Barcelona Hot Type: Will GS-4997 Make $GILD Golden Again?

by DrKSSMDPhD | April 23, 2016 1:04 am

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Source URL: https://sgumdev.stockgumshoe.com/2016/04/barcelona-hot-type-will-gs-4997-make-gild-golden-again/


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geoffb
geoffb
6 years ago

From Twitter (RE: Biotech market):

max ‏@LTbioinvestor 20m20 minutes ago
@DrSManian agree, i’m in the market for 20 years and don’t remind [sic] such a negative mood in #biotechs.
In 2001 and 2008 was a global thing

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geoffb
geoffb
6 years ago
Reply to  geoffb

I believe it is the uncertainty surrounding the election, as it relates to healthcare and drug costs. Recall that Clinton caused a huge hiccup in biotechs last year with one tweet about drug costs. And Trump has said he can cut $300B from the Medicare budget (which has a $350B(?) budget).

It will be difficult for specific companies to break out of this rut over the next several months, unless they are subject to a buyout (or rumors of buyout) or deliver breakthrough results.

I don’t think we’ll see the “rising tide lifts all boats” until after the election is over, and there is some clarity on the direction the US is going in Healthcare and drug costs.

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arch1
6 years ago
Reply to  geoffb

I agree 100%. Well reasoned and stated.

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Esther
Esther
6 years ago
Reply to  arch1

Dittos.

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Opposeablethumb
6 years ago
Reply to  Esther

Double ditto. The current environment indicates the government wants to kill off baby boomer quickly. Decimate the health care industry and stop life lengthening drug development. Very good for the economy!!!

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Anamorph
6 years ago
Reply to  Esther

Yes, doubtless, and that explains why the pace of drug development and FDA approvals has been so slow in the last few years, why the sector has languished behind the S&P, and the appointment by Obama of Dr Robt Cailiff to head the FDA.

(insert eyeroll emoji here)

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Esther
Esther
6 years ago
Reply to  Esther

I don’t think they mean to decimate the biotechs any more than they mean to decimate the banks, but in an election year, bashing high costs of drugs is the thing to do, and in the meantime the market hates uncertainty. Investors simply aren’t sure what the next government will do.

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SoGiAm
6 years ago
Reply to  geoffb

$GILD’s CEO Milligan tells me it’s “time for us to go out and do important deals” — read the full story on terminal. Retweeted 22 times Caroline ChenVerified account ‏@CarolineYLChen May 6 22 retweets 15 likes Reply Retweet 22 Like 15 More S Manian liked biotech 2050 ‏@Biotech2050 2h2 hours ago
@DrSManian $GILD might consider $TGTX or $KPTI too in addition to $HALO
View conversation 0 retweets 2 likes Reply Retweet Like 2 More
In reply to Bio Stocks™ William Gerber ‏@WilliamGerber1 3h3 hours ago
@BioStocks This may be a stupid question but why tell the world you have an itch to do a deal instead of actually just doing a deal? $GILD
View conversation 0 retweets 3 likes Reply Retweet Like 3 More Joe liked Bio Stocks™ ‏@BioStocks
$GILD Chief Has $21 Billion in Cash and an Itch to Do a Deal http://www.bloomberg.com/news/articles/2016-05-06/gilead-new-ceo-says-it-s-time-to-go-out-and-do-important-deals

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SoGiAm
6 years ago

$ALQA- …increase the number of authorized shares of common stock from 45,714,286 to 95,000,000 shares (the “Certificate Amendment”)… 8k – http://ir.alliqua.com/all-sec-filings/content/0001144204-16-099527/v439171_8k.htm

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SoGiAm
6 years ago

How Not to Die by Alexander Green May 6, 2016: http://www.beyondwealth.com/how-not-to-die/ Have an #awesome #weekend All – Jammin’

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SoGiAm
6 years ago

$NH NantHealth files $92M #IPO
https://www.sec.gov/Archives/edgar/data/1566469/000119312516581979/d46244ds1.htm

S-1 seems no mention of the lawsuit in @matthewherper story
Andy Biotech ‏@AndyBiotech 5m5 minutes ago

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stephencmyers
stephencmyers
6 years ago

ZIKA:

Scientists trying to understand why in some twins only one is affected by Zika microcephaly birth defect.

http://goo.gl/ZmDT0y

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hendrixnuzzles
6 years ago

TECHNICAL OBSERVATIONS ON STOCKS OF LONG INTEREST week ended 5/6
Long all tickers. All have science or medical ideas found to be promising by The Learned One.

I have been reducing my biotech ticker count to beef up remaining positions that I think can have a major impact on my portfolio and raise some cash. Many of my positions were too small to have much of an impact even if they eventually become winners.
The beneficiaries of this redistribution were ZFGN, CLLS, REPH, RGLS, PARN, and TRVN. ARTH is already a monster position for me, did not add or subtract. So please no snide remarks about abandoning ship. These are big positions for me and I still have over a dozen full biotech positions.

However it is true that I am of the opinion that the market is losing appetite for risk, and not just in biotech. Biotech not only has risk, it has risk over long time frames. The market seems to be less willing to put up huge premiums for such things, and the time frame to fruition influenced my thinking on some of the selections. On the other hand, my big pharma holding are doing OK and there have been very strong market signals in hard assets, so I am not making this up about the market’s attitude towards risk.

The tenor of the charts this week is pretty depressing though not overwhelmingly so.

$AKAO 3.06/3.10…gliding along after April bottom.Nothing dramatic.
$ARTH 39 cents/42 cents…thrashing about. It appears to me that after the big April bull move, we are in a range between 38 and 42 cents. We need to realize there are going to be 10% moves on this stock.
My guess is we will see some gyrations and have our patience tested, then one day…WHAM it will move up to 50 cents and do the same back-and-forth routine at a higher level.
$AUPH 2.49/2.73 Technically, it is still off the Jan-Feb lows. But what a depressing looking chart. Doc said the payoff is way down the road and we don’t have the gory details on Zaruby’s departure. I’m out.
$BLRX… 91cents/95 cents scraping along bottom, 3rd test since January.
$BPMC… 13.65/13.90 it’s testing February lows and the Mas look bad. But volume is light and the range is tight so I would expect it will come out of it.
$CLLS…30.92/26.95 best of the bunch, spikey upmove on moderate volume. Will check the news but Ben is lkely going to beat me to it.
$ENUM 19 cents/19cents
$FLKS…9.06/9.59 another traitor in our midst. Horrible week, broke down after getting out of the March dumps. The chart looks really bad, I reduced holdings but am still long.
$PARN…1.69/1.80 my frustration continues. Now it looks like we are going to test lows. This company actually has products, sales, revenues and other good stuff analysts like to talk about, and it gets treated like a biotech after a test with no advantage over placebo. Added to my position.
$REPH 6.76/6.69…Shows how bad things are when a 7 cent increase beats most of the other contestants. The price has tested the low 6.20-6.30 level three times and held. Added to my position.
$RGLS 5.38/5.36…. at or near bottom. I hope. The MAs and MACd don’t look very good but the price drop is decelerating and volume is unexceptional, so it doesn’t look like a big selloff or capitulation underway. Added to my position.
$RLYP 13.51/13.92 seems there is some pessimism about this. A gap down.
$TRIL 9.88/10.32…in an ever-so-faint uptrend since February. The 20 DMA is above the 50DMA…just barely. So one can say the near horizontal uptrend is intact. Yippee.
$TRVN 7.75/7.53…has tested $7 bottom three times. Cause for optimism. Added to my position.
$ZFGN 6.13/5.96…take a 6” ruler and lay it across the bottom of a sheet of paper and draw a horizontal line across the paper. You will have made a copy of the ZFGN chart since December. The daily ranges are so small they look like candledots, not candlesticks. And all the colored lines are on top of each other. My biggest position. I don’t have the courage to add more, although I think there is going to be a rocket launch.

Hope everyone has a great weekend !

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alanh
6 years ago
Reply to  hendrixnuzzles

HN: Thanks as usual. Re ARTH….as a trader, its the’ wham’, that worries me with this one. I REALLY want to duck and dive and could have made a mint jumping in and out (isnt hindsight a wonderful thing?) but Ive seen the ‘wham’ and it would be soooo easy to be left behind if they suddenly announce CE approval. As I see it, being long is the only safe game for now.

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hendrixnuzzles
6 years ago
Reply to  alanh

I agree. Just be sure you are long when WHAM hits. Probably OK to get a little over-extended at 39 cents and duck out on a pop, though.

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dan62
6 years ago
Reply to  alanh

You just made another post.. Kind of pissed me off.. You realize that we had alot of good kids die fighting for your empire.. One of colonies saved your ass.. The queen remembers.. That’s why she let the only political guy ever see her great grandson.. Sorry don’t mean to be a jerk..I have family members that died keeping it straight..

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v4t1n4
6 years ago
Reply to  dan62

Huh? Wanna translate/elaborate?

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alanh
6 years ago
Reply to  dan62

Dan: I assume youre addressing me re my earlier Brexit comment. No need to be mist off. Im more than aware that many Allies fought, suffered and died to keep Napoleon, Kaiser Bill, Hirohito and Shitler at bay. I lost family too. That shared spilled blood pumps round the heart of our countries close friendship. So I hope you agree that having resisted for centuries, its something close to a betrayal to cast all that aside and simply hand over political and legal control of the UK to the French, German and other Europeans like some sort of mad, capitulation gift.

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Esther
Esther
6 years ago
Reply to  dan62

??

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SoGiAm
6 years ago

$HALO – Seven Form 4’s filed and the 8K: http://www.halozyme.com/investors/sec-filings/default.aspx

Rihanna – Diamonds https://www.youtube.com/watch?v=lWA2pjMjpBs

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SoGiAm
6 years ago

Mass Cytometry: Single Cells, Many Features: http://www.cell.com/cell/abstract/S0092-8674(16)30410-X
Can Gummies qualify for an educational subscription to some of these great articles?
Technology development in biological research often aims to either increase the number of cellular features that can be surveyed simultaneously or enhance the resolution at which such observations are possible. For decades, flow cytometry has balanced these goals to fill a critical need by enabling the measurement of multiple features in single cells, commonly to examine complex or hierarchical cellular systems. Recently, a format for flow cytometry has been developed that leverages the precision of mass spectrometry. This fusion of the two technologies, termed mass cytometry, provides measurement of over 40 simultaneous cellular parameters at single-cell resolution, significantly augmenting the ability of cytometry to evaluate complex cellular systems and processes. In this Primer, we review the current state of mass cytometry, providing an overview of the instrumentation, its present capabilities, and methods of data analysis, as well as thoughts on future developments and applications.

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lfhill
lfhill
6 years ago
Reply to  SoGiAm

Hi SG There is a way to get those papers. I have used it a few times. Sci-Hub.
http://arstechnica.com/tech-policy/2016/05/piracy-site-for-academic-journals-playing-game-of-domain-name-whac-a-mole/

https://en.wikipedia.org/wiki/Sci-Hub
It is a little hard to set up so you need to be somewhat computer aware.
Thanks, Louie long KSS

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SoGiAm
6 years ago
Reply to  lfhill

Thank you Louis for the link and information, Best2You-Ben

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newby3867
newby3867
6 years ago
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danmcco
danmcco
6 years ago

$RYLP
New Potassium Binders: A Call to Test Their Efficacy and Safety in Dialysis Patients

Panagiotis I. Georgianos, MD, PhD, Pantelis A. Sarafidis, MD, MSc, PhD
DOI: http://dx.doi.org/10.1053/j.ajkd.2015.09.029 |

To the Editor:
Clinical trials have demonstrated that the new potassium binders patiromer and ZS-9 can normalize serum potassium levels in hyperkalemic patients with chronic kidney disease (CKD).1, 2 The AMETHYST-DN trial3 tested patiromer in hyperkalemic patients with diabetic CKD being treated with inhibitors of the renin-angiotensin-aldosterone-system (RAAS). At 4 weeks, patiromer reduced mean serum potassium levels by 0.474 and 0.92 mEq/L in patients with mild and moderate hyperkalemia, respectively; these reductions were maintained over 52 weeks without major safety concerns.3 The US Food and Drug Administration (FDA) has approved use of patiromer for the treatment of hyperkalemia, and it is anticipated that ZS-9 will be approved for the same indication. Is is unclear whether these potassium binders can be equally beneficial in dialysis patients.

Treatment of hyperkalemia in patients receiving long-term hemodialysis is more complicated than in earlier CKD stages for several reasons. Studies have shown very low patient adherence to potassium-restricted diets,4 therapies proved to be beneficial in non–dialysis-dependent CKD (ie, diuretics and polystyrene sulfonate) are often ineffective in dialysis patients, and lowering dialysate potassium concentration to enhance intradialytic potassium removal raises the risk of life-threatening arrhythmias.5, 6 Importantly, despite the heightened cardiovascular risk of dialysis patients and although RAAS blockade is proved to offer cardiovascular protection,7 clinicians are often reluctant to use RAAS inhibitors due to fear of hyperkalemia.

The predictable potassium excretion and good tolerability of these novel oral potassium binders in CKD stages 3 to 4 suggest that they may be of similar benefit in dialysis. Although the FDA has not implemented any specific GFR thresholds for their use, these compounds should be tested in dialysis patients with properly designed studies.

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bluesharpbob
6 years ago

Got an email from Morningstar this morning, they have changed their rating for GILD & AMGN to 5 star – their analysts believe they are trading at a large discount below fair value. Their fair value estimate for GILD is $124, & $194 for AMGN.

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biotechlong (btl)
6 years ago

Truth is stranger than fiction. This month’s Gastroenterology & Endoscopy News includes an anecdotal note about a California gastroenterologist who made an amazing discovery while performing a colonoscopy on a 73 year old woman – an Apple 5 iPhone 5C lodged in her colon. Fortunately, the doc was able to successfully extract the cell phone; sterilized it; and returned it to its rightful owner. Who did the cell phone belong to? Not the patient – but the GI doc’s teenage daughter! Go figure. This story gives new meaning and effect to the concept of “phone-in” surgery.
http://www.gastroendonews.com/Web-Only/Article/04-16/GI-Finds-Missing-iPhone-in-Patient%E2%80%99s-Colon/35851/ses=ogst

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biotechlong (btl)
6 years ago

For all you sceptics, it is only fair to note that this article was dated April 1, 2016.

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arch1
6 years ago

The way I heard the story is that the phone was set on vibrate. It did so in the Dr.s hand so he wiped it off and answered. Imagine the surprise to be in contact with Elvis calling from the spirit realm. First he said there is a paradise,,,Second all there, are spirits and have few human characteristics. A big surprise for Islamic Jihadists,,, the virgins remain ever so, as spirits have no sexual paraphernalia or as Elvis said,,,No hunka nunka burning love. NO texting or sexting. 🙂

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alanh
6 years ago
Reply to  arch1

I dont know about heaven, but sharing a cloud with a couple of dozen prattling virgins sans running gear, sounds more like hell to me.

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Denny
6 years ago

This is the first paragraph relating to the Duke scientists discovery.

“A bold experiment to kill a vicious cancer has won breakthrough status from the Food and Drug Administration. Early tests at Duke University have been so successful the FDA will fast track this treatment to hundreds of patients while it’s still being evaluated for final approval. The therapy is audacious. It uses the polio virus to attack a virulent brain cancer called glioblastoma – which is a death sentence of astonishing speed that leaves patients with only months to live. For two years, we’ve been following volunteers in the Duke clinical trial. We have witnessed nearly miraculous recoveries and unexpected defeats on a journey of discovery beyond the known frontiers of science.”

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Lynn Clark, Stock Gumshoe
Admin

This thread has been closed and the biotech discussions with Dr. KSS have moved to his new article. Dr. KSS’s most recent article can always be found on his author page here.

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