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Farmas USA

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#99609

Re: Farmas USA

GILD
Preparándose para una gran adquisición este año?...
Gilead CFO Robin Washington, on the other hand, made some statements that might be key to understanding what the biotech will do next. She hinted that Gilead was already thinking about taking on additional debt to possibly fund an acquisition.

In her opening comments, Washington said thatleveraging capital to "pursue external opportunities" was a top focus for 2017, adding that Gilead would reduce its spending on share buybacks as a result.

...

I was especially intrigued by Washington's last statement before moving on to the next question. She said the company was "comfortable thatfrom an asset standpoint that we could support any type of acquisition that we'd need to do to supportGilead's growth."

Reading between the lines
So what we know from Gilead's conference call is that the company plans to make at least one acquisition and perhaps more.We can infer that an acquisition is likely to happen this year, since "pursuing external opportunities" is a top priority for 2017.

I think there's potentially one other thing we can glean from the CFO's comments: Gilead is preparing to spend a lot of cash. The company wouldn't be talking to rating agencies about debt leverage if it wasn't seriously contemplating borrowing a considerable sum of money

#99613

Re: Farmas USA

ACOR
Visto, gracias. EPS misses by 0,06. Revenue of 140,63 beats by 2,73 M (+7,4%). Ahora a ver cómo lo interpreta el mercado.

Ayer solté el chicharro de CBIO que llevaba rojo en largo en un +10% y el corto a INO en +4% y algo. Llevo ahora las ACOR y las CTIC (que también sacan datos hoy al cierre)a corto.

«Después de nada, o después de todo/ supe que todo no era más que nada.»

#99615

Re: Farmas USA

CTIC

Ya podría ser. Gracias. De todas formas, mira el histórico completo. Está hecha para disfrutar de sus diluciones a largo plazo. Claro que en algún momento tendrá que subir... :)

«Después de nada, o después de todo/ supe que todo no era más que nada.»