Gilead Sciences - Creating Value and Promising Growth for Long Term
Gilead (GILD) continues to dominate in the HIV space and poised to repeat the feat in HCV, and supremacy in the HIV space in 2012-18 should remain intact with the successful launch of Complera/ Eviplera (truvada + edurant, 2Q12A: $72m), Quad Pill (R, truvada + Cobicistat +Elvitegravir) by YE12 and Elvitegravir (R, Integrase inhibitor) in 1H13. Approval in HIV infection risk reduction (pre-exposure prophylaxis, PrEP) of Truvada should further accelerate the growth. Clarity on IFN-free combination options’ GS-7977/GS-5885 (Polymerase Inhibitor, PMI +NS5A inhibitor) as a single tablet regimen (STR) in HCV suggests GILD’s confidence in its in-house HCV portfolio. We expect GILD to lead in this area with launch expected in... For further detail, please read our report released on 31st July, 2012, titled, “Creating Value and Promising Growth for Long Term”.
