Author Topic: GILD - Gilead Science  (Read 25964 times)

Spekulatius

  • Hero Member
  • *****
  • Posts: 1235
Re: GILD - Gilead Science
« Reply #60 on: October 21, 2017, 10:27:01 AM »
https://www.nytimes.com/2017/10/18/health/immunotherapy-cancer-kite.html - this is impressive. Of course, the side effects are an issue, the cost is an issue, the "manual" per-patient production is an issue. But if these are somehow worked out, the production is industrialized/automated and made applicable to multiple diseases, this eventually could be huge.

Disclaimer: I am not a pharma/bio/chem expert. I don't imply GILD will/won't benefit on any future developments in this. I just find it interesting and fascinating. I have a small position in GILD.

Yeah, this treatment method is a breakthrough. For Long time,  a lot of experts thought they immunotherapy  for cancer may not be feasible because cancer cells are just like other body cells, except they they duplicate out of control, so it is hard to discriminate any therapy to only attack cancer cell. but yet, here we are. I think the big challenge will be to “industrialize” the method and make it more accessible.
To be a realist, one has to believe in miracles.


Jurgis

  • Hero Member
  • *****
  • Posts: 3812
    • Porfolio
Re: GILD - Gilead Science
« Reply #61 on: May 02, 2018, 02:17:07 PM »
The continuing saga of GILD shows how incentives are screwed up in pharma business: you cure a disease, you lose your customers and business, your stock goes to shithouse. Even if you charge megabucks for cure. Lesson learned: don't cure diseases! ::)

https://arstechnica.com/tech-policy/2018/04/curing-disease-not-a-sustainable-business-model-goldman-sachs-analysts-say/

ArsTechnica article is pretty neutral. You can imagine reaction from less neutral sources.  ::)
"Before you can be rich, you must be poor." - Nef Anyo

mwtorock

  • Jr. Member
  • **
  • Posts: 52
Re: GILD - Gilead Science
« Reply #62 on: May 02, 2018, 07:55:21 PM »
that is just sad. we should look at the benefits it brought for patients and the money it saved for the healthcare system (as compare to not curing).

all the drug/healthcare companies should just cure one disease and make money and move on to next target. everybody happy.

Investor20

  • Full Member
  • ***
  • Posts: 108
Re: GILD - Gilead Science
« Reply #63 on: May 03, 2018, 06:57:59 AM »
I was looking at ACORDA Therapeutics (ACOR).  Their main drug Ampyra which made about 500 million USD per year was approved in 2010 and set to loose its patent protection in 2018. That is they have to come up with a half billion drug every 8 years!

https://www.fiercepharma.com/pharma/court-nixes-4-acorda-patents-teeing-up-amprya-generics-for-2018