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Apr 22, 2014
04/14
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amgen missing, gilead a really big blowout. >> i'm looking at these numbers for gilead.. not only did they beat the number, but they took out the highest estimates from everybody out there, and the more important number, the sovladi number, that's a blowout as well. i think consensus was around 1.3 billion. so over two billion, that's pretty good. i think what investors will be looking for in the fall is any discussion of discounting. we all saw what happened to the stock, received the letter from the house subcommittee. to pricing is key. >> folks who are watching the screen. meg tells us it's not going to open until 4:30. that's why we don't see any activity. why such a huge blowout number? what did they sell so much of? >> this is such an important drug for them. really, gilead -- it's really gone from being a gross stock to a value stock at this point. people have to understand with this drug, it may be very expensive. we're talking about a cure. this is not a chronic treatment that we'll go after years and years and years. when people take this drug 12 weeks later,
amgen missing, gilead a really big blowout. >> i'm looking at these numbers for gilead.. not only did they beat the number, but they took out the highest estimates from everybody out there, and the more important number, the sovladi number, that's a blowout as well. i think consensus was around 1.3 billion. so over two billion, that's pretty good. i think what investors will be looking for in the fall is any discussion of discounting. we all saw what happened to the stock, received the...
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Apr 8, 2014
04/14
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>>in biotech, you start with the premium ones like celgene and gilead. those are all at 3 and 6 month lows. probably earlier in the year many investors were saying if i could only have gotten into those, they're so high. well, here it is delivered to you on a silver platter. google is down. amazon at 312. big names are finally down. people are selling them. i think it's a time to buy if this is a sector you want to be involved in. >>alcoa kicks off earnings tonight. what's your strategy? what's your outlook on earnings? >>earnings so far for this quarter are gonna be guarded because s&p earnings are not projected to rise too much so i think a lot of investors are taking a wait and see attitude seeing how many companies come and say there was a bit of an economic slowdown because of the cold weather. so i think that's also what's been behind the volatility. but look on the positive side which is that many of the core stocksstocks that pay dividendsare outperforming the market quite handily so far this year. >>thank you matt. >>you're welcome angie. regual
>>in biotech, you start with the premium ones like celgene and gilead. those are all at 3 and 6 month lows. probably earlier in the year many investors were saying if i could only have gotten into those, they're so high. well, here it is delivered to you on a silver platter. google is down. amazon at 312. big names are finally down. people are selling them. i think it's a time to buy if this is a sector you want to be involved in. >>alcoa kicks off earnings tonight. what's your...
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Apr 11, 2014
04/14
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gilead makes a treatment for hepatitis "c." it promises to cure 90% of patients infected with the most common strain of the liver- destroying virus. >> we are able to cure more people with short durations of therapy. >> reporter: but the 12-week treatment costs $84,000. that's $1,000 a pill angering patient advocates. >> it's entirely too much. >> reporter: now express scripps has created a coalition that essentially threatens a boy cod of the drug when a rival drug comes to market. not everyone is paying full price. the u.s. department of veteran affairs and kaiser hospital both told kpix 5 they are getting a break. patient advocates credit growing public pressure as well as news stories like the one recently seen on kpix 5. >> the reason we're seeing lowering of price is things like the channel 5 story. >> i believe it's a step in the right direction. more work needs to be done. >> reporter: gilead believes the price is fair as does the pharmaceutical industry trade group. sovaldi may reduce the need for transplants saving mo
gilead makes a treatment for hepatitis "c." it promises to cure 90% of patients infected with the most common strain of the liver- destroying virus. >> we are able to cure more people with short durations of therapy. >> reporter: but the 12-week treatment costs $84,000. that's $1,000 a pill angering patient advocates. >> it's entirely too much. >> reporter: now express scripps has created a coalition that essentially threatens a boy cod of the drug when a rival...
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Apr 10, 2014
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and that's why gilead's down so much. understand, the biotechs are being incredibly hard hit, a lot of new deals in the space. you have to be patient if you want to own gilead. it was, indeed, a mystifying day when things went right on one front, the real market, the real economy. but everything went wrong in the u.s. stock market or so it seemed. when you take a closer look, the problems were not on our turf at all. up next, find out why one of my favorite bankers is back in the spotlight. and my way to play apple's latest breakthrough. also, american energy unleashed and on sale around the world. don't miss it. "mad money" will be right back. >>> coming up -- >> sapphire lens. >> sapphire crystal. >> the sapphire lens. >> wait. what's with all the sapphire talk? new technology is taking the gadget world by storm, but you don't have to cash in your jewels to play it. tonight, cramer's got the best stock for your buck to invest in apple's latest advancement. >>> plus, putin's problem. overseas tensions turn the world's at
and that's why gilead's down so much. understand, the biotechs are being incredibly hard hit, a lot of new deals in the space. you have to be patient if you want to own gilead. it was, indeed, a mystifying day when things went right on one front, the real market, the real economy. but everything went wrong in the u.s. stock market or so it seemed. when you take a closer look, the problems were not on our turf at all. up next, find out why one of my favorite bankers is back in the spotlight. and...
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Apr 15, 2014
04/14
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and there's no such thing as gilead, celgene, they do have the earnings. a pipeline.to get do the day where the stocks end up. we have seen this entire high flier contingent, they start up and end down really bad. look at facebook today. a perfect example. we've got to get stability, and then you get did zsh scott, the biotech names are great names. here's the difference in today's market, ten years later in the big pharma world. they trade like -- they have biotechnology within their space. they have great drug development. and when you look at the aggressive moves to get into the emerging markets, from pfizer, from merck, from lily, from all of the big-cam pharma names, you have a growth perspective now they didn't have before, because the focus now is on some of the emerging markets. >> you have your choice between a celgene and gilead, between those two and merck or pfizer you're taking merck or pfizer over them in. >> for two and a half years or more, i have owned stocks like merck, lily, pfizer, bristol-myers, you name it. and i continue to like these names bett
and there's no such thing as gilead, celgene, they do have the earnings. a pipeline.to get do the day where the stocks end up. we have seen this entire high flier contingent, they start up and end down really bad. look at facebook today. a perfect example. we've got to get stability, and then you get did zsh scott, the biotech names are great names. here's the difference in today's market, ten years later in the big pharma world. they trade like -- they have biotechnology within their space....
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Apr 23, 2014
04/14
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has gilead prove all the critics wrong?> well, i think clearly what gilead has demonstrated is the strongest launch in pharmaceutical history. i think you made comments about price. i think there's a lot of justifications for the price if you want, but have they proved people wrong? i think the stock clearly is cheap on this year's earnings, and next year it might earn 8 to 10 bucks a year. significant discounts to the market, significant down to the peer group, yet the company is growing earnings, so proving people wrong? yeah, i think they're proving the best launch in pharmaceutical history and the stock is still cheap. >> but a moon shot over the last few weeks. >> the chart is still healthy, and an up trend. i am concern short term. since 2010, stock has been up 250%, and everyone knows the story. february came along with selling pressure. but what happened was when we undercut the 50-day moving average, it started rolling over. price undercelt critical support. now we rally 20% over the last few days, we're bumping or
has gilead prove all the critics wrong?> well, i think clearly what gilead has demonstrated is the strongest launch in pharmaceutical history. i think you made comments about price. i think there's a lot of justifications for the price if you want, but have they proved people wrong? i think the stock clearly is cheap on this year's earnings, and next year it might earn 8 to 10 bucks a year. significant discounts to the market, significant down to the peer group, yet the company is growing...
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Apr 11, 2014
04/14
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KPIX
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more work need to be done. >> reporter: gilead believes the price is fair. it may prevent liver cancer as well as the need for expensive transplants and that saves money in the long run. gilead says they also offer financial assistance for those in need. >>> we continue to follow breaking news tonight. a deadly crash between a tour bus and a fedex truck involving students. andria borba just got new information and she will join us live in just a moment. >>> making your commute easier. the new app that finds you the cheapest or quickest ride. >>> and, filling letterman's late night shoes. what stephen colbert says about his upcoming gig. ,,,, i want you to know stuff i want you to be kind. i want you to be smart. super smart. i want one thing in a doctor. i want you to be handsome. i want you to be awesome. i don't want you to look at the chart before you say hi...david. i want you to return my emails. i want you to keep me doing this for another sixty years. at kaiser permanente, we want you to choose the doctor that's right for you. find your perfect match
more work need to be done. >> reporter: gilead believes the price is fair. it may prevent liver cancer as well as the need for expensive transplants and that saves money in the long run. gilead says they also offer financial assistance for those in need. >>> we continue to follow breaking news tonight. a deadly crash between a tour bus and a fedex truck involving students. andria borba just got new information and she will join us live in just a moment. >>> making your...
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Apr 1, 2014
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today, merck and gilead rallied. you have to understand the vicious rotation made opening the stocks too difficult until today. no hedge fund or mutual fund wants to show they want to own anything going out of style in the wall street fashion show. they can imagine the investors peering through them and saying, you mean you held on to that blankey blank yelp and road it down from 179, what kind of idiot are you? or you kept facebook after that moronically stupid what's app buy, did you go to college to get stupid? but here's the thing. now it's a whole new quarter and these funds that are drawn to growth stocks can revert to favored names because they don't need to show their position thor three more months. even better, they have come down to levels that might make sense. on a valuation basis for entry points versus the saw growth stocks that some have loaded up on. i want to give you a classic example. i know you probably think facebook is a bunch of idiots these days. they're throwing money at stuff we don't want.
today, merck and gilead rallied. you have to understand the vicious rotation made opening the stocks too difficult until today. no hedge fund or mutual fund wants to show they want to own anything going out of style in the wall street fashion show. they can imagine the investors peering through them and saying, you mean you held on to that blankey blank yelp and road it down from 179, what kind of idiot are you? or you kept facebook after that moronically stupid what's app buy, did you go to...
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medicine is approved, so gilead moving lower today.e follow the jobs market very closely here on countdown to the closing bell and fox business. today we did receive some encouraging news on that front. the labor department says employers advertised 4.3 million job openings in february, that's neary 8% higher than in the preafs month and the most since january of 2008. if you been to the movies lately, seen anything in an i max theater, totally fabulous experience for these of you who have watched either 3-d or regular movies, right? probably know why big screens are so popular, they are hugely popular in china. and now imax has just cut a deal that will expand its presence in china. in a first on fox business interview, we get the lowdown on imax's big china push eventually an imax china a ipo? yeah? ceo rich gelfond be joining me live first on fox business about how its bassically sold -- basically sold 20% of its stake to chinese operators so that way they can maybe eventually launch this china ipo. other names that launch in hong k
medicine is approved, so gilead moving lower today.e follow the jobs market very closely here on countdown to the closing bell and fox business. today we did receive some encouraging news on that front. the labor department says employers advertised 4.3 million job openings in february, that's neary 8% higher than in the preafs month and the most since january of 2008. if you been to the movies lately, seen anything in an i max theater, totally fabulous experience for these of you who have...
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Apr 11, 2014
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more work need to be done. >> reporter: gilead believes the price is fair.prevent liver cancer as well as the need for expensive transplants and that saves money in the long run. gilead says they also offer financial assistance for those in need. >>> we continue to follow breaking news tonight. a deadly crash between a tour bus and a fedex truck involving students. andria borba just got new information and she will join us live in just a moment. >>> making your commute easier. the new app that finds you the cheapest or quickest ride. >>> and, filling letterman's you have time to shop for car insurance today? yeah. i heard about progressive's "name your price" tool? i guess you can tell them how much you want to pay and it gives you a range of options to choose from. huh? i'm looking at it right now. oh, yeah? yeah. what's the... guest room situation? the "name your price" tool, ♪ turn around ♪ every now and then i get a little bit hungry ♪ ♪ and there's nothing really good around ♪ ♪ turn around ♪ every now and then i get a little bit tired ♪ ♪ of living off
more work need to be done. >> reporter: gilead believes the price is fair.prevent liver cancer as well as the need for expensive transplants and that saves money in the long run. gilead says they also offer financial assistance for those in need. >>> we continue to follow breaking news tonight. a deadly crash between a tour bus and a fedex truck involving students. andria borba just got new information and she will join us live in just a moment. >>> making your commute...
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Apr 23, 2014
04/14
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gilead's pill cures and what people like is maintenance. like they like biogen's ms drug because it maintains, doesn't cure. this drug after 12 weeks you might be done with it. after 8 weeks you might be done with it. the population is big. there was a terrific article in market watch that said look, if everybody who had to take this drug takes it it's $330 billion in sales. but it's -- might be one time only. >> and then done and then all of the side effects and all the other add-on effects of having help c, getting cirrhosis down the line, diabetes, all the things that conceivably accrue as a result of this disease, no longer happen. >> yes. >> and so you may be saving the health care system money. >> that's the issue. >> $84,000 a year price tag is a big number why people go whoa. wait a while. >> they have standard of care in the conference call and the standard of care is not -- it's not that much cheaper when you consider all the complications you just cirrhosis, diabetes. this is the crux. gilead will be the crux of the health care i
gilead's pill cures and what people like is maintenance. like they like biogen's ms drug because it maintains, doesn't cure. this drug after 12 weeks you might be done with it. after 8 weeks you might be done with it. the population is big. there was a terrific article in market watch that said look, if everybody who had to take this drug takes it it's $330 billion in sales. but it's -- might be one time only. >> and then done and then all of the side effects and all the other add-on...
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gilead underperformed over the last two months.as been killed. >> you don't want to throw the baby out with the bath water. gilead has strong cash flows. we're seeing a bold estimate -- david: wow. so if you're looking for a beaten-down stock in a beaten-down sector -- >> gilead. liz: i've warned people, all facebook has to do is beat by half a penny or who knows what, and you could see that stock really move. >> exactly. and, of course, everyone's talking about the huge investment we've made. just think -- liz: the 3-d headset company that they just bought. >> and in the last three quarters, free cash flow more than covers that acquisition. so it's not like they made this huge investment their size of company. liz: let's flip to the flee cheap -- three companies you believe will miss, archer daniels midland, u.s. steel corp.. why? >> guest: weather. archer daniels midland processes these farm products. so when farmers don't send them products, there's not much to store or transport. david: by the way, why continental among all the
gilead underperformed over the last two months.as been killed. >> you don't want to throw the baby out with the bath water. gilead has strong cash flows. we're seeing a bold estimate -- david: wow. so if you're looking for a beaten-down stock in a beaten-down sector -- >> gilead. liz: i've warned people, all facebook has to do is beat by half a penny or who knows what, and you could see that stock really move. >> exactly. and, of course, everyone's talking about the huge...
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Apr 22, 2014
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>> remember, i like the ones that have a big product profile, lie a gilead. this one had this one really important drug, and the fda said no, that was an fda roulette play, rose. we don't like fda roulette. i'm not going there and say good things. i'm sorry. this bun ain't no gilead. >>> david piatt deserves better, so does the company. >>> now, don't go anywhere, we're getting to the bottom of a -- if you don't know the company, i guarantee your kids will. stick around. >>> coming up. controlled controversy? gamestop has lost more than a quarter of its value since the highs of 2013. recently the retailers has been racking up points and putting toe a rally. the efforts to buy into new business finally paid off. ally . we did a 27-point inspection on your chevy,ce, you got new tires and our price match guarantee. who's this little guy? that's birney. oh, i bet that cone gives him supersonic hearing. watch what you say around him. i've been talking a lot about his procedure... (whispering) what? get our everyday price match guarantee plus a $100 rebate on 4 sel
>> remember, i like the ones that have a big product profile, lie a gilead. this one had this one really important drug, and the fda said no, that was an fda roulette play, rose. we don't like fda roulette. i'm not going there and say good things. i'm sorry. this bun ain't no gilead. >>> david piatt deserves better, so does the company. >>> now, don't go anywhere, we're getting to the bottom of a -- if you don't know the company, i guarantee your kids will. stick around....
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Apr 10, 2014
04/14
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all of those big names that we like to talk about, gilead amongst the biggest losers. also netflix, teslatesla, price. all of those that led in 2013 getting hit hardest right now. as for a sill veer lining, traders telling me the only good news is we haven't sliced through that 4k level yet. nasdaq composite still trading above 4,000. we're at 4,080 right now. if we start to slice through the february lows, that's when they say real capitulation could happen. but nonetheless, sue, a very ugly day here at the nasdaq. >> it really is, sheila. we'll be checking back with you in a short while. >>> first to dominic chu with a "market flash." >> there's the etfs, the index funds. check out names like the ibd, one of the etfs that tracks the biotech index. also look at names like socl, the etf that tracks a lot of these social media stocks. names like facebook and twitter, pandora, yelp, you name them. they're all represented in these etfs. and they've shown a lot of weakness. as the broader market starts to roll over, these etfs that track those momentum parts of the stock m
all of those big names that we like to talk about, gilead amongst the biggest losers. also netflix, teslatesla, price. all of those that led in 2013 getting hit hardest right now. as for a sill veer lining, traders telling me the only good news is we haven't sliced through that 4k level yet. nasdaq composite still trading above 4,000. we're at 4,080 right now. if we start to slice through the february lows, that's when they say real capitulation could happen. but nonetheless, sue, a very ugly...
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Apr 11, 2014
04/14
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FBC
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investors and analysts say blame it on waxman, henry waxman because his attacks on gilead., meaning michael lewis's book. you're part. news. >> i would love to say it is power of jack hough brand but i would say it is "barron's." investors know that prices are high. liz: when the messenger brings bad news in advance of bad news. your timing was very crucial and helpful if people listened to it. but that pie we showed of 560 billion ad dollars, okay, so who is, who is going to get the big chunk of that 560 billion? >> well that's, that's the big question. i think there are some companies out there than can do well. look, google has been very successful in this space for a long time but they have an ambitious stock valuation. so, you know, companies here can do well. they can grow but it doesn't mean that their shares are going to pay off for long-term investors. in the short term, investors are playing a game of musical chairs. they know the stocks are overpriced. they want to make a few bucks in the short side. david: we all know fallacy of the economy as a fixed pie becaus
investors and analysts say blame it on waxman, henry waxman because his attacks on gilead., meaning michael lewis's book. you're part. news. >> i would love to say it is power of jack hough brand but i would say it is "barron's." investors know that prices are high. liz: when the messenger brings bad news in advance of bad news. your timing was very crucial and helpful if people listened to it. but that pie we showed of 560 billion ad dollars, okay, so who is, who is going to...
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Apr 11, 2014
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gilead shares plunged 7%,merck lost 2% as did bristol myers. cancellations soared in the airline industry as winter weather tripped-up flights. on-time arrival rates collectively fell to 78.4 percent in 2013, down from 81.8 percent the prior year, according to a report from the department of transportation. only 70% of flights were one time last month. the 3rd lowest in 19 years. americans who are married, older and female tend to get the best rates on car insurance. but even for drivers who don't fall into those categories laura admas of insurance quotes.com says it's still possible to steer toward a discount. there are some things we can't control like our age and our gender. but even if you can't control those things that doesn't mean that you won't qualify for other types of savings and discounts. so be proactive, talk to your insurance company and find out how to save money. and of course shop around, each year to make sure there isn't a better deal out there that you're missing." adams says students, and younger married couples are the mo
gilead shares plunged 7%,merck lost 2% as did bristol myers. cancellations soared in the airline industry as winter weather tripped-up flights. on-time arrival rates collectively fell to 78.4 percent in 2013, down from 81.8 percent the prior year, according to a report from the department of transportation. only 70% of flights were one time last month. the 3rd lowest in 19 years. americans who are married, older and female tend to get the best rates on car insurance. but even for drivers who...
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Apr 22, 2014
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but the story people are watching is gilead. more than double what analyst were looking for in the first quarter. the drug launched in december. we have analysts out there calling it an epic quarter on the call that i was just listening to, starting off by congratulating management on the best drug launch ever. this is a huge quarter for gilead. >> what is their guidance in terms of franchise as well? >> hiv is strong for them. all of those big drugs are important for them and for those drugs, they have experience with reimbursement there. this was a big question on the call. how is reimbursement going to be working for hepatitis c. they're telling they're going to be able to use that experience in hcv. >> keep us posted. thanks for the update. in terms of gilead, even the most bullish estimates were $2 million. so it exceeded by a quarter of $1 billion. >> it's one of those things we talk about trades and investm t investmen investments. amgen surprises me though. that's a pretty lousy miss by them. i think you go on amgen as w
but the story people are watching is gilead. more than double what analyst were looking for in the first quarter. the drug launched in december. we have analysts out there calling it an epic quarter on the call that i was just listening to, starting off by congratulating management on the best drug launch ever. this is a huge quarter for gilead. >> what is their guidance in terms of franchise as well? >> hiv is strong for them. all of those big drugs are important for them and for...
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Apr 22, 2014
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gilead is only the fourth most watted stock in this particular etf. if you look at they stocks, it is massive and the big part of the etf. if you look at a few in particular that make up the top ten, we'll broaden the scope, a stock like gilead sciences is still down about 12.5%, and still off 25 or 2% away from the 52-week high, a stock that's been on sale because of the recent sell offin biotechs. does that mean it becomes a possibility attractive buying opportunities for some investorses? maybe, maybe not. illumina, it's down about 26% from its 52-week high. another big sale for investors if they want to get into some big names. of course another one as well. this company here is down about 24% year to date and lost about 26% of its value since we've seen its 52-week. when investors look at this name, they say we can look at the etf or some names that make up part of it. you wonder whether or not, sue, that these sell-offs create buying opportunities for people or company that is want to buy up our invest. back over to you. >> i think you're absolu
gilead is only the fourth most watted stock in this particular etf. if you look at they stocks, it is massive and the big part of the etf. if you look at a few in particular that make up the top ten, we'll broaden the scope, a stock like gilead sciences is still down about 12.5%, and still off 25 or 2% away from the 52-week high, a stock that's been on sale because of the recent sell offin biotechs. does that mean it becomes a possibility attractive buying opportunities for some investorses?...
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Apr 16, 2014
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gilead doubled in 2013. it was out ahead of the pack.correction, down about 10% since the start of the year, but it still trading at a pe ratio of about 37%. the reason there is so much excitement around this stock is there is a breakthrough in treatment of hepatitis c. but the question is whether congress will say it is worth the $84,000 price tag. there are many questions around that. add to that the fact that there is a breakthrough with hepatitis c, but other pharmaceuticals are working on similar drugs. >> bernie, what else do you like in this space? >> we also like nx the, semiconductors. semiconductors. i think congress is looking at the wrong thing in gilead, if you want to talk about that a bit more. gilead's treatment in the long run is more effective and cheaper than prior regimes that include decades of treatment, and perhaps liver transplants that cost $500,000 or more. i think what the pbm's and drug companies are worried about is the huge influx of patients they will see initially for an untreated disease. >> we will have
gilead doubled in 2013. it was out ahead of the pack.correction, down about 10% since the start of the year, but it still trading at a pe ratio of about 37%. the reason there is so much excitement around this stock is there is a breakthrough in treatment of hepatitis c. but the question is whether congress will say it is worth the $84,000 price tag. there are many questions around that. add to that the fact that there is a breakthrough with hepatitis c, but other pharmaceuticals are working on...
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Apr 25, 2014
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gilead and facebook are executing expertly. these were good quarters. they earned money! enough? i don't even know. facebook ordered a ton. meanwhile, proctor & gamble and mcdonald's, they blew their quarters and they're even down. when service now delivers plus 60% in revenue growth, something that would've gapped it up 10 points three months ago, yet instead it rallies a dollar. even as every analyst reiterates and then the stock retreats even further. today after we had the ceo on the show last night! what do you imagine will happen when one of these bullish analysts breaks ranks and downgrades the thing? i can't even fathom how low it'll go. i bet the insiders at these companies were locked up, many of them, right? the stock had become public. they can't sell their stock. i bet you they're calling their brokers and saying, hey, can you please line up a basket of like-minded software as service companies and short them to hedge my software as a service exposure? if you locked up shares in a company focused on human resources, why not simply short another money-losing c
gilead and facebook are executing expertly. these were good quarters. they earned money! enough? i don't even know. facebook ordered a ton. meanwhile, proctor & gamble and mcdonald's, they blew their quarters and they're even down. when service now delivers plus 60% in revenue growth, something that would've gapped it up 10 points three months ago, yet instead it rallies a dollar. even as every analyst reiterates and then the stock retreats even further. today after we had the ceo on the...
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Apr 24, 2014
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overson cause the new drug manufactured by gilead scientist a game changer. >> we're not talking about chronic disease any more. we're talking about getting rid of the infection completely. we're talking about a complete cure rate. >> reporter: and that is welcome news for the 3 million americans infectioned with the hepatitis virus. 25% of whom are projected to die from it. even better news, in december the food and drug administration approved solvaldi but a spectacular as it appears to be, so too is its price tag. each pill is $1,000. and of typical treatment of 120 day, the drug's extraordinary cost has raised concerns. >> the new development is simultaneously very exciting in terms of its efficacy. but potentially very, very frightening in terms of its cost. because we're talking about a nexus of a drug that is on the face of it, very expensive. >> matt heads the national association of medicaid directors. he says states are skranling to figure out how to pay for it with government-funded insurance. particularly when existing drugs are 50 to 70% effective. >> medicaid is actually
overson cause the new drug manufactured by gilead scientist a game changer. >> we're not talking about chronic disease any more. we're talking about getting rid of the infection completely. we're talking about a complete cure rate. >> reporter: and that is welcome news for the 3 million americans infectioned with the hepatitis virus. 25% of whom are projected to die from it. even better news, in december the food and drug administration approved solvaldi but a spectacular as it...
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gilead in the last week is off 8%, rebounding about 2% today.heir earnings report, a moderately bearish bias. i would not get to bearish on this thing, it has been beat up, training eight times forward earnings. the options market is deathly not getting a lot of bullishness. strategy would be smart if you are long stopped going into the earnings report. >> give us the specifics on your strategy for gilead. i mightowned gilead look at selling something like the 6750 or 68 call for april 25 expiration or even may expiration. it will offset your costs a little, the options market our pricing at 5%, if you can get a 2% or 3% premium, you have already offset the market. >> "on the markets" again in 30 minutes. ♪ >> welcome to "lunch money," we tie together the best stories, interviews, and videos in business news. i am adam johnson. new galaxy samsung's is out and apple stepping up its game. how the pros are using technology to up their games. 's christine lagarde has a rosy outlook for the global economy. have we turned the corner on a recession? th
gilead in the last week is off 8%, rebounding about 2% today.heir earnings report, a moderately bearish bias. i would not get to bearish on this thing, it has been beat up, training eight times forward earnings. the options market is deathly not getting a lot of bullishness. strategy would be smart if you are long stopped going into the earnings report. >> give us the specifics on your strategy for gilead. i mightowned gilead look at selling something like the 6750 or 68 call for april 25...
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Apr 11, 2014
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gilead is getting a bounce of 4%. much more of "the half" straight ahead. ♪ and you'll see just how much it has to offer, especially if you're thinking of moving an old 401(k) to a fidelity ira. it gives you a wide range of investment options... and the free help you need to make sure your investments fit your goals -- and what you're really investing for. tap into the full power of your fidelity green line. call today and we'll make it easy to move that old 401(k) to a fidelity rollover ira. >>> all right. welcome back. let's do the "trader blitz." three trades on three stocks. the gap up, thanks to a downgrade over at janney. it's only to neutral, doc. >> only to neutral, but a $9 price-target cut. they take it from 50 down to 40. they're saying they're not performing, and the numbers we saw for same-store sales that unfortunately were pretty bad, they're saying that could continue. >> pete, talk to me about gilead. we mentioned it's one of the biotechs getting a bounce. >> yeah, getting a 4%, 5% today. i think that
gilead is getting a bounce of 4%. much more of "the half" straight ahead. ♪ and you'll see just how much it has to offer, especially if you're thinking of moving an old 401(k) to a fidelity ira. it gives you a wide range of investment options... and the free help you need to make sure your investments fit your goals -- and what you're really investing for. tap into the full power of your fidelity green line. call today and we'll make it easy to move that old 401(k) to a fidelity...
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Apr 17, 2014
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which do you want to take, gilead? >> gilead. i'm still there. this is one that got sold off.ig discount to big-cap pharma. you don't see that. biotech is in general. this stock is going to do exceptionally well. there's a little controversy here. but, man, i'll tell you, it's about ten times earnings. that's an incredible bargain with their growth rate. >> tesla, you know, the other one. another one of the momentum names. >> it feels broken. i love the name and a lot of respects. and i think we all do. we talk about how we love this car and what ilan musk has been able to do, and the innovation and creativity. is it in front of itself? probably. they can't produce enough? we know that's a fact. to be able to keep up with demand, it's a good problem. but it also hits the bottom line. if they can't produce enough, they're not making the kind of money they need to maybe. after it broke the 210 level, it feels like you can wait, you don't need to jump in and be a hero and have "the wind beneath your wings." >> thank you. >> yeah. >> as the situation in ukraine continues to deteri
which do you want to take, gilead? >> gilead. i'm still there. this is one that got sold off.ig discount to big-cap pharma. you don't see that. biotech is in general. this stock is going to do exceptionally well. there's a little controversy here. but, man, i'll tell you, it's about ten times earnings. that's an incredible bargain with their growth rate. >> tesla, you know, the other one. another one of the momentum names. >> it feels broken. i love the name and a lot of...
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Apr 25, 2014
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. >> you bring up gilead. they have blockbuster results for the hepatitis b drugs.me amazing results with gilead. how concerned are you? >> it is very rare. it is a cure for hepatitis c. they will come to terms with the pharmaceutical benefit companies on a price matrix. they have other keyers in the pipeline based on the same science. i think they are poised to do very well and the growth rate is in the mid teens and 20's. we will get a growth start and you don't see that very often. >> qualcomm, those earnings actually disappointed talking about china as a weak spot. that's another. >> qualcomm is on the front of all next-generation chip technology. i'm not worried about qualcomm at all. your leverage to the economy and the emerging markets. emerging market and attrition of wireless devices is just starting. >> we have to leave it there. appreciate it. have a great weekend. for "on the markets," i'm julie hyman. ♪
. >> you bring up gilead. they have blockbuster results for the hepatitis b drugs.me amazing results with gilead. how concerned are you? >> it is very rare. it is a cure for hepatitis c. they will come to terms with the pharmaceutical benefit companies on a price matrix. they have other keyers in the pipeline based on the same science. i think they are poised to do very well and the growth rate is in the mid teens and 20's. we will get a growth start and you don't see that very...
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Apr 15, 2014
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gilead does seem to have data points that says it's not a fool's iron to get long gilead. >> what's on eman john, no one likes to play favorites. i like them all. old friend mark cuban. cork rin, lisa. however, daymond john, i've known him years, he and he was the guy that got you out of apple at the time saying that samsung has more gain than apple. he said people are switching to samsung. i heard no one else say that. i listen closely to what daymond johnson said. i'm going to talk about coca-cola. i'm going to talk about coca-cola and see if it's making a comeback. >> yeah. >> i love him. i have to admit he's frugal. i just love him. his insight is fantastic. >> see you tonight, "mad money" 6:00 p.m., of course. when we come back breaking news on home builder sentiment and that exclusive with hayman capital's kyle bass. talk about gm and a lot more keep it right here. take a closer look at your fidelity green line and you'll see just how much it has to offer, especially if you're thinking of moving an old 401(k) to a fidelity ira. it gives you a wide range of investment options... a
gilead does seem to have data points that says it's not a fool's iron to get long gilead. >> what's on eman john, no one likes to play favorites. i like them all. old friend mark cuban. cork rin, lisa. however, daymond john, i've known him years, he and he was the guy that got you out of apple at the time saying that samsung has more gain than apple. he said people are switching to samsung. i heard no one else say that. i listen closely to what daymond johnson said. i'm going to talk...
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Apr 11, 2014
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those things lost their mojo and gilead, lot of their mojo. i think that caused investors to get a little worried about the rest of the market. melissa: hang on to your thoughts, jared. we'll get you to in a second. i want to get to the exchanges to hear from our folks on the floor there. nicole petallides at new york stock exchange. jo ling kent at nasdaq.cole, itg again today. here we go. >> it really does. we're sliding over last hour, just moments ago we were right near our session lows. the dow jones industrials, down 116 points. at 16,053. the s&p 500, down half a percent, 412 names out of 500 are lower. it shows you that we're seeing selling upon selling. nasdaq, i will let joe get into that one some more, we were down 3% yesterday. and we were down 3/4 of a% yesterday. what is interesting all 10 sectors we follow is are lower again. that doesn't happen too often f that were to occur only 7th time this year in 2014. this shows a risk of-off mentality. meantime the vix, the fear index up again. remember yesterday it was up 17%. today it
those things lost their mojo and gilead, lot of their mojo. i think that caused investors to get a little worried about the rest of the market. melissa: hang on to your thoughts, jared. we'll get you to in a second. i want to get to the exchanges to hear from our folks on the floor there. nicole petallides at new york stock exchange. jo ling kent at nasdaq.cole, itg again today. here we go. >> it really does. we're sliding over last hour, just moments ago we were right near our session...
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Apr 1, 2014
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i get e-mail on gilead, the e-mails say tell them gilead is ten times 2016 earnings.? all right, i just told everybody. the lobby is incredible on this. celgene is another one, why do you say celgene is overpriced? celgene is 15 times 2015 earnings. that is not overpriced. stuff is great. they have a pipeline. it's dramatic. you can see the lobby about it. you get the point, okay? however, if you look at the boring old value-type names, and i mean, the krogers and the pepsis, the last few weeks, there's been some rotation going on and a lot of guys have been caught flat-footed. there's a lot of hedge funds that have been caught in the last couple of weeks that have lost a bunch of money on this so the bottom line going into the second quarter the overall trends are not clear so i watch flows, inflows and outflows, into the biotech etf, the ibb, the outflows have slowed down recently so it's not clear whether this is a little mini decline and we'll now move up or not, it's still not clear. unfortunately i can't give you an explanation for it right now. today is the big
i get e-mail on gilead, the e-mails say tell them gilead is ten times 2016 earnings.? all right, i just told everybody. the lobby is incredible on this. celgene is another one, why do you say celgene is overpriced? celgene is 15 times 2015 earnings. that is not overpriced. stuff is great. they have a pipeline. it's dramatic. you can see the lobby about it. you get the point, okay? however, if you look at the boring old value-type names, and i mean, the krogers and the pepsis, the last few...
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Apr 28, 2014
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a big note today saying some momentum stocks could get remomentum behind them talking netflix and gilead, cnbc, google. >> what ends up happening at a certain point people say this is not a momentum trade and make this about the individual companies again. when you look at stocks like gilead and netflix, they really have little to do with the fires and teslas, there's an earnings underpinnings and see bids in those stock you never thought you would see again. the problem is timing, almost impossible. could lose 10-15% on the way to that moment in the blink of an eye. >> we talk about this rotation in the top of the show and what it means to the overall market production. >> paradoxically, stronger economic growth is actually a negative for these stocks because they're not connected to the actual economy, they're secular growth stories and people have been willing to pay up for them because they can't find growth elsewhere. >> they have been willing to pay up for them. one thing i disagree, there is growth but you better have a valuation, whether talking cnbc or other names, tesla, netfli
a big note today saying some momentum stocks could get remomentum behind them talking netflix and gilead, cnbc, google. >> what ends up happening at a certain point people say this is not a momentum trade and make this about the individual companies again. when you look at stocks like gilead and netflix, they really have little to do with the fires and teslas, there's an earnings underpinnings and see bids in those stock you never thought you would see again. the problem is timing, almost...
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Apr 11, 2014
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gilead -- people are saying cramer says buy gilead.ontinue to go down to a level to be absurd and then you get your chance. so many iponess this sector, insider trading in this sector every time you feel it's going to get footing a new one comes public. the people that want biotech do not have room. what they do, they short the etf that's biotech and brings down all the stocks. every time you think you're going to get terra firma, etf selling comes in, goes short that and long individuals that they have to because they'll call you and say you took the good one, now eat the bad one. no give without a get. there's something i'm going to teach you. >> thank you, julien broad ski of comcast. no give without a get. >> we'll be watching the biotechs closely. in addition to other beat up stocks. the opening bell just a few minutes away. [ male announcer ] what if a small company became big business overnight? ♪ like, really big... then expanded? ♪ or their new product tanked? ♪ or not? what if they embrace new technology instead? ♪ imagine a
gilead -- people are saying cramer says buy gilead.ontinue to go down to a level to be absurd and then you get your chance. so many iponess this sector, insider trading in this sector every time you feel it's going to get footing a new one comes public. the people that want biotech do not have room. what they do, they short the etf that's biotech and brings down all the stocks. every time you think you're going to get terra firma, etf selling comes in, goes short that and long individuals that...
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Apr 10, 2014
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the same with gilead. the companies are positioned to grow much more than the pharmaceutical companies, and quite frankly, some of those stocks have been volatile over the past couple of days. i would have expected them to be more steady, and they're not. >> celgene's ceo on today, too. a heck of a lineup on "squawk on the street" with the high-powered guests. they're going to keep coming, right? icahn is coming up. joe on the floor. what was yesterday about? i mean, okay, so the fed came out and the minutes, gave everybody a feeling of relief. we already knew rates would be low for long. why yesterday and why today? >> well, let's forget about that, instead of looking at the past. look at what you have here. a "halftime" report that's a perfect microcosm on what folks are doing. it's one short list of momentum names. you asked a few minutes ago, how long will the volatility be here for? hopefully, a while. we could have a month, month and a half of real moves. take out the scorecard, keep track of what pe
the same with gilead. the companies are positioned to grow much more than the pharmaceutical companies, and quite frankly, some of those stocks have been volatile over the past couple of days. i would have expected them to be more steady, and they're not. >> celgene's ceo on today, too. a heck of a lineup on "squawk on the street" with the high-powered guests. they're going to keep coming, right? icahn is coming up. joe on the floor. what was yesterday about? i mean, okay, so...
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Apr 14, 2014
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so many biotech ipos investors need to sell like a biogen, gilead in order to raise flags. when i tell you it's crushing growth companies, that's how it works. it's all pin action, people. no wonder that group has fallen for five straight weeks and now down an average 22%. take a look at the chart of the btk, bob, ted, ken. supply overwhelmed demand. if the market hadn't rallied at the end of the day we would have had still one more ugly biotech close. the group gave up the ghost after a strong opening. that's now become a common pattern. please don't buy the tape at the beginning of the day. tech, 11 deals in the first quarter mainly cloud based software service plays. most of these ipos were both unprofitable and super expensive on price-to-sales, of course no earnings, price-to-sales basis. bio tech there are a lot that did well in the aftermarket and a lot that did poorly. but the cloud stocks are starting to follow a common trajectory. they roar first and then get completely clobbered in the aftermarket. coupons.com went from $16 to $30 in the first day of trading and
so many biotech ipos investors need to sell like a biogen, gilead in order to raise flags. when i tell you it's crushing growth companies, that's how it works. it's all pin action, people. no wonder that group has fallen for five straight weeks and now down an average 22%. take a look at the chart of the btk, bob, ted, ken. supply overwhelmed demand. if the market hadn't rallied at the end of the day we would have had still one more ugly biotech close. the group gave up the ghost after a strong...
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Apr 11, 2014
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gilead, like you said, doing fine. what we're talking about here are some big losers.viser down more than 4.7% the last time i checked, directv, biogen all down, and nasdaq hovering at the 4,000 line. i've been e-mailing with traders and analysts, and they are wonder oring about the china factor. we woke up to that news two days ago of the weak export and be, those trade numbers not coming in well and wondering if global demand is really having the silent impact that not very many people are considering as the real reason we're seeing this flight of the nasdaq, down almost 1.5% today, liz. liz: some of the companies that have had trouble recently are moving lower. scott, we've got spewtive surgical -- intuitive surgical, although directv has been a beautiful flier here, it is down 3w.73% at the moment. scott, we saw that flight to quality into treasuries. is it orderly? tell me what the pits are like right now, give us some feel. >> yeah, it is pretty orderly. be you rewind back one week, that jobs number when we had the stocks and they melted, and we came in on monday
gilead, like you said, doing fine. what we're talking about here are some big losers.viser down more than 4.7% the last time i checked, directv, biogen all down, and nasdaq hovering at the 4,000 line. i've been e-mailing with traders and analysts, and they are wonder oring about the china factor. we woke up to that news two days ago of the weak export and be, those trade numbers not coming in well and wondering if global demand is really having the silent impact that not very many people are...
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Apr 22, 2014
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gilead is coming out tonight. in terms of sales -- >> if they're not crushed in pricing by the government. >> some believe $7 billion by the end of the year. going back to valeant, mike pearson is running a shareholder meeting. i was listening to it. interestingly, talking about their acquisition strategy going forward. they have stated publicly they want to be a topship five drugmaker in the world. >> 150 billion he said. >> absolutely. they have to do a lot more. $42 billion before they announced this bid. they have to do more. he said with the combined company they'll be able to do bigger deals off of the base of allergan -- >> and i won a pony and a ferrari. and a pony on the ferrari. i'm not saying they won't accomplish that, right? you know, we went -- i went to the biotech conference in san francisco in january. and we interviewed a numb of the up-and-comers. my only concern, and the only reason i'm being reticent, stephen, when you buy a biotech, as an individual stock, or a company, a lot of times you're
gilead is coming out tonight. in terms of sales -- >> if they're not crushed in pricing by the government. >> some believe $7 billion by the end of the year. going back to valeant, mike pearson is running a shareholder meeting. i was listening to it. interestingly, talking about their acquisition strategy going forward. they have stated publicly they want to be a topship five drugmaker in the world. >> 150 billion he said. >> absolutely. they have to do a lot more. $42...
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. >> gilead cutting the price of a drug. >> they handle over a billion prescriptions annually. a very expensive drug. they talk about 2013. 14% elevated on prices. in 2016, looking at over 60%. there's a reason there's pressure on now. i think express scripts is the better trade over gilead. >> first solar, one of the best performing stocks in the s&p. over 25% over the last month. josh brown? >> this is one of best looking stocks, if not the best looking stock in the entire market right now. this thing is up 20% since march 6th when the nasdaq peaked and is down by 6%. forward p.e. is still under 15. ge owns a piece of the property. i would be all over the stock here. >> when you say the best, you're saying this is -- >> technically. >> oh, okay. performance-wise, that's not what you're talking about? >> stock on a relative basis to its peers, to the overall market. the internals in the name. the momentum. everything about the way the stock is behaving looks great. fundamentally, it is not a high flier. it's a 15 multiple on the next 12 months' earnings. >> i'll take my eog ov
. >> gilead cutting the price of a drug. >> they handle over a billion prescriptions annually. a very expensive drug. they talk about 2013. 14% elevated on prices. in 2016, looking at over 60%. there's a reason there's pressure on now. i think express scripts is the better trade over gilead. >> first solar, one of the best performing stocks in the s&p. over 25% over the last month. josh brown? >> this is one of best looking stocks, if not the best looking stock in...
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Apr 11, 2014
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the big biotech firms, like biogen and gilead were worse. between 4 and 7% each. even among strong performing tech stocks, the biogen was a leader for a long time. and now there's a drag on it, and the sector is dangerously close to bear territory. the nasdaq has lost 18% since it peaked in february. 2 percentage points shy of the classic definition of a bear market. that's when biostocks doubled. and perhaps, taking down the rest of the market with it. ut it's not all panic. not yet. when we see panic sellouts, they have more velocity. and sure all have seen losses year-to-date. from the beginning of the year, they're down by this%. the dow has come down 2. 5 percent in 2014. the nasdaq even more, losing 2. 9 percent. the more diversified s&p 500 index has been holding its own though, shedding just eight tenths of a percent year-to-date. it appears investors are ditching so-called "momentum" stocks, like tesla, facebook and biotech listings. these companies don't necessarily have great earnings today, but investors love them for their future growth prospects, the
the big biotech firms, like biogen and gilead were worse. between 4 and 7% each. even among strong performing tech stocks, the biogen was a leader for a long time. and now there's a drag on it, and the sector is dangerously close to bear territory. the nasdaq has lost 18% since it peaked in february. 2 percentage points shy of the classic definition of a bear market. that's when biostocks doubled. and perhaps, taking down the rest of the market with it. ut it's not all panic. not yet. when we...
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Apr 23, 2014
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. >>> and gilead signs say they post out blowings. revenue came out over a billion below estimates, results boosted over the company's new treatment for hepatitis c. shares were halted after the announcement but when the stocks reopened shares initially were up after hours, the shares were up, closing at $72.86. also, after the close, another company out with different results, amgen was hurt with costs and profits and the earnings fell short of expectations. the company reiterated the forecast earnings, shares fell after hours, the stocks closed 2% to $119 and change. harley davidson's earnings topped estimates. the market said that the first quarter was jumped by 20% helped by strong overseas sales, also sales here in the u.s. were up despite the winter which kept people away from the dealership. shares were up to $71.87. >>> and jetblue voting to join the union, about 70% of the company's pilots were in favor of the move. shares fell almost 2%, 8 dollars, 59, and the fda cleared the davinci medical system. the surgical procedure wi
. >>> and gilead signs say they post out blowings. revenue came out over a billion below estimates, results boosted over the company's new treatment for hepatitis c. shares were halted after the announcement but when the stocks reopened shares initially were up after hours, the shares were up, closing at $72.86. also, after the close, another company out with different results, amgen was hurt with costs and profits and the earnings fell short of expectations. the company reiterated the...
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Apr 10, 2014
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among the names getting whacked, gilead sciences. pharmaceutical and also b biogen, losing a whole lot of ground. it really feels like the ibd has become the poster child for this momentum or no-momentum sell-off we've seen in the market. some are saying maybe it is even the new conviction which traditionally has been the fear gauge on wall street. >> i'm having a little trouble here with the birthday party. but, yeah, biotech obviously has been a dramatic and substantial outperformer. that's been led i think by a lot of innovation. i know we'll talk about hepatitis c and some of the groundbreaking new drugs that are reaching the market. i think that what we are seeing is a correction. obviously everyone is asking the question is it over. i think that certainly nothing goes up to the sky each and every day, but again i think we are seeing true innovation in the sector, maybe stocks got a little ahead of themselves but i think there's still going to be demand for these life changing therapies that we are seeing and the benefits that w
among the names getting whacked, gilead sciences. pharmaceutical and also b biogen, losing a whole lot of ground. it really feels like the ibd has become the poster child for this momentum or no-momentum sell-off we've seen in the market. some are saying maybe it is even the new conviction which traditionally has been the fear gauge on wall street. >> i'm having a little trouble here with the birthday party. but, yeah, biotech obviously has been a dramatic and substantial outperformer....
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Apr 17, 2014
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shares of gilead, meantime, moving higher. reuters reporting that the national health service in england will invest about $31 million for sovaldi treatments there saying it will benefit 500 patients who need the treatment. sarah? >> an interesting setup for biotech earnings next week, bertha coombs, thanks very much. >>> turns out 83 s&p 500 companies, that's about 17%, have reported earnings so far. 63 of those have actually come in above estimates. 14% were in line while 23% were below forecasts. what is this all telling us about the recent market selloff? have we hit bottom? what is the strategy? scott clemens with us, chief investment strategist at brown brothers harriman private backing and kevin mann chief investment officer of asset management. good to have you both here, scott. what are you telling clients? are you telling them to get used to this kind of bumpiness, this volatility we've seen? >> i think the volatility we've seen so far is going to end up characterizing the whole year. you've got a market where earnin
shares of gilead, meantime, moving higher. reuters reporting that the national health service in england will invest about $31 million for sovaldi treatments there saying it will benefit 500 patients who need the treatment. sarah? >> an interesting setup for biotech earnings next week, bertha coombs, thanks very much. >>> turns out 83 s&p 500 companies, that's about 17%, have reported earnings so far. 63 of those have actually come in above estimates. 14% were in line while...
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Apr 23, 2014
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and, solid sales of gilead sciences' hepatitis c drug heped push profits higher last quarter. revenue nearly doubled. home sharing site air-b-n-b is pulling thousands of listings in new york city. it's in response to a subpeona from new york attorney general eric schniederman, who argues that two thirds of users in new york city are illegally renting out their apartments. airbnb says it is taking the listings down on its own, not because of the subpeona. the popular site secured nearly a half billion dollars in funding this week and analysts expect it could be working toward an i-p-o. sales of previously owned homes dropped for the third straight month. rising prices and our punishingly long winter are blamed for the 0.2% decline to a seasonally adjusted annual rate of 4.59 million. that is the lowest rate since july, 20-12 economist danielle hale remains optimistic about a challenging market. " i focus more on the fact that it's a very small decline instead of the fact that it is a decline. we're still at a lower level than a year ago, pretty notably, but given the affordabil
and, solid sales of gilead sciences' hepatitis c drug heped push profits higher last quarter. revenue nearly doubled. home sharing site air-b-n-b is pulling thousands of listings in new york city. it's in response to a subpeona from new york attorney general eric schniederman, who argues that two thirds of users in new york city are illegally renting out their apartments. airbnb says it is taking the listings down on its own, not because of the subpeona. the popular site secured nearly a half...
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Apr 2, 2014
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, maybe gilead doesn't hold.at you have to remember that this market still likes the old fashioned growth, not the new fashioned growth. >> that's well said. tonight good show on "mad money"? >> yes, we have danny meyer, put together an index for us companies with hospitality that treat their workers well and it so far outperformed the s&p that we visit with danny. and this time at gramercy, its 20th anniversary. one of my favorites. thank you, guys. >>> when we come back, gm's mary barra on the hill. don't go away. way. i've always had to keep my eye on her... but i didn't always watch out for myself. with so much noise about health care, i tuned it all out. with unitedhealthcare, i get information that matters... my individual health profile, not random statistics. they even reward me for addressing my health risks. so i'm doing fine... but she's still gonna give me a heart attack. innovations that work for you. that's health in numbers. unitedhealthcare. >>> february factory orders increase a bit more than exp
, maybe gilead doesn't hold.at you have to remember that this market still likes the old fashioned growth, not the new fashioned growth. >> that's well said. tonight good show on "mad money"? >> yes, we have danny meyer, put together an index for us companies with hospitality that treat their workers well and it so far outperformed the s&p that we visit with danny. and this time at gramercy, its 20th anniversary. one of my favorites. thank you, guys. >>> when...
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Apr 23, 2014
04/14
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BLOOMBERG
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they are pounding the table on gilead, saying they got to cheapen the selloff.right. >> the market is an indicator of where we are. it is amazing. >> a very busy earnings day. earnings after the bell. apple, zynga, facebook. tomorrow, coca-cola, time warner cable, microsoft, starbucks, and amazon. thery good glimpse of consumer over the next 24 hours. >> i am looking at how the stocks are trading. apple shares have changed little. >> market is struggling this year. we have cost -- we have crossed the flat line looking for direction. >> president obama beginning his four nation asian tour. what does he hope to accomplish? our agenda is up next. ♪ >> coming up tomorrow, looking forward -- bob nardelli with depot.r, with home the new activism that is out there. are we going back to the 1980's? much watch must listen. bob nardelli tomorrow on "bloomberg surveillance." irwin guest host is simon, the ceo of hain celestial. netflix is going to france. they will introduce its online video service by the end of the year. been talking to french regulators about how to wit
they are pounding the table on gilead, saying they got to cheapen the selloff.right. >> the market is an indicator of where we are. it is amazing. >> a very busy earnings day. earnings after the bell. apple, zynga, facebook. tomorrow, coca-cola, time warner cable, microsoft, starbucks, and amazon. thery good glimpse of consumer over the next 24 hours. >> i am looking at how the stocks are trading. apple shares have changed little. >> market is struggling this year. we...
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gilead at 73, up $2. president obama and the environmentalists still beating up the coal industry vigorously. coal stocks down big since the president took office. we're going to talk with a former coal executive, chief executive. does he remember when ten-senator obama said this? >> so the if somebody wants to build a coal-powered plant, they can. it's just that it will bankrupt them because they're going to be charged a huge sum for all that betweenhouse gas that's being emitted -- greenhouse gas that's being emitted. ♪ ♪ [ male announcer ] what if a small company became big business overnight? ♪ like, really big... then expanded? ♪ or their new product tanked? ♪ or not? what if they embrace new technology instead? ♪ imagine a company's future with the future of trading. company profile. a research tool on thinkorswim. from td ameritrade. (agent) i understand. (dad) we've never sold a house before. (agent) i'll walk you guys through every step. (dad) so if we sell, do you think we can swing it? (agent)
gilead at 73, up $2. president obama and the environmentalists still beating up the coal industry vigorously. coal stocks down big since the president took office. we're going to talk with a former coal executive, chief executive. does he remember when ten-senator obama said this? >> so the if somebody wants to build a coal-powered plant, they can. it's just that it will bankrupt them because they're going to be charged a huge sum for all that betweenhouse gas that's being emitted --...
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Apr 12, 2014
04/14
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companies have spectacular years, tesla, netflix, a number of social media companies, biotechs like gileadciences and what investors are doing now is locking in profit not thinking those stocks are worth what they did last year. >> now, a correction is a 10 to 15% drop from a recent high. the nasdaq is approaching that number. >>> let's check in with paul deanno right now and see what the weekend has for us. >> we are kind of having a temperature correction. down 10 to 15%, cloud cover is back. this time of we're we don't see widespread fog -- this time of year we don't see widespread fog in san francisco. but we have been and even again tomorrow. even if we don't have low cloud we have high clouds out there. high, thin cirrus clouds throughout the bay area. good evening. san jose where temperatures are down everywhere. look at these current temperatures. san jose you are 80 yesterday. today 68. livermore mid-80s yesterday. today 73. oakland only 62. san bruno 61. santa rosa 61. san francisco didn't get much sunshine today. 57 is your current temperature. asked you to send in some pictures
companies have spectacular years, tesla, netflix, a number of social media companies, biotechs like gileadciences and what investors are doing now is locking in profit not thinking those stocks are worth what they did last year. >> now, a correction is a 10 to 15% drop from a recent high. the nasdaq is approaching that number. >>> let's check in with paul deanno right now and see what the weekend has for us. >> we are kind of having a temperature correction. down 10 to 15%,...
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Apr 10, 2014
04/14
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alexion, clovis, gilead.ocks, price line, netflix, facebook, amazon, google, you name them, to the downside. another bad sign for the bulls here, ally financial. it is the biggest of the year, down 4.5% in its debut. also rite aid reporting a better than expected quarterly profit due to strong pharmacy sales. currently up 10%. then adp moving to session lows after opening higher on news the company is planning to spin off its dealer service business. moody's and standard and poor's governing counc downgraded the company on that bit of news. back over to you guys. >> for more on the spinoff and the downgrade which brings the universe of companies down by 25% that have a aaa rating. joined now by the chief financial officer of adp. >> also a member of cnbc's cfo counsel. i couldn't help but notice a little angst with the news of the downgrade. >> overall the news was well perceived. we know our investors appreciate the action and obviously in a tough day like this i think the stock has hold up relatively well.
alexion, clovis, gilead.ocks, price line, netflix, facebook, amazon, google, you name them, to the downside. another bad sign for the bulls here, ally financial. it is the biggest of the year, down 4.5% in its debut. also rite aid reporting a better than expected quarterly profit due to strong pharmacy sales. currently up 10%. then adp moving to session lows after opening higher on news the company is planning to spin off its dealer service business. moody's and standard and poor's governing...
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Apr 8, 2014
04/14
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CNBC
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gilead one of the weakest stocks in this market.wn and held, that was one of the things i wanted. gilead is a wonder company and i bet they win in the end. >> tonight alcoa. >> klaus kleinfeld, i wish the stock were down, darn it, the big run makes it more difficult for the stock to increase. there are estimates all over the map. mr. kleinfeld the stock is up from 7 an change to 12 on tough actions, closing factories that cost too much, getting the lightweighting of trucks and cars. i'm excited about what he's doing. >> how do you separate the capacity they've taken out with real mack kro economic activity some. >> the darn thing is a 5 million tons being added in china in the desert of china. you need water to make aluminum. the chinese are not sensitive to anything. they're in a put to work mode. it's insane! >> so? >> i'm saying the price of aluminum still set by the general -- >> marginal seller in china. any other big macro take aways we might want to get today? >> aerospace has been stalled. 2 million fasteners and screws in e
gilead one of the weakest stocks in this market.wn and held, that was one of the things i wanted. gilead is a wonder company and i bet they win in the end. >> tonight alcoa. >> klaus kleinfeld, i wish the stock were down, darn it, the big run makes it more difficult for the stock to increase. there are estimates all over the map. mr. kleinfeld the stock is up from 7 an change to 12 on tough actions, closing factories that cost too much, getting the lightweighting of trucks and cars....