News and Comments

A Judge is Offended About False Claims Against Gilead. Good News from Regeneron

  Monday, May 02, 2016


Gilead's Well Chosen New Acquisition Is Not the Last, It Is Just the Beginning

  Monday, April 04, 2016

Many in Wall Street have been anxious, sitting on fire while waiting to learn, which biotech company Gilead Sciences (GILD) would decide upon acquiring that would deepen and enhance its pipeline. In Today’s news, a firm called Nimbus Therapeutics, LLC today announced that it has signed a definitive agreement under which terms Gilead will acquire Nimbus Apollo, Inc., a Nimbus Therapeutics wholly-owned subsidiary. Important is that the acquisition includes the firm’s Acetyl-CoA Carboxylase (ACC) inhibitor program. The cost, which is around $1.2 billion will be given in an upfront payment of $400 million and an additional $800 million in development-related milestones over time. More...

Knowing Better About Gilead and Amgen. The Mess and Miss Following the Storm

  Friday, February 05, 2016

Gilead Sciences More...

Who Skipped the Bloody Market? Why Gilead Embarked on Galapagos NV Drug Filgotonib?

  Monday, January 04, 2016

The market looks like angry, probably very angry, as stocks are in a severe selloff mood. There will be many explanations like usual, but it is difficult for us to speculate this time over the correctness of the offered explanations, including the Iran Saudi Arabia crisis, which led to an increase in the oil price whose decrease has caused the previous market’s bad mood.    More...


  Thursday, October 22, 2015

The FDA issued a warning that hepatitis C treatment Viekira Pak and Technivie can cause serious side effects and serious liver injury, mostly in patients with underlying advanced liver disease.  More...


  Monday, October 13, 2014

A lot of talk, writings and insinuations were, and still are filling the media prior to, and following the FDA granting Gilead (GILD) approval for its all-oral HCV combination pill Harvoni. All that has been mentioned to date is questionable, except the fact that people infected with genotype 1a and 1b hepatitis C virus will no more suffer the side effects of the old oral drug ribovirin and injectable drug pegylated interferon alpha and, more important, the dreadful complications of hepatitis C viral infection.       More...


  Friday, April 25, 2014

Bad news has come from Cytokinetics' (CYTK) top-line results of BENEFIT-ALS (Blinded Evaluation of Neuromuscular Effects and Functional Improvement with Tirasemtiv in ALS). Bottom line, BENEFIT-ALS trial did not achieve its primary efficacy endpoint, the mean change from baseline in the ALS Functional Rating Scale in its revised form (ALSFRS-R) on tirasemtiv versus placebo (-2.98 points in the tirasemtiv group versus -2.40 points in the placebo group, p = 0.11). Another ambitious attempt to decrease some of ALS burden on the sufferers has disappointed.  


  Monday, December 09, 2013

Taking down Gilead (GILD) seems to be beyond the reach authors of tales intended to frighten investors into selling this outstanding stock. The attempts have been repetitive but short of success. Gilead is a stallion. Unlike stallions, the horses whose muscular superiority over other horses is genetically derived, Gilead’s power is acquired through a unique culture that embraces the power of intuition, self-confidence, common sense and courage. Using an optimal amount of faith, the firm turned intuition into inspiration and using courage and wisdom, the Stallion carried out inspired tasks fated unattainable by others.  More...


  Wednesday, September 05, 2012



  Wednesday, December 21, 2011

EXELIXIS’ (EXEL) advanced PI3K-delta research and development preclinical program attracted Merck, known as MSD outside of the United States and Canada. “PI3K-delta is therapeutic target that academic researchers and the drug industry are racing to develop therapeutic antagonists for both inflammatory diseases and cancer. To get to Exelixis program, Merck agreed to pay $12 million in upfront payment in addition to potential milestone payments for multiple indications of up to $239 million and royalties on net-sales of products that would emerge from the agreement. Merck will also pay Exelixis royalties on any compounds that would emerge from Exelixis’ PI3K-delta program or from certain compounds that arise from Merck’s internal discovery efforts targeting PI3K-delta during a certain period. More...

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