Duwa 桑

可來演講美股十大藥廠

好阿  那我就去跟大家分享我如何評估醫藥產業以及業界的經驗

Great !  歡迎，謝謝

Gilead (GILD) Stock Down as Merck Wins Patents DisputeByRachel GrafFollow|03/23/16 - 09:16 AM EDT


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NEW YORK (TheStreet) --Gilead Sciences (GILD - Get Report[/url]) stock is declining by 2.78% to $91.11 in pre-market trading on Wednesday, as Merck (MRK) seeks more than $2 billion in damages following a jury verdict that upheld the validity of two Merck patents.
The jury unanimously sided with Merck in its allegations that its scientists were responsible for early developments that ultimately led to the creation of Gilead's Sovaldi and Harvoni hepatitis C medications, Bloomberg reports.
The panel then remained in the courtroom to hear evidence on how much Gilead owes Merck for its patent infringement.
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Merck is seeking a 10% royalty on Gilead's nearly $21 billion in U.S. sales for 2014 and 2015, and has asked for a 10% royalty going forward on the two hepatitis C drugs, which generated $19.2 billion in global sales last year, Reuters reports.
This verdict is just one of many recent patent infringement lawsuits and decisions impacting the biotech sector, TheStreet's Adam Feuerstein reports.
Separately, TheStreet Ratings team rates the stock as a "buy" with a ratings score of B.
Gilead's strengths such as its robust revenue growth, notable return on equity, attractive valuation levels, expanding profit margins and good cash flow from operations outweigh the fact that the company has had lackluster performance in the stock itself.

今天的蘋果........
http://www.appledaily.com.tw/appledaily/article/headline/20160406/37148418
政府失職 C肝救命藥 竟貴達225萬病患被迫買4萬元學名藥 代購削10倍價
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另一篇...
林先生半輩子都在和病魔搏鬥，他退伍後被驗出C肝，惡化成肝癌，但為了一家大小，他咬牙工作，透支體力賺錢買藥吃。他曾參與原廠口服新藥人體試驗卻失敗，後來成為第一位合法申請處方藥自用進口C肝學名藥的患者，他對能用低價取得學名藥充滿感激，「不知這次會不會好，但我真的很想活下去」。
3年前，林先生參與吉立亞藥廠的口服新藥人體試驗計劃，卻是97%以上治癒率以外唯一失敗病例，病毒消失後又出現，他難過說：「每次看報告，就像等判決般煎熬。」醫生建議他續用新藥、延長服藥至24周，但藥廠不肯讓他繼續參加試驗，也不肯降價，當時開出的藥價是700萬元，讓他以為：「沒希望了。」

蘋果文章疑似偏好原廠藥廠。原本藥廠開發新藥就是要賺錢，天經地義。但是不該利用媒體散播學名藥就是品質差的觀念，以及甚至主張要求食藥署應關閉處方藥自用進口管道。

散播學名藥品質差的觀念→希望民眾買原廠藥→原廠藥太貴怎麼辦→要健保出錢。
臺灣健保跟國外健保制度不同不可一概額論。臺灣健保都是拿國民的錢全額支出買藥(民眾拿藥如超過一定金額，才需自付極少的部分負擔)，國外(如韓國)是補助制度，病患買藥需要自付高額自付負擔，所以韓國才需要自付9萬(也是報載最高的自付金額)。美國原廠藥是天價，但並非全部病患都是付高價才能取得藥品(參考http://technews.tw/2014/10/22/a-drug-regrew-a-little-girls-missing-bones-how-much-should-that-cost/)，若用臺灣健保的制度配合歐美天價的原廠藥制度將會是臺灣未來幾個世代的經濟災難。
生命會找到出路。就算行政單位在國外原廠藥廠財團的壓力下關閉處方藥自用進口管道，而使國外學名藥無法進入臺灣，錢不夠或是有醫療背景的病患還是可以去韓國或印度看病取藥，因此為了國外財團的利益來更改行政程序，可能會被國外的人看笑話，但是這種事情可能會出現，因為有錢能使鬼推磨。

巴菲特不喜歡藥廠-結束


為何?太會花錢研發....

所以...英特而(intel)也不喜歡
藥廠因該算是巴菲特外環股...或者說是投資他要除了會巴菲特功之外還要會別的武功...

Gilead (GILD) Said Close to Pulling Trigger on Incyte (INCY) Takeover - SourceMarch 10, 2017 3:18 PM


Gilead (Nasdaq: GILD) is close to an agreement to acquire Delaware-based biopharmaceutical company Incyte (Nasdaq: INCY), according to a person ...

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CategoriesHot M&AMergers and AcquisitionsRumors

GILD可能也有盈在表唷，知道INCY已經超貴。

GILD是準備買close to，而非不買close deal

Gilead Sciences Inc (NASDAQ:GILD) was the kind of biotech everyone dreams of owning. First, it perfected the one-a-day pill regimen for diseases like HIV. But then it took off when it found a three-month regimen that would cure hepatitis C in nearly all patients with specific strains of the disease.
Hep C can live in the body undetected for decades, but as we age it tends to show itself, many times with devastating consequences. It attacks the liver and in many cases, the only cure was a liver transplant, which costs around $600,000. Given the graying of the U.S. population, insurance companies were not happy.
But then came GILD with Harvoni and Solvadi. A 12-week course of Harvoni costs about $94,000 by comparison. GILD got to price its drug incredibly high because the alternative was substantially higher.
GILD took off. But now, there are more competitors in the hep-C space, so GILD is losing market share and pricing power. It has a ton of cash but hasn’t bought anything with it to keep its pipeline active.
It’s off 23% year to date with more downside waiting and it’s only offering a 3.2% dividend.

• Gilead Sciences (NASDAQ:GILD) has agreed to buy Kite Pharma (NASDAQ:KITE) for $180 per share or ~$11B in cash, a 29% premium over Friday's close of $139.10. The transaction should close in Q4.
• Kite's CAR-T candidate axicabtagene ciloleucel for certain blood cancers is currently under regulatory review in the U.S. and Europe. The FDA's action date is November 29.
• KITE is up 16% premarket on light volume.

鉅亨網新聞Gilead花119億美元收購Kite 癌症、淋巴瘤藥物入手2017/08/29 12:15鉅亨網編譯林懇

Gilead 的著名 Truvada 藥物 / 圖片來源：afp據《紐約時報》報導，製藥商吉利德 Gilead Sciences (GILD-US) 週一 (28 日) 宣佈將出價 119 億美元併購荷蘭生物製藥公司 Kite Pharma (KITE-US) 來強化其年邁的專利組合及癌症藥物。
據了解，這也是 Gilead 自 2011 年以來花 110 億美元收購 Pharmasset 後的較大併購案，也在醫藥業界近年來較不尋常。這也是近年來自嬌生 Johnson & Johnson (JNJ-US) 收購瑞士生技公司 Actelion 以來的大型醫療併購。而大多數的醫藥公司近年來因整合收購的公司便無多餘時間做大型收購。
在收購條約裡提到，Gilead 將以每股 180 美元，較上週五 (25 日) 收盤價溢價近 29% 來購買 Kite。這項併購案通過後就讓 Gilead 獲取了新的癌症治療技術，可使自身的免疫系統對癌細胞做出攻擊。Kite 最有潛力的藥物是針對非何杰金氏淋巴瘤 (Non-Hodgkin Lymphoma) 做治療，而預計明年就可獲得政府批准通關。
這次的併購案對 Gilead 來說是好消息，面對其最暢銷的 C 型肝炎藥的強烈競爭下，終於有了新的營收來源。今年第二季財報顯示 Gilead C 型肝炎營收達 29 億美元，較去年同期的 40 億美元下滑許多。同時，近期沒有新產品出爐也然投資人擔憂，其股價也在一年內下滑了近 8%。據 6 月 30 日數據顯示，Gilead 的現金與短期投資額總達 216 億美元。

GILD一路上不斷加碼，虧了10%
有這利多消息  難怪昨天股價大漲4.5%
好激勵人心喔
谢谢MIKE無私分享

Gilead斥巨資收購Kite Pharma 押注癌症新療法Gilead Sciences Inc.週一同意支付約110億美元收購Kite Pharma Inc.，大膽押注一種有望在美國商業化的新型癌癥療法。這項新療法通過提取癌癥患者的T細胞來發揮作用。

JONATHAN D. ROCKOFF / DENISE ROLAND

2017年 08月 29日 08:57評論

Gilead Sciences Inc. (GILD)週一同意支付約110億美元收購Kite Pharma Inc. (KITE)，大膽押注一種有望在美國商業化的新型癌癥療法。
醫生稱，已經在美國和歐洲提交監管審批的Kite主要療法，可能顯著改善對某些晚期癌癥患者的治療效果。研究機構EvaluatePharma預計，到2022年Kite的療法將在全球範圍內創造17億美元的銷售額。
Gilead首席執行長John Milligan接受採訪時稱，這項技術確實將給醫學界帶來變革性影響。
這項名為嵌合抗原受體T細胞免疫療法(chimeric antigen receptor T-cell, 簡稱CAR-T)的新療法通過提取癌癥患者的T細胞（一種免疫細胞）來發揮作用。這些T細胞將在體外接受基因改造，提升在捕獲並殺死腫瘤方面的效果，然後再被重新注入患者體內。
另外幾家公司也在研究CAR-T療法，其中瑞士諾華製藥公司(Novartis AG, NVS)已於今年早些時候在美國獲得一項關鍵的監管認可，預計很快將率先通過官方批準開始提供此療法。
Milligan稱，Kite的技術最初主要針對晚期淋巴瘤，除此以外還可能被用於治療多發性骨髓瘤等其他血癌，同時也有可能與其他免疫療法相結合。
雖然前景光明，但CAR-T可能不會像獲得美國食品和藥物管理局 (Food and Drug Administration, 簡稱FDA)批準的其他藥物那樣，獲準後能迅速在藥店和醫院上架銷售。這種新療法的推出將因一些未解決的問題而變得複雜。
多家公司正在研發的上述部分療法在開發過程中產生了嚴重甚至致命的副作用。Milligan稱，醫生已經學會了如何降低副作用的風險，Gilead和Kite將致力於開發改進的療法。
治療費用可能也會是一個障礙：分析醫療成本效益的官方機構英國國家衛生及醫療優化研究院(National Institute for Health and Care Excellence)的一項研究顯示，CAR-T療程的治療費用可能最高達到52.86萬英鎊（約合68.1萬美元）。

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