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Comments for GILD

Added By	Comments	Type	Date Added
barrons2	The endless assault on the drug stocks, particularly the biotechs, seems to be running out of steam, and Celgene (CELG), Genentech (DNA) and Gilead (GILD) are attracting buyers, the latter close to its 52-week-high.	Love	July 02, 2008
barrons2	Cramer said his favorite play is Gilead (GILD).	Love	July 02, 2008
frankreich	Least headaches among the biotechs.	Love	May 12, 2008
sarah z	From a recent Mad Money show: "Gilead is on a roll. It's my favorite biotech stock. I think it's a monster good company."	Love	April 29, 2008
Brahmsian	$57.28, $53.20	Love	April 21, 2008
Brahmsian	April 11, 2008	Love	April 11, 2008
barrons2	Q: So what's the stock worth? A: My price target is 60, which you might consider fairly modest. For our firm, the ability to put large amounts of money in a good-visibility, market-leading stock with accelerating growth in these types of situations is a good deal.	Love	April 05, 2008
barrons2	Same with Gilead (GILD) which works well. Celgene (CELG) seems out of steam; Biogen (BIIB) needs a takeover.	Love	April 03, 2008
sarah z	Gilead has entered into an agreement with Goldman Sachs to repurchase $500 million of its common stock under an accelerated share buyback program. The repurchase represents about 7.2 million shares and the company has about 930.8 million shares outstanding. The current agreement is part of Gilead's $3 billion share repurchase plan announced in October. The Foster City, Calif.-based company will have about $2.2 billion left for buybacks upon completion of this accelerated transaction. The biotechnology firm's net income, excluding one-time items, jumped to $372.8 million or 78 cents a share, in the fourth quarter, beating Wall Street expectations. Gilead was able to achieve robust sales growth, backed by its strong HIV drug franchise. HIV drugs Truvada and Atripla have been performing exceptionally well, and their sales jumped in the quarter. Wachovia analyst George Farmer upgraded his rating for Gilead to outperform from market perform, saying in his note that the company should generate solid profit and sales growth through 2010 because there is likely to be little competition for its key drugs. The combined sales of Truvada and Atripla comprised 67% of Gilead's total product sales last year. A study sponsored by the National Institutes of Health found that patients with a high viral load were better off taking Truvada than GlaxoSmithKline's Epzicom. Analyst Jason Kantor of RBC Capital Markets reiterated his outperform rating for Gilead, saying in his note to clients, "The results provide further proof of something that we already believed, which is that Truvada is the best backbone therapy for HIV." Citigroup analyst Dr. Yaron Werber reaffirmed a buy rating and a price target of $55 for Gilead. Werber said that the company could gain 5 cents a share in earnings for every 10% market-share gain in the U.S. and 15% market-share gain in Europe from patients switching to Truvada. JPMorgan said in late February that this year's flu season could be the strongest in four years, which could lead to "modest upside" to its second-quarter and fiscal 2008 estimates for Gilead, which receives royalties from Roche on Tamiflu sales. Gilead has generated a solid return on equity of 61.24% for 2007. The accelerated share buyback indicates that the company sees value in its shares. Backed by a strong HIV drug franchise, I believe the stock will generate healthy returns over the next 12 to 18 months. I think this is a good time to take a closer look at Gilead.	Love	April 02, 2008
sarah z	Gilead has entered into an agreement with Goldman Sachs to repurchase $500 million of its common stock under an accelerated share buyback program. The repurchase represents about 7.2 million shares and the company has about 930.8 million shares outstanding. The current agreement is part of Gilead's $3 billion share repurchase plan announced in October. The Foster City, Calif.-based company will have about $2.2 billion left for buybacks upon completion of this accelerated transaction. The biotechnology firm's net income, excluding one-time items, jumped to $372.8 million or 78 cents a share, in the fourth quarter, beating Wall Street expectations. Gilead was able to achieve robust sales growth, backed by its strong HIV drug franchise. HIV drugs Truvada and Atripla have been performing exceptionally well, and their sales jumped in the quarter. Wachovia analyst George Farmer upgraded his rating for Gilead to outperform from market perform, saying in his note that the company should generate solid profit and sales growth through 2010 because there is likely to be little competition for its key drugs. The combined sales of Truvada and Atripla comprised 67% of Gilead's total product sales last year. A study sponsored by the National Institutes of Health found that patients with a high viral load were better off taking Truvada than GlaxoSmithKline's (GSK) Epzicom. Analyst Jason Kantor of RBC Capital Markets reiterated his outperform rating for Gilead, saying in his note to clients, "The results provide further proof of something that we already believed, which is that Truvada is the best backbone therapy for HIV." Citigroup analyst Dr. Yaron Werber reaffirmed a buy rating and a price target of $55 for Gilead. Werber said that the company could gain 5 cents a share in earnings for every 10% market-share gain in the U.S. and 15% market-share gain in Europe from patients switching to Truvada. JPMorgan said in late February that this year's flu season could be the strongest in four years, which could lead to "modest upside" to its second-quarter and fiscal 2008 estimates for Gilead, which receives royalties from Roche on Tamiflu sales. Gilead has generated a solid return on equity of 61.24% for 2007. The accelerated share buyback indicates that the company sees value in its shares. Backed by a strong HIV drug franchise, I believe the stock will generate healthy returns over the next 12 to 18 months. I think this is a good time to take a closer look at Gilead.	Love	March 26, 2008
Kammona	Keeps chugging along. It has little competition and it is going into the European market.	Love	March 13, 2008
VTCastle	Provides one of few available therapies for viral diseases. Only downside risk involves a very intelligent scientist curing HIV/AIDS and this is unlikely considering the nature of retroviral replication.	Love	February 11, 2008
barrons2	Q: Can you be more specific? A: The biotech companies have the new products and are a way to participate in this industry. They are like buying the drug companies back in 1960. My three favorites are Genentech [DNA] and Gilead Sciences [GILD] and Celgene [CELG]. They all have very good products and great growth rates, and no risk, from my point of view, to an economic slowdown and a falling dollar.	Love	February 02, 2008
Teekness	house of pleasure	Love	January 08, 2008
bigdreamgirl	pipeline	Love	January 06, 2008
cshapiro	reliability	Love	December 29, 2007
dewclu	Biotec HIV drugs	Love	November 30, 2007
carterz4	Strong bio-tech, above Dow, shows promise	Love	November 21, 2007
Lake Forest	Technical analysis wait for confirm on Nov19	Love	November 17, 2007
barrons2	Q: Do you own any biotechs? A: There is Gilead Sciences [GILD], a big biotech company that has the best HIV franchise out there and great operating leverage.	Love	November 03, 2007
sarah z	Through December 2010, the Foster City, CA.-based company said it will repurchase up to $3 billion in common stock on a time to time basis. Recently, the drug maker said solid HIV drug sales helped spark strong third quarter earnings. The company who specializes in drugs for life-threatening illnesses earned $398.3 million or 42 cents a share, compared to a loss of $52.2 million or 6 cents a share in the same quarter last year. Revenue climbed 41% reaching a record high of $1.06 billion, beating the street's prediction of $1.04 billion. Higher-then-expected sales of the company's HIV drugs, Truvada and Atripla, forced sales to a record $962 million, up 44% from $670.1 million in the third quarter last year. In addition, Gilead announced that Caroline Dorsa will join the company as their new senior vice president and CFO. Previously, Ms. Dorsa was the CFO at Avaya, and before that she had 20 years experience at Merck. She will be in control of the company’s worldwide Finance and Investor Relation functions. Gilead's COO, John F Milligan PhD., said, "Caroline has successfully led and managed in a range of financial roles and responsibilities, and her experience will be invaluable to Gilead as we navigate the continued growth of our company." Leerink Swann & Company said GILD is the most attractive large cap play in the biotech sector and they believe the stock should be trading in the $57 area- a 27% premium compared to current levels. Leerink awarded GILD with an outperform rating based on "dominant HIV franchise, diversifying business lines and strong leadership."	Love	October 31, 2007
Jason Raznick	Gilead Sciences (GILD) is a biopharmaceutical company that discovers, develops and commercializes therapeutics for the treatment of medical needs. Gilead just reported strong earnings, beating street estimates by 3 cents, mainly on strong HIV franchise sales. During the third quarter Gilead had revenue of $1.1 billion, which HIV product sales consisted of $805.8 million of it, a 45% increase from the same period in 2006. Gilead also forecasted at the upper end of its range for the upcoming year. Rodman & Renshaw upped its price target for the stock to $56 from $43. In addition, to very strong numbers and growth ahead for Gilead, yesterday, the California based company announced that the Board authorized the repurchase of up to $3.0 billion of the company’s common stock through December 2010. That is close to 8% of the outstanding shares.	Love	October 23, 2007
tilak	gilead sciences inc	Love	October 09, 2007
goodferry	Cramer	Love	October 08, 2007
SteveA001	Leader and growth	Love	September 09, 2007
Ellerbee	9/6/07 Most underpriced put: GILD Nov 37.5 Puts Power Rating (4)	Love	September 07, 2007
earuiz	Down with AIDS	Love	August 16, 2007
Zenobia317	Medical breakthroughs, high income	Love	August 04, 2007
shosh	makes money	Love	July 29, 2007
sydneylee	Medicine is something I know a little about; this co. has good product already selling, and an impressive pipeline of other things in a nice progression of stages of readiness. They'll be good for some time to come, I think, but they're also a good short-term play on any announcements.	Love	July 17, 2007