This will be the thirteenth Doc Gumshoe pronouncement on the COVID-19 pandemic. Lucky or unlucky, I have no idea, but let’s get on with it. To the question “Where are we now?” the answer depends enormously on exactly where, geographically, we are. The differences in the new case and fatality rates in among the different […]
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Yes, in the midst of a severe global surge in new cases and deaths, there are several genuinely good news items that we can pin our hopes on. Surely, you are aware of some of these, but I will attempt to put them in context. As of yesterday, from the start of pandemic to […]
As I write this, both the US and the world are seeing an upsurge in COVID-19. There has been a 46% spike in hospitalized patients, and in the past seven days more than a half-million more Americans have contracted the coronavirus. According to the Johns Hopkins dashboard that tracks COVID-19 cases all over the world, […]
This will surely not be the last time Doc Gumshoe turns his attention to the pandemic that is now imposing misery on many parts of the world. I need to acknowledge that when what was then generally called the Wuhan virus first came to my attention, I expressed the view that, despite the dire […]
We’re used to seeing biotech stocks surge because of the results of a clinical trial… but it’s quite crazy to see the whole market pinning its hopes on a clinical trial. Gilead’s (GILD) Remdisivir had some weak results leak last week and that helped inspire the market selloff (“Oh no, we won’t get a drug […]
We’re now a month past the “bottom” that the market hit on March 23 in the heat of the panic, and although the world is thinking about opening up now and throwing ever more “rescue” money from helicopters, we’re still not all that close to predicting when “back to normal” might hit… and just now […]
It’s hard to stay away from the coronavirus pandemic, even though Doc Gumshoe basically has no information that’s any different from what’s flooding into your inboxes or TV screens or, for those of us who are still members of the ancient fellowship of newspaper readers, the pages of our daily newspapers. But a few […]
I’ve gotten a few questions about the latest Technology Profits Confidential (currently $79/yr) tease from Ray Blanco, so although it’s a few weeks old now, and started circulating right in the heat of the first coronavirus downturn in mid-March, I thought I’d take a look today. It is still a current ad, I got it […]
Ian Wyatt has been out over the past couple weeks with some “webinars” in which he talks up the coronavirus outbreak (for an hour!) and then ends his show with a tease about several “special reports” on the stocks he thinks will make you a lot of money as we fight COVID-19… and, of course, […]
Don’t look to Doc Gumshoe to keep you up to the minute on the spread of the Wuhan coronavirus. The figures I’m quoting below are as of mid-day today, February 18th. These will have changed by the time you see this piece, and they may be unreliable in the first place. But, […]
Please indulge Doc Gumshoe while he presents his musings on what’s going on in general in the health-care arena, and in particular, which new drugs are getting the FDA blessing and why, as well as which ones are getting the short straw. My impressions and conclusions are in some cases only loosely based on […]
This particular bit of news leaves your friend Doc Gumshoe shaking his head in puzzlement. To wit, in the US it is expected that there will be a substantial shortage of physicians in the upcoming years. The American Association of Medical Colleges predicts that this shortage may reach about 122,000 physicians by the year […]
Chances are not many of us observed New Year’s Eve with celebratory toasts to the glorious year gone by. Rather, we bid goodbye to 2018 and hoped 2019 would be a better year – for ourselves, our near and dear, our country, and our planet. However, as I wade through the volumes of healthcare-related stuff […]
For those of us who live in this part of the country and spend any time messing around outdoors in the grass and weeds, this is the time to be careful about Lyme disease. I had a bout of Lyme 16 years ago, and it descended on me when we were on vacation, driving through […]
[ed. note: Michael Jorrin, who I call Doc Gumshoe, is a longtime medical writer (not a doctor) who writes for us about medicine and health a couple times a month. He has agreed to our trading and disclosure restrictions, but does not generally write directly about investment ideas. His ideas, thoughts and words are his […]
Remember Ernie Tremblay’s pitch about a “tiny South Texas lab” that was about to cure every disease using its revolutionary CD19 Cancer Vaccine technology, and ignite a bidding war following its fantastical release of exciting information on June 23? Well, it’s back. Not the stock, that’s still languishing around where it was before Tremblay got […]
The folks at Money Map/Money Morning have really taken the “most aggressive advertisers” mantle from the other Agora affiliates of late — we can pretty much count on a new promotional campaign from this publisher becoming the “most asked about” pitch by our readers almost instantly, whether it’s Michael Robinson or Keith Fitz-Gerald or Dr. […]
Newsletter copywriters are no different from other marketers: they will do whatever it takes to get attention by playing off of something or someone that has celebrity or notoriety. In the past that’s meant implying that some big celebrity investor has a connection to a “secret” stock or technique, or that someone high up in […]
[ed. note: Michael Jorrin, who I dubbed “Doc Gumshoe” years ago, writes for us a couple times a month on medicine and health issues. He is not a physician, but explains the science and the data well, and helps provide some background understanding and perspective that often benefits both investors and folks who are attentive […]
[ed note: Michael Jorrin, who I dubbed “Doc Gumshoe,” is a longtime medical writer (not a doctor) who shares his thoughts with Gumshoe readers a couple times a month. He usually does not specifically cover investment ideas, and his words and opinions are his own — his past columns can be found here] Lots of […]
This pitch is not all that tough to decipher for those who are seasoned biotech investors, but it’s generating a lot of questions for us today so I thought we’d get a quick answer out for you — it’s certainly a stock that gets plenty of attention, so you won’t need much of a head […]
Golly, most people who might subscribe to investment newsletters are baby boomers. And most of that generation is just a few years past their midlife crisis… so you can be pretty sure that a “silent epidemic” will get them to read your ad, yes? Apparently so, if the questions rolling in to Gumshoe HQ over […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He chooses his own topics, and his words and opinions are his own. His bio, past articles, and most recent comments can be seen here. Enjoy!] OUT of the night that covers me, Black as the Pit from pole to pole, I thank […]
[Ed. Note: Dr. KSS writes for the Irregulars about medicine and biotech stocks. He choses his own topics, and his words and opinions are his own. He has agreed to our trading restrictions. Enjoy!] In his smoky baritone, singer Stuart Staples of British midlands musical act Tindersticks is bemoaning how he suspects the woman he […]
[Ed Note: Michael Jorrin, who I like to call “Doc Gumshoe”, is a longtime medical writer (not a doctor) who shares his thoughts with us from time to time, generally on non-financial topics in health and medicine (as today, though, he sometimes mentions a couple publicly traded companies). His words and opinions are his own. […]
“I firmly believe that if the whole materia medica could be sunk to the bottom of the sea, it would be all the better for mankind and all the worse for the fishes.” — Oliver Wendell Holmes, M. D., Professor of Medicine , Harvard “With all his conscience and one eye askew, So false he […]
The Zed Files[Ed. Note: Dr. KSS writes for the Irregulars about medicine and biotech stocks. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. Enjoy!] It could be the premise of a tawdry unrated movie that teenage boys sneak glimpses of on Netflix when they’re home alone. […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, and his words and opinions are his own. Enjoy!] His tidily rhyming names perhaps destined him for fame. While Jack Kerouac’s work and popularity were before my time, his cultural and literary restlessness assure him […]
[ed note: Michael Jorrin is a longtime medical writer (not a doctor) who covers health and medical topics and trends for our readers, generally without an investment thesis. His words are his own, enjoy!] In the Doc Gumshoe blog about cancer that appeared in June of 2013 (you can check it out here), I commented […]
[ed note: Dr. KSS is a paid contributor to Stock Gumshoe who writes about biotech stocks for (and discusses them with) the Irregulars. He chooses his own topics, and his words and opinions are his alone. Enjoy!] Greetings fellow Irregulars! You’ve all been waiting for it….our first-ever annual ceremony in which we look back on […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. He has agreed to our trading restrictions, chooses his own topics, and his words and opinions are his own. His previous columns can be found here. Enjoy!] Every New Year, a friend and I flew to Boston. She’d gone to medical school […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. His words and opinions are his own, and he has agreed to our trading restrictions.] Want to see something really cool? A hot video clip from a steamy biotech thriller? Watch this. Better yet, when you pull up the video viewing frame, […]
[Ed. Note: Dr. KSS writes for the Irregulars about medicine and biotech stocks. His topics, words and opinions are his own. Enjoy!] It’s the second reel of conspiracy film Shooter, and Mark Wahlberg, whom government schemers are trying to frame for assassination, has just been shot twice. In the back of a stolen FBI car, […]
[Ed. Note: Dr. KSS writes about medical topics and biotech stocks for the Irregulars. He has agreed to our trading restrictions, and his thoughts and words are his own. Enjoy!] Here we are, solidly in the postmodern 21st century, “so late in the goddam day,” as one of novelist Martin Amis’s characters says, and what […]
[Ed. Note: Dr. KSS writes about medical topics and biotech stocks for the Irregulars. He has agreed to our trading restrictions, and his thoughts and words are his own. Enjoy!] Any discussion of cholesterol immediately turns Brobdingnagian, such are the extremes in question. Statins, which lower LDL cholesterol, are bombastically the best-selling drugs of all […]
[Ed. Note: Dr. KSS writes about medicine and biotech stocks for the Irregulars. His words and opinions are his own.] In A History of New York, Washington Irving opens chapter VIII thus: ”In which the author and reader…fall into a very grave and instructive discourse.” This may prove to be a more unleavened column than […]
What’s the commonest reason for admission to hospital of people 65 and over? Mull that question, as it provides context. Think of people you know. At least one probably has this condition. It’s not diabetes. It’s not heart attacks. And it is not infectious. But it kills and lots of people have it. Part II […]
[Ed. Note: Here is the latest contribution from Dr. KSS, who writes for the Irregulars about medicine and biomedical stocks. As always, he has agreed to our trading restrictions and his words and thoughts are his own.] The Belle of the Everglades How To Profit From The Cure First of Two Parts Of the many […]
[Ed. Note: Here is our second installment from Dr. KSS, formerly known as “karmaswimswami” in Gumshoe discussion threads. Dr. KSS has agreed to our trading and disclosure restrictions, and he’s not offering you personal investment or medical advice. As with all of our columnists, we don’t assign topics or opinions and do just a bit of light […]
[ed note: We feature the musings of our favorite health and medicine writer, Michael Jorrin, a couple times a month, and we’ve taken the liberty of calling him “Doc Gumshoe” (he’s not a doctor). You’ll find no stock picks in his pieces, but hopefully will get plenty of insight into the medical matters he explains […]
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Biotech is one of PM's specialties when he was managing hedge funds. PM is bullish on GILD as it has a blockbuster bre...
Hey DevilDog, thanks a bunch. One other big favor to ask. Has he made any sells lately? I know he sold IMMU after the G...
And GILD as well Thx...
More to the point of the stocks - glad I didn’t give them any money since I’m already invested in three of the four ...
Re Gilead's remdesivir, there are a lot of hospitals participating in the trials. See the attached link; https://clinica...
I hold INO and GILD. GILD is the less risky in my view. What’s yours?...
Ray has pushed INO and GILD multiple times over the prior month but no mention of REGN in this publication....
It looks like messages are getting truncated... for drug company executives to direct their companies to pursue the n...
If Gilead's drug, remdesivir, proves successful in the treatment of the coronavirus, I can't see why the company would n...
2019 noticed 2 different ads for different Hep c cures any new news ? some one else in the space besi...
$GILD (KITE); $EDIT related - Jakobovits abruptly exits Adicet; Stanford researchers uncover mechanistic details of ALS ...
$GILD - And EndPoints from John Carroll TOP STORIES Searching for HIV cure, Gilead's new 'shock and kill' combo swat...
Gilead (GILD) Said Close to Pulling Trigger on Incyte (INCY) Takeover - StreetInsider https://www.streetinsider.com/H...
$GILD np - Almost two years to the day since Gilead $GILD struck a deal worth up to $470 million for Phenex’s FXR agon...
Re $GLPG - this from Fierce Biotech: "Galapagos ($GLPG) CEO Onno van de Stolpe has confirmed that the standstill agreeme...
$GILD (just in): Gilead scraps a PhII/III study early as drug flops against ulcerative colitis by john carroll Sept...
$GILD just in - Gilead scraps a PhII/III study early as drug flops against ulcerative colitis by john carroll Septe...
$GILD $GLPG: Gilead tackles a big PhIII program for blockbuster hopeful filgotinib, acquired from Galapagos (GLPG) mo...
Is someone from Piper Jaffray reading us? We've said for a couple of months that Gilead ($GILD) should break up into a v...
$RGLS (long) http://tinyurl.com/z6qeum9 AbbVie ($ABBV) is touting impressive cure rates for its new daily hep C combo...
Leerink bullish on Gilead (GILD). http://blogs.barrons.com/stockstowatchtoday/2016/03/07/why-gilead-sciences-could-ga...
$ZFGN, GNFT-"Do you think anyone will give a flying faffola about NASH remedies like obeticholic acid from Intercept ($I...
Nice article on Gilead (GILD). One might wonder if Regulus (RGLS) is on their radar. http://www.fool.com/investing/gene...
Hi Everyone, I want to just take a minute to say I think the bottom is in on Gilead ($GILD). It's butting up against e...
Cramer 4 Biotech's to buy for 2016 include Gilead (GILD) and Celgene (CELG). http://www.cnbc.com/2015/12/23/cramer-bi...
Why Gilead ($GILD) and Roche ($RHHBY) Should Take a Good Look at Clovis Oncology ($CLVS) as Possible M&A Target By Mark ...
$GILD $ACHN Gilead (GILD) Rumored to be Eying Achillion (ACHN)...Again http://www.biospace.com/news_story.aspx?StoryI...
Thanks so much Doc. Gilead (GILD) is boss. Cheers,Glenn...
Frank...I am sure it has been considered in the loftier echelons at Gilead. GILD is rapidly trying to decide whether to ...
GILD-M&A soon maybe? Gilead More Open to Deals -- Market Talk 4/3/15 4:46 PM ET (Dow Jones) -- Gilead (GILD) Chief Oper...
Interesting trade put on Gilead (GILD) today. Investor could lose up to 1.2 million if GILD does not clear 111.50 in two...
Gilead (GILD) warns after patient dies on its HEP C drug Harvoni or Sovaldi with the heart treatment amiodarone.Nine pa...
Great article. Noticed the recent link between Arrowhead (ARWR) and Gilead (GILD). In your opinion, could a combination...
More good news on Gilead (GILD), posted on Barron's blog today: Gilead Sciences: Another Big Jump in Hep-C Prescription...
John Carroll (Fierce) reported this morning that, in a surprise move, Bristol-Myers drops U.S. approval plans for hep C ...
Currently my two favorite big upside safer small biotechs are Sinovac (SVA) and Cellceutix (CTIX). Two much safer big b...
Gilead (GILD) earnings beat: $ 2.36 EPS versus mean analyst estimate of $1.73 EPS. Blow out! 3.4B Sovaldi sale...
Check out this very positive Barron's article on Gilead (GILD): http://www.forbes.com/sites/kenkam/2014/06/06/how-gilea...
A digression to remind people that Gilead (GILD), large cap biotech or not, remains a screaming buy in my opinion. For t...
Siva; I recently noticed that Gilead GILD is a sponsor & advertiser of Nascar pushing their hepC product. Unlikely pairi...
To Winston Faust: One thing I think everybody here should do is use whatever software or site you use to track stocks, a...
DR KSS I well may have missed comments if you have already covered but is something going on at Gilead GILD. I boug...
Gilead (GILD)...
That one is Gilead (GILD), though the stock recently tanked and is crawling back from the dead!...