Replies to post #186583 on Biotech Values

[DewDiligence]

With ABBV earnings/guidance out friday morning, there should be more clarity soon.

Maybe. 4Q14 results will be meaningless, so the question is how much granularity ABBV provides in its 2015 guidance for HCV sales. ABBV may say that it’s still too early in the V-Pak launch to provide the kind of granularity that some investors might be expecting, and hence we may not find out how well V-Pak is selling until ABBV reports 1Q15 financial results in April.

Biotech investing requires patience!

[lgonber]

I[ had ENTA shares to hedge against my GILD shares, prior to Vieka approval. I sold my ENTAs at 50$ and I still have my GILD. I am debating now that ENTA is tanking at $44 and GILD finally recovered a bit, if I should sell prior to Earnings next 2nd of feb my GILD and buyback again ENTA. I got trapped last Q as GILD tanked after earnings, and I wonder if that is going to be the case again. On the other hand if GILD continues going up I would not be happy to have sold my GILD too earnly. Dont know what to do, do you think GILD will tank upon Earnings? or the opposite