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Biotech / Medical : Biotech & Pharma.T.A, -- Ignore unavailable to you. Want to Upgrade?

To: Jibacoa who wrote (3240)	5/1/2015 12:05:16 PM
From: Miljenko Zuanic	Read Replies (2) \| Respond to of 3722

Bernard, EXEL is a "dog", and "trader" made money only if you bought yesterday on decline. GILD was "NO BRAINER", because it was obvious that sale for 1Q were better than projected, and the issue was rebate rate (46%), that pill off earnings. Their rebate were LOWER (36%??), this Q was exceptional good. Rise in projected gross revenue (to $29 B) rise confidence that they can make-up from loss on rebate (higher Rx), so overall GILD is good for near term. M&A and spent cash is next hot issue. I will probably sell GILD at ~10% gain (maybe even less, following your chart interpretations), but this GILD-topic will be presents in bio-sector for at least next 4-5 Q. Miljenko PS: Hope you did well with EXEL