Posts by Hublot_BB

    Thermo Fisher Scientific to Hold Earnings Conference Call Today

    Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, announced that it will release its financial results for the third quarter 2015 before the market opens on Wednesday, October 21, 2015, and will hold a conference call on the same day at 8:30 a.m. EDT.

    During the call, the company will discuss its third quarter financial performance, as well as future expectations. To listen, call (877) 201-0168 within the U.S. or (647) 788-4901 outside the U.S.

    Thermo Fisher Scientific Completes Acquisition of Alfa Aesar to Significantly Expand Laboratory Chemicals Offering


    Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, has completed its previously announced acquisition of Alfa Aesar, a leading global manufacturer of research chemicals, from Johnson Matthey Plc, for GBP256 million (or approximately $400 million) in cash.


    "With the close of the transaction, we now have the opportunity to fully leverage our combined capabilities in laboratory chemicals to drive growth," said Marc N. Casper, president and chief executive officer of Thermo Fisher Scientific. "The addition of Alfa Aesar products to our existing chemicals portfolio offers customers greater access to a broad offering that serves virtually every laboratory application -- from research to production."


    Alfa Aesar has approximately 480 employees at key locations in the United Kingdom, United States, Germany, China, South Korea and India. The business generated sales of approximately GBP78 million in 2014 and will be integrated into Thermo Fisher's Laboratory Products and Services Segment.

    Thermo Fisher Scientific Inc (TMO) Price Target Update

    Thermo Fisher Scientific Inc (NYSE:TMO): The stock price is expected to reach $ 156.09 in the short term. The number of analysts agreeing with this consensus is 11. The higher estimate for the short term price target is at $165 while the lower estimate is at $141.


    Thermo Fisher Scientific Inc (NYSE:TMO) has received a short term rating of buy from research analysts at Zacks with a rank of 2. The company has been rated an average of 1.04 by 14 Wall Street Analysts. 13 analysts have added the shares in their list of strong buys. 1 stock experts have also rated a buy.


    Many analysts have commented on the company rating. In a research note released to the investors, Leerink Swann maintains its rating on Thermo Fisher Scientific Inc (NYSE:TMO).The analysts at the brokerage house have a current rating of Outperform on the shares. In a recent information released to the investors, Leerink Swann raises the new price target from $141 per share to $149 per share. The rating by the firm was issued on July 23, 2015.

    Salut allerseits,


    Das eigene Kind soll es mal einfacher haben! Wer wünscht sich das nicht. Als frischgebackener Vater spiele ich seit einiger Zeit mit dem Gedanken, meinen Sohn finanziell abzusichern. Konkret dachte ich da an ein simples Konstrukt aus Dividendentiteln, deren Dividenden jeweils reinvestiert werden. Jeder der einigermassen rechnen kann, wird einsehen, dass in 20 Jahren mit 100'000.- CHF Startkapital einiges zusammenkommen wird. (ähnlich des Zinseszins-Effekt) Das Portfolio sollte aus 3-6%igen Dividendenperlen bestehen, welche eine jährliche Dividendenerhöhung von ca. 5-10% aufweisen.


    Ob der junge Erwachsene dann in 20 Jahren seine Dividenden immernoch reinvestieren will oder sich diese ausschütten will, das soll ihm überlassen sein.


    Da ich keine Erfahrungen in diesem Gebiet habe und auch sonst in meinem Bekanntschaftskreis dies ein eher fremdes Thema ist, wende ich mich an euch liebe Cash-User. In der Theorie klingt ja alles ganz fein, aber wo liegen die Tücken in der Praxis? Steuern? Gebühren?


    Vielen Dank für eure Unterstützung!

    khug hat am 29.03.2015 - 18:49 folgendes geschrieben:

    Quote

    Hallo Harley, willkommen im Club. Vielleicht schaust Du Dir mal meine Website an, da habe ich ein paar Ideen zusammengetragen, wie man kleinere Portfolios zu grösseren entwickeln kann. In meinen Modell-Portfolios besteht ja das exakt gleiche Problem, welches Du auch hast.


    In meinen Augen ist das Reinvestieren von Dividenden nicht sklavisch auszulegen: Wenn Du nur 50 oder 100 Franken an Divis erhältst, wartest Du halt ab, bis Du wieder mindestens 3000 Franken beisammen hast (mit Sparen, usw.) und dann investierst Du in eine weitere Aktie. Ich finde, man sollte mindestens 3000 Franken in einem Rutsch investieren, damit die Spesen nicht zu hoch werden. Sonst macht nur Deine Bank den Profit, den Du doch machen wolltest. Am Anfang ist es wichtiger, weiter zu diversifizieren, bis Du mindestens ein Dutzend gute Aktien im Portfolio hast. Mit den Jahren kommt immer mehr an Dividenden zusammen, und wenn Du vielleicht wirklich grosse Positionen hast, kannst Du dann die Dividenden eins zu eins gleich wieder investieren. Aber das funktioniert nur gut mit Positionen über etwa 100'000 Franken.


    Falls Du englisch liest: Ich habe eben das Buch Get Rich with Dividends von Marc Lichtenfeld gelesen(http://www.amazon.de/Get-Rich-…Digit-ebook/dp/B00SHVJ3T8) , welches interessante Überlegungen zum Thema bringt. Vieles lässt sich nicht 1:1 auf die Schweiz übertragen, aber ich habe wieder einige wertvolle Inputs erhalten. Zentral wichtig beim dividendenorientierten Investieren ist der Zeithorizont: Der Zinseszinseffekt kommt erst nach etwa 12 Jahren wirklich zum Tragen. Geduld ist also gefragt!

    Das Buch "Get Rich with Dividends" ist wirklich sehr zu empfehlen! Ein wahrer Augenöffner.

    Jetzt gilt es den richtigen Zeitpunkt zu finden, um die gefallenen Titel ins Körbchen zu legen. Fundamental keine Änderung auf der gesamten Breite. :)

    Bin raus bei 104$. Schien mir gut, da die meisten Märkte um die AZH notieren.


    Habe auch von einem persönlichen Kontakt erfahren, dass der Patentkrieg um GILD noch böse ausgehen könnte. Muss natürlich nicht, aber das Risiko ist mir im Vergleich zur Chance zu hoch.


    Werde hier noch sporadisch News posten.

    Gilead Sciences: Hepatitis-C Tracking at High End of Guidance, RBC Says

    It’s Friday, which means we have prescription data for the hepatitis-C treatments from Gilead Sciences (GILD).

    Total prescriptions of Harvoni came in at 8455, up 10% from the previous week, while combined Harvoni and Sovaldi prescriptions hit 10781, also up 10%, according to an anlyisis of the data from RBC’s Michael Yeeand team. They continue:

    Harvoni’s weekly NRx is tracking in line towards 2015E US consensus of ~ $11-12B.

    We were looking for combined TRx go keep growing towards 10k/week, so that 2015 HCV could be $11B USA and $14.3B WW (higher end of Gilead’s implied guidance $13-14.5B vs cons $14.6B).

    [Blocked Image: http://images.bidnessetc.com/i…pean-patients-treated.jpg]

    Gilead Sciences (NASDAQ:GILD) Expects Dramatic Increase In European Patients Treated With Sovaldi

    Gilead announced it expects the number of patients in Europe treated with its hepatitis C drug Sovaldi to increase significantly in 2015

    Gilead Sciences, Inc. (NASDAQ:GILD) announced Tuesday it expects the number of patients in Europe treated with its hepatitis C drug Sovaldi to increase dramatically in 2015. The company also said that it expects approvals for its drug Harvoni – a newer and advanced version of Sovaldi – to come quickly.

    Gilead has come under intense fire in the US for charging exorbitant prices for its hepatitis C drugs; Sovaldi costs $84,000 for a 12-week standard course, while Harvoni carries a price tag of $94,500 for a 12-week treatment regimen. Gilead has been justifying the high prices for its drugs by citing the high cure rates the drugs guarantee and the very few side-effects associated with their usage. However, health insurers and pharmacy-benefits managers in the US have been pressurizing the company to offer the treatments at a discounted price that is affordable for a majority of the eligible patient population. After AbbVie Inc introduced a competitive treatment in the form of Viekira Pak late last year, Gilead was forced to offer discounts on its treatments to get them covered by the pharmacy-benefits management companies.

    According to estimates from Datamonitor Healthcare, the hepatitis C market is expected to rise dramatically from $2.9 billion in 2013 to $19.2 billion in 2016. The top five markets for hepatitis C in Europe namely Germany, France, Spain, Italy, and the UK accounted for $872 million in 2013.Like in the US, Gilead is also negotiating prices for its hepatitis C treatments in Europe. The company stated that it is ready to offer the drugs at discounted prices in Europe too if it gets a higher volume of patients in exchange.

    John Milligan, president and chief operating officer at Gilead, said about the price negotiations in Europe at the BIO CEO & Investor Conference in New York: "This year they will increase that budget allotment fairly dramatically in return for some price/volume concessions. If they commit to certain volumes, we'll commit to certain price concessions.”

    Mr. Milligan disclosed that under a temporary utilization program, as many as 17,000 patients suffering from the chronic hepatitis C virus were treated with Gilead’s hepatitis C drug in France in 2014.

    He further mentioned that similar steps and agreements have been carried out in Spain and Italy, where the majority of the European hepatitis C population resides."Italy has committed to volumes this year that I believe are about three times the volume they have ever treated," the CEO said.

    Neuer UBS Research Bericht


    Der Anhang wurde vom Moderator auf Wunsch der UBS entfernt, da es sich beim Report um ein Dokument handelt, das Kunden und Investoren vorbehalten und nicht für die Öffentlichkeit bestimmt ist.

    Jetzt muss die Aktie schnellstmöglich wieder über die 100$, besser noch über 105$ gebracht werden. Nach Börsenschluss kam wenigstens eine neue gute Nachricht:


    Gilead's Harvoni Selected as Cigna Preferred Treatment for Hepatitis C Genotype 1


    Cigna Corp. (CI) selected Gilead Sciences Inc.'s (GILD) Harvoni as its only preferred treatment for hepatitis C genotype 1.


    Cigna said it plans to "conduct real-world outcomes assessments on existing and new" drugs including Harvoni, "to further develop outcome-based strategies.


    Cigna said Cigna Medicare customers will have Harvoni as an additional formulary choice for treatment.


    Gilead shares fell Wednesday, a day after the company estimated the discounts it gives on new hepatitis C drugs would more than double this year.


    Drug companies typically offer discounts off list prices to win preferential treatment on health-plan formularies. Yet the level of Gilead's price discounts has been an issue for Wall Street, which fears that competition for its hepatitis C drugs, Sovaldi and Harvoni, could blunt a franchise that helped the company double its revenue in 2014.


    In December, AbbVie Inc. won approval for rival therapy Viekira Pak, and Merck & Co. has a hepatitis C treatment in the works.


    On its earnings call Tuesday, Gilead executives said it was the nature of the payers covering its drugs that was affecting the level of discounting, rather than competition from rival drugs.

    GILD ist sauber wie eine Firma nur sein kann. Die Aktie der Firma aber unverschämt. Verfolge die Entwicklung nun seit 2012 und erst seit Kurzem ist das eine Panik-Aktie. Schade um die Firma dahinter, die 130% rev growth YoY liefert. Buy the rumor ist hier die Devise.