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Gilead Sciences: de meest succesvolle medicijnenverkoper van dit moment

1. DeZwarteRidder 1 mei 2015 22:53

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   Gilead Sciences : Profit Soars on Hepatitis C Drugs Sales
   
   04/30/2015 | 04:32pm US/Eastern
   By Tess Stynes
   
   Gilead Sciences Inc. said its two key hepatitis C drugs, Sovaldi and Harvoni, generated about $4.45 billion in sales in the first quarter, topping Wall Street estimates, thanks to better than expected sales of Harvoni.
   
   For the year, Gilead raised its guidance for net product sales by $2 billion and now expects $28 billion to $29 billion.
   
   Shares rose 1.8% to $102.29 in recent after-hours trading.
   
   The drugs represent two of the most successful drug launches ever, marked by their high cure rates, fewer side effects and imposing price tags; however, they also face increasing competition from new hepatitis C treatments like AbbVie Inc.'s Viekira Pak, which started sales in December. Merck & Co. has a hepatitis C treatment in the works.
   
   For the quarter ended March 31, Sovaldi had sales of $972 million, a decline 57% from a year earlier and its lowest total other than the quarter it first came to market.
   
   Harvoni, which combines Sovaldi with another drug and received regulatory approval in October, had $3.58 billion in sales in its second quarter on the market, compared with $2.11 billion in the previous quarter.
   
   Analysts were expecting sales of $1.33 billion for Sovaldi and $2.197 billion for Harvoni, according to a note by Evercore ISI analyst Mark Schoenebaum.
   
   Investors likely will be watching for signals of how prices for hepatitis C drugs will be affected by increased competition and discounts offered to win preferential treatment on health plan formularies. In February, Gilead estimated discounts that it gives on new hepatitis C drug would more than double this year.
   
   Some health plans and drug-benefit managers have complained about the high cost of Sovaldi and Harvoni, which carry price tags of $1,000 a day or more for certain patients. Rival Viekira Pak has won preferential treatment on some formularies after AbbVie offered undisclosed discounts.
   
   Overall, Gilead reported a profit of $4.33 billion, or $2.76 a share, up from $2.23 billion, or $1.33 a share, a year earlier. Excluding items such as acquisition-related, restructuring and stock-based compensation expenses, per-share earnings rose to $2.94 from $1.48. Revenue surged 52% to $7.59 billion.
   
   Analysts polled by Thomson Reuters expected per-share profit of $2.32 and revenue of $6.92 billion.
2. DeZwarteRidder 2 mei 2015 19:10

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   Safety and Efficacy of GS-4774 for the Treatment of Chronic Hepatitis B
   
   This study has been completed.
   
   clinicaltrials.gov/show/NCT01943799
   
   =============================
   
   — Christine M. Kukka, Project Manager, HBV Advocate
   
   One of the most unique hepatitis B clinical trials to come along in years is currently recruiting hepatitis B patients to assess the effectiveness of a therapeutic vaccine combined with antiviral treatment.
   
   Gilead Sciences Inc. is leading the Phase 2 clinical trial, and is recruiting 175 patients (age 18 and older, without cirrhosis) who are currently receiving any type of U.S. Food and Drug Administration-approved antiviral (such as tenofovir (Viread), entecavir (Baraclude) and others.)
   
   hbvadvocat.blogspot.nl/search/label/T...
3. DeZwarteRidder 9 november 2016 19:22

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   J&J vaccine plus Gilead immune booster shows promise as HIV fighter
   
   Reuters
   November 9, 2016
   
   By Julie Steenhuysen
   
   CHICAGO, Nov 9 (Reuters) - An experimental HIV vaccine from Johnson & Johnson combined with an immune system booster from Gilead Sciences Inc showed promise at keeping the virus at bay in monkeys even after treatments had stopped, marking yet another step toward the development of a so-called functional cure for HIV.
   
   Both companies are currently testing the products separately in early-stage trials in people with HIV.
   
   The study, published on Wednesday in the journal Nature, evaluated monkeys infected with simian immunodeficiency virus, the monkey version of HIV, and showed the treatments were much more effective when used together than separately.
   
   All nine monkeys that got both treatments showed significantly reduced viral loads. In three of them, the combination therapy has kept the virus at bay for six months after antiretroviral therapy or ART drugs were stopped.
   
   The study is part of ongoing efforts to develop a so-called functional cure for HIV that would allow people infected with the virus to stop taking daily antiretroviral therapy.
   
   "Current antiretroviral drugs, although they're lifesaving, do not cure HIV. They merely hold it in check. We are trying to develop strategies to achieve ART-free, long-term viral suppression," said study author Dr. Dan Barouch, a vaccine researcher at Harvard-affiliated Beth Israel Deaconess Medical Center in Boston.
   
   For the study, the team used what is known as a "kick and kill" approach. The two-punch strategy is designed to lure dormant HIV-infected immune cells out of hiding places in the body and then attempt to eradicate them.
   
   The trial evaluated a therapeutic vaccine called Ad26/MVA, which J&J and partners are testing in early-stage human trials. The vaccine works by provoking a broad immune response from the adaptive immune system, the part that recognizes specific pathogens and produces lasting immunity.
   
   They combined this with Gilead's experimental drug called GS-986, a so-called TLR-7 agonist that kickstarts the innate immune system, a more generalized line of defense that mounts the body's initial response to infection. Gilead is also testing this in trials of HIV-infected patients.
   
   In the study, they evaluated 36 monkeys infected with SIV that had been treated with ART for six months to get the virus under control. They then divided the group into four arms, with one getting the Ad26/MVA vaccine alone, another getting the TLR-7 agonist alone, a third getting the combination of the two, and a fourth getting a placebo.
   
   Then, they discontinued ART in all of the animals and monitored levels of the virus in their blood and lymph nodes. Animals that got Gilead's TLR-7 agonist saw no benefit and the virus quickly rebounded. Those that got the vaccine alone showed some reduction of viral load and a modest delay in viral rebound. The biggest effect was in the combination group, which saw a 2.5 times longer delay in viral rebound compared to the control group.
   
   In this group, levels of virus in the blood were 50 times lower than in the controls, and the virus fell to undetectable levels in three of the animals, which have been off ART for six months with no viral rebound.
   
   "If all the animals' viral loads had been undetectable, that would have been a home run," said Barouch. "But the fact that all animals showed a reduction in viral load and three out of nine were undetectable, that's a solid base hit. It's definitely something that we can work from."
   
   Barouch said his team has been in talks with both companies to test the combination therapy in patients with HIV.
   
   (Reporting by Julie Steenhuysen; Editing by David Gregorio)
4. DeZwarteRidder 9 november 2016 19:24

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   Ik verzoek aan de redactie om een officieel Gilead-forum te openen.
5. DeZwarteRidder 11 november 2016 22:48

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   Gilead Gets FDA OK for Hepatitis B Drug (GILD) By Shobhit Seth | November 11, 2016 — 2:17 PM EST
   
   Gilead Sciences Inc. (GILD) received approval from the U.S. Food And Drug Administration (FDA) for its once-daily hepatitis B drug, Vemlidy (tenofovir alafenamide).
   
   The news comes as sales of Gilead's hepatitis C drugs, Sovaldi, Harvoni and Epclusa, are declining.
   
   Gilead already has an approved hepatitis B drug on the market called Viread, but recent clinical data shows its new drug, Vemlidy, may be more effective and better for bone and liver safety.
   
   Moreover, Vemlidy can be administered in smaller doses, around one-tenth of a standard Viread dose.
   Gilead Searching for New Revenue Streams
   
   The Foster City, California-based drug manufacturer is desperately looking for new sources of revenues as sales of its money-making hepatitis C drugs plummeted 31% last quarter.
   
   Increasing competition, falling sales, and patents challenges are causing diminishing revenues for Gilead's Hep-C drugs. (For more, see Gilead May Lose Sovaldi's European Patent.)
   
   Last month, the company also received a blackbox warning from the FDA for certain drugs. (For more, see FDA Warning Adds to Gilead's Drug Woes.)
   
   Gilead has been looking for new M&A deals following its failed bid for Medication, which was ultimately acquired by Pfizer Inc. (PFE) for $14 billion. (For more, see Potential Acquisitions for Gilead Sciences.)
   
   Hepatitis B, a viral infection that attacks the liver, affects more than 2.2 million people across the U.S.
6. Gerard_ecb 11 november 2016 23:18

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   Ik zit er al een tijd in maar het is niet mijn "meest succesvolle belegging". Helaas. Verder wil ik dit draadje graag volgen.
7. DeZwarteRidder 12 november 2016 10:11

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   quote:

   Gerard_ecb schreef op 11 november 2016 23:18:

   Ik zit er al een tijd in maar het is niet mijn "meest succesvolle belegging". Helaas. Verder wil ik dit draadje graag volgen.
   

   Gilead is verreweg de goedkoopste grote medicijnenboer en heeft ook nog eens de meeste fase 2 en 3 medicijnen, het komt dus heus wel goed met dit aandeel.
   En we krijgen ook nog dividend.
8. IEX - Forummoderator 12 november 2016 11:08

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   quote:

   DeZwarteRidder schreef op 9 november 2016 19:24:

   Ik verzoek aan de redactie om een officieel Gilead-forum te openen.
   

   Forum Gilead geopend.
   
   Groet Henk
   
   www.iex.nl/Forum/Topic/1339884/1/Foru...
9. DeZwarteRidder 12 november 2016 11:15

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   quote:

   IEX - Forummoderator schreef op 12 november 2016 11:08:

   [...]Forum Gilead geopend.
   Groet Henk
   www.iex.nl/Forum/Topic/1339884/1/Foru...

   bedankT.
10. [verwijderd] 19 maart 2017 11:05

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    Zat nog even naar de guidance voor 2017 te kijken (neem gemiddelde)
    
    omzet = 23,5 mld
    
    -gross margin 83%
    Gross profit = 19,5 mld
    
    -SGA & R&D = 6,925 mld
    EBIT = 12,6 mld
    
    Interest ca. 1,2 mld
    EBT = 11,4 mld
    
    Tax rate 26,5%
    Winst = 8,4 mld
    
    aantal uistaande aandelen
    ca. 1,3 mld
    
    WPA 2017 = 6,46
    WPA 2016 was 10,08
    
    Wat een enorme daling en hoe waardeer je dat?
    Dividend is inmiddels de 3% over gegaan, waardoor het wat mij betreft het wachten waard is.
    
    Overzicht afgelopen 10 jaar

    Bijlage:
11. DeZwarteRidder 19 maart 2017 12:05

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    quote:

    Bolo schreef op 19 maart 2017 11:05:

    Zat nog even naar de guidance voor 2017 te kijken (neem gemiddelde)
    omzet = 23,5 mld
    -gross margin 83%
    Gross profit = 19,5 mld
    -SGA & R&D = 6,925 mld
    EBIT = 12,6 mld
    Interest ca. 1,2 mld
    EBT = 11,4 mld
    Tax rate 26,5%
    Winst = 8,4 mld
    aantal uistaande aandelen
    ca. 1,3 mld
    WPA 2017 = 6,46
    WPA 2016 was 10,08
    Wat een enorme daling en hoe waardeer je dat?
    Dividend is inmiddels de 3% over gegaan, waardoor het wat mij betreft het wachten waard is.
    Overzicht afgelopen 10 jaar
    

    Bolo,
    kun je dit bericht ook nog even plaatsen op het officiële draadje:
    
    www.iex.nl/Forum/Topic/1339884/1/Foru...
12. pardon 31 mei 2017 22:23

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    30 mei 2017
    Gilead Sciences aanwezig te zijn bij de 37ste Jaarlijkse William Blair Growth Stock Conference op dinsdag 13 juni
    
    30 mei 2017
    Gilead's Investigational vaste dosiscombinatie van Bictegravir, emtricitabine en tenofovir Alafenamide voor de behandeling van HIV-1 voldoet aan primaire eindpunt in Four fase 3-studies