Biotech Earnings Preview

A rundown of what to expect from Gilead Sciences, Arena Pharmaceuticals, and Biogen Idec.

Apr 22, 2014 at 2:00PM

It's Fools' favorite time of the year: earnings season.

In the video below, senior biotech specialist Brian Orelli and health-care bureau chief Max Macaluso discuss a few biotechs that will release first quarter earnings shortly.

Gilead Sciences (NASDAQ:GILD) is scheduled to release earnings on Tuesday after the market closes. We know sales of its new hepatitis C drug Sovaldi will be good, but just how good remains to be seen. Investors should also listen for what management says about sustainability of sales ahead of the approval of a combination product under review with the FDA.

Sales of Arena Pharmaceuticals' (NASDAQ:ARNA) obesity drug Belviq won't be Sovaldi-good. Not even close. But sales of Belviq might pass sales of VIVUS' (NASDAQ:VVUS) Qsymia, which would be a good start to reaching its full potential. Neither VIVUS nor Arena have announced the date they plan to report first quarter earnings, but investors should get the Belviq sales figure when its partner Eisai reports on May 13 if Arena hasn't reported yet.

For Biogen Idec (NASDAQ:BIIB), which will report on Wednesday, the key drug to watch is its oral multiple sclerosis drug Tecfidera. Investors should not only be concerned with how the launch is going, but whether sales of Tecfidera is cutting into sales of Biogen's other multiple sclerosis drugs, Avonex and Tysabri.

Watch the video below for more thoughts on the three companies.

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Brian Orelli has no position in any stocks mentioned. Max Macaluso, Ph.D. owns shares of Gilead Sciences. The Motley Fool recommends Gilead Sciences. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

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David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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