is very, very wrong. I'm taking the other side of that trade.
The company has a lot of what I want in this market:

1) A number of therapies that are absolutely critical for patients (i.e. not optional treatments),

2) it has a cash hoard resulting in no net debt. That alone should have got it through the March sell-off better,

3) it is trading at ~10x cash flow AND

4) it has the only therapy on the market with emergency FDA approval. To treat a pandemic that, as I'm hammering this out has taken 262709 lives (that we know of) and we've registered 3.7 million infections. On the John Hopkins dash, you can track the curve and infections are flattening out but as we all know this has taken considerable effort on societies worldwide.
Many countries in Europe and North America are initiating some sort of reopening process. I have little doubt that's going to result in flare-ups here and there. In some places, it is going to work for a while. In other places, it is going to work for a very short period of time. Once healthcare systems get overloaded re-opening programs will need to be dialed back and that's one of the reasons remdesivir is so welcome.

I came across a tweetstorm by MD Francisco Marty and thought it was so interesting enough to share with you. It's a tweetstorm, not a scientific paper, of course. But it's good to get some color from someone who's out there on the floor for a change. I'm very interested to see what practitioners can do with this drug.

The profile says he's an Infectious diseases doctor who specializes in treating transplant and cancer patients, and works at @BrighamWomensn and @DanaFarber @harvardmed. Here's the tweetstorm:
Some things that got me pretty excited:

B) "this juice works doc!" This really makes me happy for the patients for who it - at least seemed - to work. I really hope it turns out to be more effective than research is indicating so far. Not because I own some shares but primarily for all the suffering it could prevent.

A) Get patients home in 2-4 days instead of 2-4 weeks (probably a bit of an overstatement but I hope so).

C) Shortening hospital stay means it can alleviate pressure on the hospital system and that is the KEY threat to societies. Once hospital systems get overloaded, the mortality rate soars.

A big effect on time in hospital will help with re-opening. I'm soon publishing additional notes on the re-opening but overall my stance is that it's not going to be so great as the market implies. Even if remdesivir is spectacular, there isn't enough capacity to resume life as before. The Gilead graph below clearly shows that production is somewhat limited:
This MD wants to blanket whoever gets into the hospital with this drug. Doesn't want to play the numbers game; young/old, etc. Just hook them up. That's positive for the total addressable market.
It really excited me to see an MD who treated 200+ COVID patients so positive about the treatment.
Gilead can produce about 1.2 million treatments per month near the end of the year. Currently, the company is ramping towards 400k per month. We are currently at 80k new cases per day. That's only the cases that actually get identified. Let's say 5% of new cases would benefit from remdesivir that means we are short 120k treatments per month at the current rate. Obviously, the virus spreads exponentially (we don't want to find out where it starts to level off organically) while production capacity does not ramp up exponentially. This tells me we life as we knew it pre-COVID won't be back for a while.
Check out the Special Situation Investing report if you are interested in uncorrelated returns. I look at mergers & acquisitions, spin-offs, companies with buyback programs, rights offerings as well as unique opportunities like Gilead, which is so well positioned with its COVID-19 treatment.
Disclosure: I am/we are long GILD. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

[Deadsh0t]

https://www.finanzen.net/amp/langfristige-lizenzen-corona-im…

[adalmina]

Na bitte schön 👍 🎯

https://newsfilter.io/a/7bb55dc59119498f5ad44bbf6d15aec4

[mr11x]

Antwort auf Beitrag Nr.: 63.588.369 von mr11x am 07.05.20 06:33:01

Wichtig wäre, dass sich die Erkenntnis durchsetzen würde, dass es wirklich und eindeutig ohne grosse Nebenwirkungen wirkt - auch alleine deshalb schon weil sehr viele Menschen, Politiker aus welchen Gründen auch immer, sei es vielleicht kurzsichtig ins Auge gefasste wirtschaftliche Interessen , Ignoranz und Unkenntnis etc.(siehe Beispiel Ischgl am Anfang und offensichtlich lernen manche Menschen nur wenn sie es selbst ausprobiert haben um aus eigener Aua Erfahrung zu lernen wie sich eine heisse Herdplatte anfühlt - scheint ein Teil unseres Wesens zu sein) das Risiko eingehen die Chancen auf eine zweite Infektionswelle zu erhöhen

Gary R.N.4 hours ago - ich hoffe dass Gary echt ist und richtig liegt
To Yahoos Gilead Chat Posters: From Gary RN 8:49PM 5/6/2020.
No one knows for Sure were -or- when Gilead will be recognized for it's Remdesivir true Value.
But: As sure as the Sun Rises Tomorrow!
My Colleges in the ICU (I'm in the ED) constantly say:
#1) Intravenous Remdesivir (200mg 1st day, then 100mg QD 5-10days).
#2) Intravenous Anti-inflammatory ( Solumedrol 125 mg BID).
#3) Passive Sera Antibody infusion Convalescent Plasma (Specific to Pt's & Physicians Orders).
We know this is life Saving & Needed.
As sure as the Sun Rises Tomorrow: Gilead will rise to it's True value!
I estimate 140 / Share (Question is When???: No one knows When)!
From Gary RN

[mr11x]

Die Streiterei fängt an, wer die ersten Remdesivir Infusionsfläschchen in den USA bekommt
https://www.statnews.com/2020/05/06/doctors-lambaste-federal…

[Klabautermann1958]

Antwort auf Beitrag Nr.: 63.585.855 von -Realist- am 06.05.20 20:14:04

Ja, habe ich vergessen...

...das macht es ja noch besser...