Tesla

Tesla Deep Dive

Financially, it's not a sound investment, at least with current situation.

1, only 1% is EV today

2, Tesla lose $4k for each model-S

3, Fiat lose $14k for each EV they sell

4, GM's Bolt comes out the similar time frame with the same price range

5, model-3 is priced less than 50% of that for model-S. In other words, 2.5 model-3 pulls in the same revenue as one model-S

6, if EV sells well, every auto manufacturer will join in, to share a piece of the pie

7, EM's bold statement of "2020 breakeven" does not have enough ground (sorry)

ONLY IF, Tesla's Nevada Gigafactory becomes the de facto battery supplier for all the future EVs sold by EVERY manufacturer; similar to HP's ink business :-)

Unfortunately, I am a personal fan of Elon Musk :-)

Biotechnology (2) - GILD

Gilead Deep Dive

Overview

Based in Foster City, California, Gilead Sciences (GILD) is a leading biotechnology company. The company is involved in discovering, developing, and commercializing innovative therapies. Gilead has the highest market capitalization in the biotechnology industry, amounting to about $175.8 billion. Peers Amgen (AMGN), Celgene (CELG), and Biogen (BIIB) have market capitalizations of about $134.5 billion, $105.3 billion, and $79.3 billion, respectively.

Gilead’s entire HIV product portfolio is based on Viread, which is a brand name of a compound called tenofovir. These drugs accounted for about 42% of the company’s total revenues in 2014. However, in December 2015, Viread will lose its patent protection; provides drugs to eight out of every ten HIV treatment-naïve patients in the United States; HIV portfolio accounts for a substantial 42% of its total revenues

a leading company in manufacturing drugs for HCV (hepatitis C virus) 

Biotech Series (1) --- Celgene

Celgene Deepdive

"Celgene has been a leading biotechnology company in areas such as hematology, or blood-related diseases, and oncology, or cancer. The company has a strong portfolio of drugs such as Revlimid, Abraxane, Pomalyst, Vidaza, Thalomid, Otezla, and Istodax."

What Happened Today?

It's so bloody EVERYWHERE!

There are babies dumped out together with the bath water. Which ones are the good babies? Which ones are the ones deserved to go? That is the work for today

Assets in EFC Calculation

How to Pay College