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Industry Focus

Healthcare: Earnings Round-up -- Celgene and Gilead Sciences

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 2 August 2017

⏱️ 29 minutes

🧾️ Download transcript

Summary

How Celgene and Gilead Sciences results are fueling their stock prices this quarter, plus Merck’s Keytruda closes the sales gap between it and Bristol-Myers Squibb’s Opdivo.

Transcript

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0:00.0

Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.

0:07.0

It's August 8th and I'm your health care show host Christine Harjus.

0:10.0

Calling into Fool HQ is Todd Campbell.

0:13.0

Hello Todd, how is earnings season treating you?

0:15.4

I know it's a busy time to be a fool.com writer.

0:18.0

Oh wow, Christine, you know, we're just cranking out article after article trying to give the best insight into what these companies are reporting to so that people are going to fool.com and searching for for you know what to do next.

0:33.4

Hopefully they're not overreacting

0:35.5

to any of the earnings results that are coming out

0:37.7

because obviously we like to take a longer term view though, right?

0:41.0

Absolutely.

0:42.2

That being said though, because earnings are so important to investors, both short-term

0:47.0

type investors and long-term investors, we thought that today would be a useful time

0:51.2

to check in on how some health care companies did this

0:54.3

earnings season.

0:55.3

We're a couple weeks into the middle of it, so we figured now would be a good time to get you

1:00.5

all up to speed on some of the important announcements from some of the

1:04.1

most highly watched companies.

1:06.0

So on today's show we'll be covering cell gene and of course Gilead Sciences and we're

1:11.0

also going to take a look at the ongoing battle between Cancer Blockbusters,

1:14.8

Kietruda and Op Devo.

1:17.0

But let's start first with Selgin.

1:18.9

Todd, this is one of your top stock picks for 2017. How's it doing so far? It might be my top stock picks until

...

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