Gilead Sciences « Terug naar discussie overzicht

Forum Gilead geopend

875 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 10 ... 40 41 42 43 44 » | Laatste

Omlaag ↓

pardon 23 juni 2017 17:57

quote:
DeZwarteRidder schreef op 23 juni 2017 15:50:
[...]
Plaats gewoon het bericht in het Engels en niet dit koeterwaals...!

Sinds wanneer bepaal jij wat ik doe!!

DeZwarteRidder 23 juni 2017 17:59

quote:
pardon schreef op 23 juni 2017 17:57:
[...]Sinds wanneer bepaal jij wat ik doe!!

Ik neem aan dat je jezelf niet belachelijk wil maken...!!??

beurspiet 23 juni 2017 20:29

Zwarte,

met alle respect maar we moeten dankbaar zijn om mensen die hier bepaalde artikels plaatsen (al dan niet vertaald) !! (men kan abonnee zijn van diverse gerenommeerde tijdschriften,maar die coveren nooit alles !! ) .

Veel succes allen

Ps: hoe is het met je CYDY ???

DeZwarteRidder 26 juli 2017 23:55

Gilead Sciences Inc. Q2 Profit Falls 19%
July 26, 2017, 04:49:00 PM EDT By RTT News

(RTTNews.com) - Gilead Sciences Inc. ( GILD ) announced earnings for second quarter that lost ground from last year.

The company said its profit came in at $3.37 billion, or $2.56 per share. This was down from $4.18 billion, or $3.08 per share, in last year's second quarter.

Analysts had expected the company to earn $2.15 per share, according figures compiled by Thomson Reuters. Analysts' estimates typically exclude special items.

The company said revenue for the quarter fell 8.2% to $7.14 billion. This was down from $7.78 billion last year.

Gilead Sciences Inc. earnings at a glance:

-Earnings (Q2): $3.37 Bln. vs. $4.18 Bln. last year.
-Earnings Decline (Y-o-Y): -19.4%
-EPS (Q2): $2.56 vs. $3.08 last year.
-EPS Decline (Y-o-Y): -16.9%
-Analysts Estimate: $2.15
-Revenue (Q2): $7.14 Bln vs. $7.78 Bln last year.
-Revenue Change (Y-o-Y): -8.2%

Full year EPS guidance: $0.86 - $0.93

Endless 27 juli 2017 07:31

quote:
DeZwarteRidder schreef op 26 juli 2017 23:55:
Gilead Sciences Inc. Q2 Profit Falls 19%
July 26, 2017, 04:49:00 PM EDT By RTT News

(RTTNews.com) - Gilead Sciences Inc. ( GILD ) announced earnings for second quarter that lost ground from last year.

The company said its profit came in at $3.37 billion, or $2.56 per share. This was down from $4.18 billion, or $3.08 per share, in last year's second quarter.

Analysts had expected the company to earn $2.15 per share, according figures compiled by Thomson Reuters. Analysts' estimates typically exclude special items.

The company said revenue for the quarter fell 8.2% to $7.14 billion. This was down from $7.78 billion last year.

Gilead Sciences Inc. earnings at a glance:

-Earnings (Q2): $3.37 Bln. vs. $4.18 Bln. last year.
-Earnings Decline (Y-o-Y): -19.4%
-EPS (Q2): $2.56 vs. $3.08 last year.
-EPS Decline (Y-o-Y): -16.9%
-Analysts Estimate: $2.15
-Revenue (Q2): $7.14 Bln vs. $7.78 Bln last year.
-Revenue Change (Y-o-Y): -8.2%

Full year EPS guidance: $0.86 - $0.93

De cijfers zijn niet onverwacht maar de VERHOGING van de outlook wel.Dus niet negatief want de koers was al gezakt op slechte cijfers en outlook Nu de outlook verbeterd denk ik eerder dat we up gaan

DeZwarteRidder 27 juli 2017 08:01

Dit kan niet kloppen:

Full year EPS guidance: $0.86 - $0.93

DeZwarteRidder 18 augustus 2017 19:55

Gilead: Road To $100
Aug. 18, 2017 9:18 AM ET|
23 comments|
About: Gilead Sciences, Inc. (GILD)

Activist Stocks
Long/short equity, Deep Value, special situations, Growth
Marketplace
Catalyst Driven Small-Caps
(4,680 followers)
Summary

Gilead might have an activist investor.

Dan Loeb fits the mold.

He’ll push for a buyout and there are two prime candidates.

The road back to $100 won’t be easy for Gilead (GILD).

Gilead is still facing a lot of pressure from AbbVie (ABBV) in its hepatitis C and HCV business. AbbVie's newest drug can treat all HCV subtypes. It cures the disease in just eight weeks. Gilead’s medicines treat patients in 12 weeks. There’s plenty of pressure coming for Gilead. However, that doesn’t mean that Gilead isn’t a cash generating machine. Its HIV business is smaller, but also interesting. Gilead is moving toward more non-toxic HIV regimens.
We still need that acquisition, right?

Many believe that Gilead needs a major buyout to juice returns and get the stock price growing again. Gilead certainly has the balance sheet for that. But it needs a catalyst. Enter an activist investor. Gilead fits the activist hedge fund Third Point’s mold nicely. Third Point has previously taken on the likes of Baxter (BAX) and Allergan (AGN). Third Point could push for a board seat. But more importantly, an activist could light a fire under Gilead management to get a deal done.

The company has already made an interim commitment to move away from spending money on buybacks to a buyout. Something that’ll likely get done by 2018.

On Gilead’s radar might be Vertex Pharmaceuticals (VRTX), which is the $37 billion market cap biotech company. But the bigger thing for Gilead is that it needs to find a player in the oncology field. That means Incyte (INCY) could work well - a $25 billion market cap. Incyte makes a lot of sense and isn’t a ton of ‘risk’ in that it has an impressive portfolio and pipeline, much of which have plenty of overlap with Gilead’s existing products. Incyte makes a ton of sense. Incyte is the long and steady play.
The big thesis.

The key play is to get Gilead to buy Incyte. Dan Loeb should take notes. Jakafi is the key Incyte product and has multiple indications for hematological, fitting into the Gilead portfolio nicely. As well, emerging oncology products. Even paying a high premium, upwards of 40% a big deal, would be worthwhile for Gilead. Assuming Incyte can continue to post late stage drug development wins, it’ll surely entice Gilead. Meanwhile, Vertex is less risk, as it’s more stable, strategically, it makes less sense and could mean a lower return on investment.

Gilead is still a profit generating machine. However, it’s fallen on hard times. What it needs - read: bull thesis - is for an activist like Third Point to get involved and push the biotech company into making a strategic acquisition.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

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.

[verwijderd] 28 augustus 2017 14:42

Gilead Sciences Inc. GILD -0.31% has agreed to pay about $11 billion for Kite Pharma Inc. KITE -0.74% and its promising new technology for harnessing the body’s immune system to fight cancer.
Gilead will pay $180 a share, representing a 29% premium over Kite’s closing price Friday. The all-cash deal would give Gilead a foothold in a new type of personalized treatment that doctors say could save patients with the most dire cases of cancer and analysts estimate would ring up billions of dollars in sales.
Shares in Kite rose nearly 29% to $179 in premarket trading. The Wall Street Journal reported earlier Monday about Gilead’s deal to buy Kite.
Gilead, of Foster City, Calif., had been looking for an acquisition to diversify its portfolio beyond its leading position in infectious-disease treatments and provide a new revenue stream as sales of the company’s hepatitis C drugs decline.
The deal for Kite would be one of Gilead’s biggest, rivaling the company’s $11 billion purchase of liver-disease drugmaker Pharmasset in 2012. Through that acquisition, Gilead gained hepatitis C therapies that are among the world’s top-selling drugs.
Now Gilead is betting that Kite can provide a similar payoff. Kite, of Santa Monica, Calif., is a leader among several companies that aim to use genetic engineering to weaponize a patient’s own immune T cells and then deploy them to attack lymphoma and other blood cancers.
Kite’s main drug, known as axi-cel, is up for approval in the U.S. and Europe. Analysts predict it would have world-wide sales of $1.7 billion in 2022, according to EvaluatePharma, which ranks the drug among the industry’s top 10 compounds in terms of sales potential. Such expectations have already pushed the company’s shares sharply higher this year.
“This technology is really going to be transformative to the field,” Gilead CEO John Milligan said in an interview.
Axi-cel is likely to face swift, steep competition. Novartis AG , one of the leading cancer-drug makers, beat Kite to be the first company to ask the Food and Drug Administration to approve a bioengineered T-cell drug. Several other companies are developing the drugs too.
Dr. Milligan said Gilead is accustomed to operating in competitive drug markets. He said Kite’s technology could be used beyond its initial focus on an advanced form of lymphoma to other blood cancers including multiple myeloma and perhaps in combination with other immunotherapies.
Some of the drugs various companies were working on have produced serious, even deadly, side effects during development. Dr. Milligan said doctors have learned how cut the risk of side effects, and Gilead and Kite would work on developing improved treatments.
Gilead made its name selling treatments for HIV/AIDS. The biotech company surged in value after launching the hepatitis C treatments developed at Pharmasset. The drugs, Sovaldi and Harvoni, helped Gilead double its sales in 2014. It now has a market value of roughly $100 billion.
Last year Gilead had $30 billion in sales, including $9.1 billion from Harvoni and $4 billion from Sovaldi.
Yet the anti-viral drugs’ commercial success has also proved to be an albatross. Gilead faced public criticism and a Senate investigation for listing Sovaldi at $1,000 a day, even though the therapy cured most patients at a cost of less than a liver transplant.
The hepatitis C drugs’ sales were squeezed in recent years when Merck & Co. launched a rival treatment, forcing Gilead to offer steep discounts to health plans. And partly because of the drugs’ success curing the disease, fewer patients needed treatment.
The company’s second-quarter hepatitis C drug sales fell to $2.9 billion world-wide, down from $4 billion during the period a year earlier.
Gilead has faced pressure from investors and analysts to find new revenue sources. Management responded by touting its next generation of HIV/AIDS treatments as well as drugs in development to treat a liver disease known as NASH, for nonalcoholic steatohepatitis.
But Wall Street said Gilead needed to do another deal. Gilead fanned speculation by hiring Alessandro Riva from Novartis to run its hematology and oncology division, as well as its former adviser, investment banker Andrew Dickinson, from Lazard .
After years of surging volume, pharmaceutical deal making has been slow this year, with very few megamergers aside from Johnson & Johnson ’s roughly $30 billion deal to buy Actelion Ltd. Drug companies have been digesting earlier acquisitions and have also been hampered by uncertainty surrounding tax reform because many of them have large amounts of cash overseas.
Dr. Milligan said Gilead had been eyeing Kite for months and decided to make a move after Kite asked the FDA to approve axi-cel and Gilead watched the performance of drugs from Novartis and others.
Deal talks began in earnest during a dinner in June at the home of Kite CEO Arie Belldegrun overlooking the University of California, Los Angeles, campus where he also teaches and practices medicine.
Dr. Milligan said Gilead realized the deal comprised not only axi-cel but the technology for developing other cell-therapy cancer drugs. “We see it as a nice, sustainable oncology platform for decades to come,” he said.
The deal is expected to close in the fourth quarter, around the same time as the deadline for U.S. approval of Kite’s main drug.
Dr. Milligan said Dr. Belldegrun would help with the transition to new ownership and that Gilead would retain “nearly all” Kite’s employees.
—Dana Mattioli contributed to this article.
Write to Jonathan D. Rockoff at Jonathan.Rockoff@wsj.com

Justme 28 augustus 2017 19:09

Gunstig voor de koers in ieder geval

[verwijderd] 28 augustus 2017 19:39

Eerst maar eens kijken of we boven de lagere top van 31-07 (76,49)kunnen geraken.
Los van Eur/Usd natuurlijk.

Justme 30 augustus 2017 16:02

Dat is gelukt in ieder geval in dollars dan.

[verwijderd] 30 augustus 2017 19:04

80,80 is 1e weerstand ;-))

Justme 30 augustus 2017 19:49

Iemand een idee waar we deze stijging aan te danken hebben ?

Misschien nog te maken met de kite overname

[verwijderd] 30 augustus 2017 20:38

quote:
Zeeuwtje schreef op 30 augustus 2017 19:49:
Iemand een idee waar we deze stijging aan te danken hebben ?

Misschien nog te maken met de kite overname

Denk deels wel. Immers ze zatten op zoveel cash en iedereen vroeg zich af wat
ermee zou gebeuren? Gekste geruchten deden zich de ronde overname Genmab of....

Andere kant is het een Technisch dingetje! Vandaar dat ik zeg 80,80 is weerstand ;-)

Galajurk 30 augustus 2017 20:56

0-8-2017 19:25:01

Novartis krijgt goedkeuring voor CAR-T behandeling Kymriah

Aanvullende aanvragen later dit jaar in VS en EU.

(ABM FN) Novartis heeft toestemming gekregen van de Amerikaanse toezichthouder FDA om met Kymriah patiënten te mogen behandelen. Dit maakte de Zwitserse farmaceut woensdagavond bekend.

De Food and Drug Administration gaf daarmee voor het eerst een goedkeurende verklaring af voor een celgebaseerde CAR-T behandeling, in dit geval voor kinderen en adolescenten tot 25 jaar met acute lymfatische leukemie, een vorm van bloedkanker die zich kenmerkt door een overproductie van onrijpe B- en T-lymfocyten.

Kymriah is een nieuwe vorm van behandeling waarbij de eigen T-cellen van de patiënt worden ingezet om de kanker te bestrijden. Het betreft een eenmalige behandeling.

CEO Joseph Jimenez zei dat Novartis al lange tijd een voorloper ismet zijn transformatie kankerbehandelingen. "Met de goedkeuring van Kymriah komen we opnieuw onze belofte na om de wijze van kankerbehandeling te verzorgen", aldus de topman.

Novartis wil later dit jaar aanvullende verzoeken indienen in de Verenigde Staten en de Europese Unie voor de behandeling van volwassen patiënten. Andere regio's komen in 2018 aan de beurt.

In België is Celyad ook bezig met de ontwikkeling van celgebaseerde CAR-T behandelingen. Daarin werkt het samen met Novartis en het Japanse ONO Pharmaceutical.

Maandag kondigde Gilead Sciences aan Kite Pharma voor bijna 12 miljard dollar over te nemen. Ook Kite Pharma werkt aan de techniek om het eigen immuunsysteem van de patiënt te activeren om kanker te bestrijden.

Door: ABM Financial News.

Heb een vermoeden dat de koers hier ook op reageert.

Justme 31 augustus 2017 06:08

Wat is de link met gilead dan precies ?

[verwijderd] 25 september 2017 19:00

op CNBC gelezen dat dit aandeel inmiddels weer koopwaardig is (althans dat heb ik zo begrepen want mijn Engels is niet zo goed). Mijn turbo's long 64,20 die ik een tijdje geleden heb gekocht staan nog rood, maar hopelijk dus binnenkort weer groen. Mss koop ik nog wel bij.

[verwijderd] 28 september 2017 15:50

GILD: 82.13 -1.73 (-2.07%). Waar hebben we die daling aan te danken ? Daling is nog wel boven de steun op 80 ......En het ging juist de laatste tijd weer up.... dat is natuurlijk geen garantie op nog meer.

DeZwarteRidder 28 september 2017 15:53

quote:
Floryn schreef op 28 september 2017 15:50:
GILD: 82.13 -1.73 (-2.07%). Waar hebben we die daling aan te danken ? Daling is nog wel boven de steun op 80 ......En het ging juist de laatste tijd weer up.... dat is natuurlijk geen garantie op nog meer.

Ik heb ze maar verkocht, want er komt een concurrerend HEP-medicijn dat veel goedkoper is en waardoor Gilead z'n voornaamste inkomstenbron zal verliezen.

[verwijderd] 28 september 2017 16:29

quote:
DeZwarteRidder schreef op 28 september 2017 15:53:
[...]
Ik heb ze maar verkocht, want er komt een concurrerend HEP-medicijn dat veel goedkoper is en waardoor Gilead z'n voornaamste inkomstenbron zal verliezen.

Is dit niet nieuws uit 2016?

Er zijn toch al een aantal HEP concurenten?
De voornaamste inkomstenbron neemt toch al fors af?

875 Posts, Pagina: « 1 2 3 4 5 6 7 8 9 10 ... 40 41 42 43 44 » | Laatste

Aantal posts per pagina: 20 50 100 | Omhoog ↑

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Detail

Vertraagd	31 jan 2025 22:00
Koers	97,200
Verschil	+0,250 (+0,26%)
Hoog	98,365
Laag	96,430
Volume	9.419.694
Volume gemiddeld	6.996.253
Volume gisteren	5.409.420

Gilead Sciences nieuws

06 nov	Gilead verhoogt outlook
aug '23	Gilead verlaagt outlook
apr '23	Gilead schiet tekort
feb '23	Hogere resultaten Gilead
aug '22	Hogere omzet Gilead
apr '22	Gilead verlaagt outlook
feb '22	Schikking drukt winst Gilead
okt '21	Gilead verhoogt outlook
apr '21	Gilead profiteert minder van remdesivir
apr '21	Biden wil medicijnkosten flink verlag...	14

Meer ››