Gilead Science Inc. (GILD)

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13.01.2014 15:36
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Gilead Science Inc. (GILD)

Hallo Community,

Bin seit geraumer Zeit in Gilead Sc. (GILD) investiert. Per Jahresanfang haben diverse Banken eine Hochstufung vorgenommen. Beispiel UBS:

06.01.14 : 12-month rating: BUY - $ 102.00  

Kürzliche News zu Pipeline beinhaltenden Produkten: U.S. FDA Accepts New Drug Application (NDA) for Gilead's Idelalisib for the Treatment of Refractory Indolent Non-Hodgkin's Lymphoma (iNHL).

 

Denke auch diese Firma hat enormes Potenzial. Firma ist gut positioniert und zeigt solide Struktur auf. Spezialisiert sich vorallem in den Bereichen HIV/AIDS. Mal sehen was an der J.P. Morgan Healthcare Conference herauskommt.

watch: www.gilead.com

Gibt es sonst noch jemand, der auf die Aktie aufmerksam wurde?

Aufklappen
19.02.2015 08:01
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Bin raus bei 104$. Schien mir gut, da die meisten Märkte um die AZH notieren. 

Habe auch von einem persönlichen Kontakt erfahren, dass der Patentkrieg um GILD noch böse ausgehen könnte. Muss natürlich nicht, aber das Risiko ist mir im Vergleich zur Chance zu hoch. 

Werde hier noch sporadisch News posten.

18.02.2015 11:03
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Schöne Erholung, wenn auch wahrscheinlich grösstenteils technisch bedingt. 

AZH mit Harvoni + Sovaldi TRx @10'871 (erstes Mal über 10'000)

16.02.2015 15:03
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Gilead Sciences: Hepatitis-C Tracking at High End of Guidance, RBC Says

It’s Friday, which means we have prescription data for the hepatitis-C treatments from Gilead Sciences (GILD).

Total prescriptions of Harvoni came in at 8455, up 10% from the previous week, while combined Harvoni and Sovaldi prescriptions hit 10781, also up 10%, according to an anlyisis of the data from RBC’s Michael Yeeand team. They continue:

Harvoni’s weekly NRx is tracking in line towards 2015E US consensus of ~ $11-12B.

We were looking for combined TRx go keep growing towards 10k/week, so that 2015 HCV could be $11B USA and $14.3B WW (higher end of Gilead’s implied guidance $13-14.5B vs cons $14.6B).

 

12.02.2015 07:53
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Gilead Sciences (NASDAQ:GILD) Expects Dramatic Increase In European Patients Treated With Sovaldi

 

Gilead announced it expects the number of patients in Europe treated with its hepatitis C drug Sovaldi to increase significantly in 2015

Gilead Sciences, Inc. (NASDAQ:GILD) announced Tuesday it expects the number of patients in Europe treated with its hepatitis C drug Sovaldi to increase dramatically in 2015. The company also said that it expects approvals for its drug Harvoni – a newer and advanced version of Sovaldi – to come quickly.

Gilead has come under intense fire in the US for charging exorbitant prices for its hepatitis C drugs; Sovaldi costs $84,000 for a 12-week standard course, while Harvoni carries a price tag of $94,500 for a 12-week treatment regimen. Gilead has been justifying the high prices for its drugs by citing the high cure rates the drugs guarantee and the very few side-effects associated with their usage. However, health insurers and pharmacy-benefits managers in the US have been pressurizing the company to offer the treatments at a discounted price that is affordable for a majority of the eligible patient population. After AbbVie Inc introduced a competitive treatment in the form of Viekira Pak late last year, Gilead was forced to offer discounts on its treatments to get them covered by the pharmacy-benefits management companies.

According to estimates from Datamonitor Healthcare, the hepatitis C market is expected to rise dramatically from $2.9 billion in 2013 to $19.2 billion in 2016. The top five markets for hepatitis C in Europe namely Germany, France, Spain, Italy, and the UK accounted for $872 million in 2013.Like in the US, Gilead is also negotiating prices for its hepatitis C treatments in Europe. The company stated that it is ready to offer the drugs at discounted prices in Europe too if it gets a higher volume of patients in exchange.

John Milligan, president and chief operating officer at Gilead, said about the price negotiations in Europe at the BIO CEO & Investor Conference in New York: "This year they will increase that budget allotment fairly dramatically in return for some price/volume concessions. If they commit to certain volumes, we'll commit to certain price concessions.”

Mr. Milligan disclosed that under a temporary utilization program, as many as 17,000 patients suffering from the chronic hepatitis C virus were treated with Gilead’s hepatitis C drug in France in 2014.

He further mentioned that similar steps and agreements have been carried out in Spain and Italy, where the majority of the European hepatitis C population resides."Italy has committed to volumes this year that I believe are about three times the volume they have ever treated," the CEO said.

09.02.2015 07:58
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Neuer UBS Research Bericht

AnhangGröße
PDF icon Gilead347.56 KB
08.02.2015 09:12
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Preisfrage

Es ist eine Diskussion in Gang gekommen, die auch in den USA immer wichtiger wird: Die Frage nach der Bezahlbarkeit von Medikamenten und der "richtige" Preis. Hier droht den überteuerten Medikamenten, bzw. deren Herstellern einiges an Ungemach!

Ich habe mal stellvertretend einen Artikel eingestellt. Möge sich jeder seine Antworten bilden.

http://www.spiegel.de/wissenschaft/medizin/sovaldi-im-check-was-darf-das...

05.02.2015 07:58
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Jetzt muss die Aktie schnellstmöglich wieder über die 100$, besser noch über 105$ gebracht werden. Nach Börsenschluss kam wenigstens eine neue gute Nachricht:

Gilead's Harvoni Selected as Cigna Preferred Treatment for Hepatitis C Genotype 1

Cigna Corp. (CI) selected Gilead Sciences Inc.'s (GILD) Harvoni as its only preferred treatment for hepatitis C genotype 1.

Cigna said it plans to "conduct real-world outcomes assessments on existing and new" drugs including Harvoni, "to further develop outcome-based strategies.

Cigna said Cigna Medicare customers will have Harvoni as an additional formulary choice for treatment.

Gilead shares fell Wednesday, a day after the company estimated the discounts it gives on new hepatitis C drugs would more than double this year.

Drug companies typically offer discounts off list prices to win preferential treatment on health-plan formularies. Yet the level of Gilead's price discounts has been an issue for Wall Street, which fears that competition for its hepatitis C drugs, Sovaldi and Harvoni, could blunt a franchise that helped the company double its revenue in 2014.

In December, AbbVie Inc. won approval for rival therapy Viekira Pak, and Merck & Co. has a hepatitis C treatment in the works.

On its earnings call Tuesday, Gilead executives said it was the nature of the payers covering its drugs that was affecting the level of discounting, rather than competition from rival drugs.

04.02.2015 19:05
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Mittwoch, 04.02.2015 - 14:56 Uhr GILEAD SCIENCES - Hammerzahlen, doch die Aktie fälltDie Nummer 1 im Biotech-Bereich hat hervorragende Zahlen vorgelegt. Doch ein vorsichtiger Ausblick lässt die Aktionäre heute ebenfalls vorsichtig werden. Sie verkaufen die Aktie.

 

Man kann es in einem Satz zusammenfassen: Was der Biotech-Branchenprimus Gilead Sciences gestern an Zahlenwerk für das abgelaufene Jahr 2014 vorgelegt hat, sucht im Pharma-/Biotechbereich seinesgleichen. Trotz der mittlerweile stattlichen Größe des Konzerns gelang es den Verantwortlichen den Umsatz von 10,8 Mrd. $ auf 24,5 Mrd. $ mehr als zu verdoppeln. Der Gewinn vervierfachte sich sogar gegenüber 2013 nahezu auf 8,09 $ je Aktie. Der Grund liegt in neu zugelassenen Hepatitis-C-Behandlungen, die auf einen Schlag einen Jahresumsatz von über 10 Mrd. $ erzielten. Gilead ist inzwischen nicht mehr "nur" die Nummer 1 bei HIV-Medikamenten, sondern hat sich mit Sovaldi und Harmoni, so die Namen der neuen Medikamente inzwischen auch die Pole Position im stark wachsenden Hepatitis-C-Segment gesichert. Bei beiden Jahreskennzahlen, Umsatz und Gewinn, toppte Gilead die Analystenschätzungen. Auch hat das Management ein 15 Mrd-$-Aktienrückkaufprogramm angekündigt.

 

Dennoch fällt die Aktie heute in der Vorbörse. Als Grund führen Marktbeobachter den eher konservativen Ausblick für das Jahr 2015 an. Gilead gab zwar keine Gewinnprognose ab, stellte aber Erlöse zwischen 26,0 und 27,0 Mrd. $ in Aussicht. Die Bruttomarge dürfte zwischen 87 und 90% liegen.

Auf Basis der aktuellen Factset-Schätzungen erwarten Analysten in diesem Jahr einen Umsatz von rund 28,5 Mrd. $ und einen Gewinne je Aktie von 9,85 $. 2016 sollen es 30,2 Mrd $ und beim Gewinn 10,90 $ je Aktie sein. Gilead liegt damit also unter den Analystenprognosen, was der Markt (zunächst) abverkauft.

Technisch bewertet steht die Aktie ähnlich wie der komplette Biotech-Index kurzfristig auf der Kippe. Kann das Zwischentief bei 101,07 $ per Tagesschlusskurs nicht gehalten werden, wäre ein kleines Doppeltop aktiviert, welches zu einem Rücksetzer auf den EMA200 bei 95,40 $ führen könnte. Nur ein Anstieg über das Zwischenhoch bei 109,50 $ würde für Entspannung sorgen. Ein erster Schritt dahin wäre ein bullishes Intraday-Reversal nach dem voraussichtlich sehr schwachen Start.

 

Quelle: http://www.godmode-trader.de/analyse/gilead-sciences-hammerzahlen-doch-d...

04.02.2015 19:01
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mats hat am 04.02.2015 - 17:21 folgendes geschrieben:

Also, ich würde die Firma nicht anrühren Gilead sc. wird meiner Meinung nach den Benchmark Biotech nicht übertreffen und schon der ganze Sektor steht eher auf wackligen Beinen...

was bzw wie meinst du das mit "Benchmark Biotech nicht übertreffen"?
 

Die Zahlen sind doch genial und jetzt noch Dividende und Rückkaufprogramm.  Kenne echt nicht gerade viele Firmen, die das in der heutigen Zeit in solchem Ausmass hinkriegen.

04.02.2015 18:17
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GILD ist sauber wie eine Firma nur sein kann. Die Aktie der Firma aber unverschämt. Verfolge die Entwicklung nun seit 2012 und erst seit Kurzem ist das eine Panik-Aktie. Schade um die Firma dahinter, die 130% rev growth YoY liefert.
Buy the rumor ist hier die Devise.

04.02.2015 17:21
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Also, ich würde die Firma nicht anrühren Gilead sc. wird meiner Meinung nach den Benchmark Biotech nicht übertreffen und schon der ganze Sektor steht eher auf wackligen Beinen...

04.02.2015 16:53
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genau einfach nur lächerlich. Hab mir auch nochmals eine Tranche gekauft. Diese ist auch für einen schnellen Rebound gedacht...so zb 109-110$. Den Rest behalte ich längerfristig.

04.02.2015 15:49
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Lächerlich. Einer der besten ER's dieses Jahr und -10%...

Ich kauf nochmals nach und verkaufe dann um die 105$. Hab' genug davon. Sind mir einfach zu viele wacklige Hände dabei.

04.02.2015 08:17
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Hab' da noch was gefunden, was den Dip erklären könnte. Wenns aber daran liegt, weiss ich auch nicht mehr. Es wurden einige Deals abgeschlossen, natürlich mit Discount. Dass Analysten das nicht wissen...

 

" With Gilead reporting strong results for the fourth quarter, why would shares drop in after-hours trading? The answer lies in the company's outlook for this year.

The biotech projects net product sales of $26 billion to $27 billion. That reflects an increase over the $24.474 in product sales reported for 2014. However, Wall Street was expecting revenue (which includes both product sales and other sources such as royalties) of $28.65 billion. Gilead might have leaned toward a conservative outlook, but investors hoped for stronger growth.

Some will probably fret about Gilead's forecast for hepatitis C franchise sales growth. Long-term investors, though, will focus on the generally positive business fundamentals for the company, combined with its attractive valuation -- and breathe easy. "

04.02.2015 07:58
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Die Firma ist alles andere als berechenbar, das geb' ich zu. DENNOCH:

- Das Volumen im After Hour Market ist sehr dürftig. Warten wir den Handel ab.

- Die Erwartungen wurden deutlich übertroffen. Gilead geht es gut, die Firma steht solide da. Ansonsten hätte man nicht ein BuyBack-Program und eine Quartalsdividende angekündigt. 

 

Falls wir heute tiefere Kurse sehen, werde ich definitiv nachkaufen. 

04.02.2015 07:49
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Eitaro hat am 04.02.2015 - 07:41 folgendes geschrieben:

Erwartungen übertroffen, Buyback von 15 Milliarden angekündigt, erstmalige Quartalsdividende von 43 cents ab Q2…

Nachbörslich -4.5%!!!! Werde nicht schlau aus dieser Firma! Verfolge das Geschehen momentan von der Seitenlinie!

102.35

da haben wohl einige noch mehr erwartet.

Mir solls recht sein, hab mich gestern nicht getraut um nachzukaufen, werde ich ggf heute noch machen.

 

Weiss jemand wann die Quartalsdividende ausbezahlt wird?

 

04.02.2015 07:41
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Erwartungen übertroffen, Buyback von 15 Milliarden angekündigt, erstmalige Quartalsdividende von 43 cents ab Q2…

Nachbörslich -4.5%!!!! Werde nicht schlau aus dieser Firma! Verfolge das Geschehen momentan von der Seitenlinie!

03.02.2015 22:15
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+ Dividende und Mrd.-Rückkaufprogramm angekündigt!

03.02.2015 22:09
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Yeeeeeeeess! EPS 2.43 vs 2.21 est. & Sales 7.31B vs 6.74B est.

03.02.2015 09:08
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Hublot_BB hat am 03.02.2015 - 08:49 folgendes geschrieben:

2brix hat am 03.02.2015 - 08:25 folgendes geschrieben:


wann kommen denn die Zahlen heute? Vor Start, währenddessen oder After Houre?

5 Minuten ach Börsenschluss der Amis soviel ich weiss

"Gilead Sciences, Inc. (Nasdaq: GILD) announced today that its fourth quarter and full year 2014 financial results will be released on Tuesday, February 3, at 4:05 p.m. Eastern Time."

vielen Dank Hublot_BB.

Bin echt gespannt...hmm weiss nicht recht, evt kaufe ich heute nochmals einige Stücke. Gehe eigentlich eher davon aus, dass die Zahlen besser sind als erwartet. Aber wer weiss? wir werdens sehen.

03.02.2015 08:49
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2brix hat am 03.02.2015 - 08:25 folgendes geschrieben:


wann kommen denn die Zahlen heute? Vor Start, währenddessen oder After Houre?

5 Minuten ach Börsenschluss der Amis soviel ich weiss

"Gilead Sciences, Inc. (Nasdaq: GILD) announced today that its fourth quarter and full year 2014 financial results will be released on Tuesday, February 3, at 4:05 p.m. Eastern Time."

03.02.2015 08:25
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wann kommen denn die Zahlen heute? Vor Start, währenddessen oder After Houre?

03.02.2015 08:12
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Hepatitis C Drugs Loom Large Over Gilead Results -- Earnings Preview

Gilead Sciences Inc. is scheduled to announce its fourth-quarter earnings Feb. 3. Here is what you need to know:

--EARNINGS FORECAST: Net income of $2.20 a share for the fourth quarter is the consensus of analysts surveyed by Thomson Reuters, compared with 47 cents (diluted EPS; non-GAAP diluted EPS was 55 cents) reported a year earlier. The company did not give guidance for per-share earnings for 2014.

--REVENUE FORECAST: Revenue of $6.7 billion for the fourth quarter is projected by analysts, compared with $3.1 billion in total revenues reported for the period a year earlier.

WHAT TO WATCH:

--NEW HEPATITIS C DRUG LAUNCH: Last year, Gilead's Sovaldi had the top-selling drug launch in history with more than $8.5 billion in sales through the end of September. The fourth-quarter results will give a hint how Gilead's newest hepatitis C pill, Harvoni, approved Oct. 10, will fare. So far, the signs are positive: insurance claims data from Symphony Health Solutions indicate Harvoni's launch during its first 14 weeks on sale is at a higher volume than Sovaldi's.

--HEPATITIS C DISCOUNTING: Harvoni sales face a big challenge that Sovaldi didn't: competition. The Food and Drug Administration approved AbbVie Inc.'s Viekira Pak on Dec. 19. To win business from health plans, both companies are presumed to be offering discounts off their drugs' list prices. The discounts will damp its revenues, which is why it will be worth listening for any indication how much Gilead is discounting Harvoni.

--GILEAD'S OTHER NEW DRUG: Hepatitis C treatment has captured most of the attention as Gilead diversifies beyond HIV/AIDS drugs, but the company has also eyed the cancer market. Last July, the FDA approved Zydelig for treatment of certain blood-cancer patients. Gilead entered a tough market with competition from Johnson & Johnson, and Zydelig carries a Black Box warning regarding the risk for liver and other toxicities, so it will be interesting to see what kind of foothold Gilead is gaining. Analysts project more than $1 billion in yearly sales eventually. 

30.01.2015 14:10
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Ich bin seeeehr gespannt auf die Zahlen 14 und Guidance 15. Entweder wirds uns da unter 100 hauen oder aufs nächste Level >110 Smile  Let's rock it GILD !

30.01.2015 13:17
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Gilead Sciences, Inc. Continues To Reign Over The Hepatitis C MarketControlling 22% of the US hepatitis C market, Gilead is far ahead of rival AbbVie Inc

Gilead Sciences, Inc. (NASDAQ:GILD) received quite a shock when its rival AbbVie Inc (NYSE:ABBV) went on to take the unusual route of signing an exclusivity pact with the nation’s largest pharmacy-benefits manager Express Scripts Holding Company (NYSE:ESRX), under which Express Scripts agreed to drop Gilead’s hepatitis C drug Harvoni from its list of approved and covered medications and provide an exclusive coverage to AbbVie’s own version of hepatitis C treatment Viekira Pak.

Gilead’s share price took an immediate hit on the news, largely because Gilead depends significantly on its hepatitis C drugs line-up for its revenue. However, the drop in the company’s share price was an overreaction as in the days that followed, it was clear that Gilead will continue to lead the hepatitis C market for a variety of reasons. The company, as per Bloomberg Intelligence, currently controls over 22% of the total hepatitis C market, while AbbVie’s Viekira Pak covers only 6.6%. In other words, Gilead comfortably leads AbbVie in terms of the US hepatitis C lives covered, and as of now, faces little threat from AbbVie in the hepatitis C arena.

Gilead’s continued dominion in the hepatitis C market may be driven by a number of factors, including payers preferring nucleotide-inhibiting drugs or a nucleotide-inhibiting drug-based regime. Yet another reason for the preference could be the ease of the dosing plan; Gilead’s Harvoni is a one-pill-a-day option, while patients on Viekira Pak may require 4-6 pills per day. It is also likely that Gilead offered higher discounts to prescription-benefits managers in exchange for continuing to maintain its leading position in the hepatitis C market. In that case, the company will likely see a contraction in its margins.

Pharmacy-benefits managers are excluding drugs from reimbursements lists in order to obtain greater discounts from manufacturers. Employer clients, who had been hesitant to limit drug choices in the past, have aggressively adopted pharmacy-benefits managers’ reimbursement lists in the face of skyrocketing specialty drug costs. Pharmaceutical giants like Gilead and AbbVie have caught on the trend and are now engaged in a fierce pricing war with each other to have their version of drugs be put on the approved medicines list in return for steep discounts to pharmacy-benefits managers.

Gilead responded to AbbVie’s deal with Express Scripts by locking CVS Health Corp (NYSE:CVS) in a similar exclusivity deal. The agreement with CVS for an exclusive coverage of Harvoni may have given Gilead immediate access to as much as 10% or more of the domestic hepatitis C market.

Furthermore, Gilead's deal with managed healthcare firm Anthem Inc (NYSE:ANTM) for similar exclusive coverage of Harvoni came as nothing less than a huge win for the company; Anthem is one of Express Scripts’ largest customers and the firm’s decision to independently sign a deal with Gilead could lead to other companies following suit.

Anthem as well as other pharmacy-benefits managers who are also now locked into providing exclusive coverage to Gilead’s Harvoni cited the convenience of Gilead’s treatment plan as part of their rationale behind the decision. The fact remains, however, that Gilead may have offered these managers a discount too good to refuse, in exchange for winning exclusivity.

Viekira Pak, as per reports, has seen a 55% growth in its prescriptions; however, this is coming off a weak base – the drug registered just 117 new prescriptions in the second week of January, compared to 1067 new prescriptions for Harvoni in the same time frame, and hence the high growth percentage. The growth rate for Viekira Pak, therefore, on its own cannot be used as a barometer to indicate the company’s ability to garner a greater share of the hepatitis C market.

 

30.01.2015 08:03
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Will Gilead Sciences, Inc. (GILD) Be Affected As Missouri Sides With AbbVie (ABBV)?

AbbVie has successfully secured another preferred status for its Hepatitis C treatment, Viekira Pak. The Missouri Medicaid program, a 25-state consortium, signed agreements with the company to make Viekira Pak exclusively available, and to remove Gilead Sciences Inc’s (NASDAQ:GILD) rival treatment, Solavdi, from preferred formulary status.

The agreement shows how different states have joined the pharmacy benefit managers in negotiating and obtaining discounts from Hepatitis C drug makers for expensive treatments in exchange for giving preferred status to the drug. The discount deals began as the two Hepatitis C drug makers, Gilead and AbbVie Inc. (NYSE:ABBV) began striking deals with insurers and pharmacy benefits to get their respective drugs on the formulary lists, while getting the rival treatment removed from the list, in order to ultimately gain a larger market share in the highly lucrative hepatitis C market.  

The discounts offered to the pharmacy benefits and insurers have not been disclosed by either company. The insurers and pharmacy benefits have been urging the drug makers to offer their drugs at a discounted price, since price tags of $83,000-94,500 for the treatment of a single patient are too high.

Under the agreement, 25 states including Missouri, Connecticut, Florida, and New York have signed agreements with AbbVie to make Viekira Pak available to the low-income people covered by Medicaid by replacing Sovaldi as a preferred treatment for Hepatitis C. However, Sovaldi will be administered in certain cases where Viekira Pak is not an effective treatment.

Missouri’s agreement to make Viekira Pak available is expected to save the state $4.2 million in 2016 – a 30-40% cut in the state’s expenditure on Hepatitis C treatments.

Missouri’s Medicaid chief, Joe Parks mentioned that 300 patients are now on the 12-week treatment of Viekira Pak.

A spokeswoman from Gilead mentioned that the company is in discussions with the other 24 states in the consortium for making its treatments available to the patients too, in order to “allow physicians and patients access to a range of choices, rather than having to use a specific regimen.” She further mentioned that the deal only involved Sovaldi and the states are still considering their decisions regarding the improved version of Sovaldi, Harvoni.

According to a report by Morgan Stanley, “Medicaid numbers are too small to have a material impact.” The report suggests that the deal between AbbVie and Missouri Medicaid will result in a headwind of approximately $300 million to Gilead.

Gilead enjoyed an unrivaled position in the Hepatitis C market till AbbVie got approval for Viekira Pak in December 2014. The first discount deal was struck between AbbVie and Express Scripts Holding Company. That deal came as a harsh blow to Gilead, as it indicated that Gilead’s treatment would not be prescribed by the largest pharmacy benefit manager in the US, which covers about 90 million people. However, Gilead managed to offset the impact by signing deals with the other major pharmacy managers, and is currently dominating the Hepatitis C market.

Since it’s only been a month since the rivals got into this intense battle, it’s a little early to predict the outcome. However, the prescriptions data for the past two weeks presents some interesting insights into the ongoing competition.

29.01.2015 16:32
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Gilead Sciences, Inc. Harvoni Gets Preferred Status From UnitedHealth Group (UNH)

US insurer, UnitedHealth Group Inc. (NYSE:UNH) has decided to back Gilead Sciences, Inc.'s (NASDAQ:GILD) Harvoni as a preferred treatment option for hepatitis C. This gives Gilead a significant lead in the price war with AbbVie Inc (NYSE:ABBV).

Gilead’s hepatitis C treatments, Harvoni and Sovaldi and AbbVie’s Viekira Pak are the first breakthrough drugs to offer high cure rates for hepatitis C, giving power to the two drug-makers to demand high rates for their novel treatments. Gilead’s Harvoni, which is an improved version of Gilead’s Sovaldi, is priced at $94,500 for a 12-week treatment and AbbVie’s Viekira Pak costs $83,300 for a 12-week course.  

However, pharmacy benefit managers (PBM) were not slow in responding to the high prices. US PBMs are strongly opposed to the high pricing strategy of both drug-makers, forcing the companies to offer significant discounts in return for granting preferred or exclusive status to their hepatitis C drugs on their coverage plans.

AbbVie initiated the ongoing price war when it struck a deal with the largest US PBM, Express Scripts Holding Company (NYSE:ESRX) in December last year, to garner exclusive status for Viekira Pak. This was in exchange for a significant discount on the drug for the health insurer’s 25 million customer base. The deal challenged Gilead’s blockbuster drugs, Harvoni and Sovaldi. 

Just two days ago, Gilead signed a deal with PBM, EnvisionRx, which exclusively offers Harvoni and Sovaldi on its formulary, and prescribes Viekira Pak only in rare cases. 

Earlier, Gilead signed contracts with various PBMs including Humana Inc (NYSE:HUM) and Anthem Inc (NYSE:ANTM) that offer its drug as preferred treatment to almost 30 million hepatitis C patients nationwide. 

Furthermore, Gilead has an advantage because of its exclusivity deal with CVS Health Corp (NYSE:CVS), the second-largest US PBM. It also has Harvoni as a preferred treatment option from the third-largest health insurer, Aetna Inc (NYSE:AET). In comparison, AbbVie has so far signed up with ExpressScripts only. Gilead’s deals with top US PBMs have been successful in helping it maintain a dominant position in the hepatitis C market. UnitedHealth’s coverage policy is yet another milestone that will help Gilead to gain more market share in the lucrative hepatitis C market. 

UnitedHealth updated its coverage policy on Wednesday, effective from Feb 1. As per the updated policy, UnitedHealth will prefer Gilead’s hepatitis C drugs over AbbVie’s Viekira Pak. The policy applies to all UnitedHealth’s commercial customers who are fully insured and use the company’s Optum RX PBM as well as to those who are self-insured, including major employers who use the company’s list of drugs. In addition, the update will also be applicable for UnitedHealth’s Medicaid, Medicare, and military contracts. Gilead, with a large UnitedHealth customer base, will gain access to about 45 million health-plan US customers. Although, out of UnitedHealth’s 45 million medical customers, only 18 million are employed by companies and are self-insured for medical benefits.

29.01.2015 14:48
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Needham Ups Sales Estimates Of Hep C Drugs, Says Buy Gilead Ahead Of Q4

 

Gilead Sciences (GILD) will report fourth quarter earnings in early February, and Needham & Co. today boosted their sales estimates for the firm’s hepatitis C drug, reiterating a Buy rating ahead of the report.

Alan Carr and Mark Vignola now expect worldwide fourth-quarter sales of $1.9 billion and $1.28 billion for Sovalid and Harvoni, respectively, up from their previous estimates of $1.7 billion and $970 million. They also noted that there isn’t much visibility to Sovaldi sales outside the U.S. which could provide greater upside to their estimates.

From their note:

Our new 4Q14 total revenue and product sales estimates are $6.23B (was $5.72B) and $6.15B (was $5.65B), respectively. Our new 4Q14 non-GAAP EPS estimate is $2.01 (was $1.78).

Harvoni was approved in Oct 2014 in the U.S. and Nov 2014 in the E.U. Uptake according to IMS/Symphony data has been strong, exceeding that of the Sovaldi launch last year. Our 2015 WW Harvoni estimate is $11.44B. Given superior profile relative to other agents, including Viekira Pak, we expect the drug to hold a dominant share of the market. We expect real-world efficacy and safety data to be generally supportive of Harvoni. Despite recent concerns, payer reimbursement risk appears to be somewhat modest. Gilead has guided for addition of GT3 pts and a 12-wk tx regimen for cirrhotic pts to the Harvoni label later this year.

They reiterated a Buy rating and $120 price target on the stock.

29.01.2015 08:17
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Gilead Sciences, Inc. (Nasdaq: GILD) today announced the promotion of Andrew Cheng, MD, PhD to Executive Vice President, HIV Therapeutics and Development Operations, and Taiyin Yang, PhD, to the role of Executive Vice President, Pharmaceutical Development and Manufacturing. Dr. Cheng and Dr. Yang will both join Gilead's senior leadership committee.

Dr. Cheng joined Gilead in 1999. He has led clinical development activities for the company's development-stage programs in HIV/AIDS. In 2009, he was appointed Senior Vice President, HIV Therapeutics and Development Operations, assuming additional responsibility for biometrics, clinical operations, clinical pharmacology, drug safety and public health, project management and regulatory affairs. Dr. Cheng reports to Norbert Bischofberger, PhD, Executive Vice President, Research and Development and Chief Scientific Officer. Prior to joining Gilead, Dr. Cheng trained in internal medicine at the University of California, Los Angeles. He received his medical degree and PhD in Cellular and Molecular Biology from Columbia University and his undergraduate degree from the Johns Hopkins University.

Dr. Yang joined Gilead in 1993 and was promoted to Senior Vice President in 2005. In her newly expanded role, Dr. Yang is responsible for managing pharmaceutical development, analytical operations, laboratory information, quality assurance and manufacturing of both clinical and commercial drug substance and drug product. She reports to Dr. Bischofberger and to John Milligan, PhD, President and Chief Operating Officer. Prior to joining Gilead, Dr. Yang was Director of Analytical Chemistry at Syntex. Dr. Yang received her bachelor's degree in Chemistry from National Taiwan University and her PhD in Organic Chemistry from the University of Southern California.

"Andrew and Taiyin have both demonstrated leadership in bringing groups together to help expedite the development and manufacturing of products -- ultimately allowing the company to reach patients in need more quickly," commented Dr. Bischofberger. "They are experts in their respective fields and have helped build teams that are efficient and highly productive. These promotions recognize their achievements and dedication to bringing innovative new therapies to patients around the world." 

28.01.2015 13:51
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Press Release: Gilead Sciences to Release Fourth Quarter and Full Year 2014 Financial Results on Tuesday, February 3, 2015

Gilead Sciences, Inc. (Nasdaq: GILD) announced today that its fourth quarter and full year 2014 financial results will be released on Tuesday, February 3, at 4:05 p.m. Eastern Time. At 4:30 p.m. Eastern Time, Gilead's management will host a conference call to discuss the company's financial results for the fourth quarter and full year 2014 as well as provide a general business update and financial guidance for 2015.

The live webcast of the call can be accessed at the company's Investors page at www.gilead.com/investors. Please connect to the company's website at least 15 minutes prior to the start of the call to ensure adequate time for any software download that may be required to listen to the webcast. Alternatively, please call 1-877-359-9508 (U.S.) or 1-224-357-2393 (international) and dial the participant passcode 56363760 to access the call. Telephone replay will be available approximately two hours after the call through 11:59 p.m. Eastern Time, February 5, 2015. To access the replay, please call 1-855-859-2056 (U.S.) or 1-404-537-3406 (international) and dial the participant passcode 56363760. The webcast will be archived on www.gilead.com for one year. 

27.01.2015 13:26
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Gilead Sciences, Inc. (GILD) Signs Exclusive Hepatitis C Deal With EnvisionRx

Pharmacy-benefits manager (PBM) EnvisionRx announced Monday that it has signed an exclusive deal with Gilead Sciences, Inc. (NASDAQ:GILD) to list the company’s hepatitis C drugs on its formulary. Gilead has clearly taken the lead in the price war against AbbVie Inc (NYSE:ABBV) after signing its fourth deal with a PBM, in contrast to AbbVie which has only one such deal in place.

The price war between the two drug-makers started when AbbVie won an exclusive coverage for its newly approved hepatitis C drug Viekira Pak in December last year from the nation’s largest PBM Express Scripts Holding Company (NYSE:ESRX). 

AbbVie offered a major discount on the list price of its drug in return for an exclusive access to 25 million patients in the US. However, Gilead was not slow to retaliate and went on a deal-signing spree to gain exclusive coverage for its hepatitis C treatments. Prior to its agreement with EnvisionRx, Gilead had signed exclusive coverage deals with PBMs Humana Inc (NYSE:HUM) and Anthem Inc (NYSE:ANTM) to ensure its hepatitis C drug Harvoni was offered as a primary treatment option for approximately 30 million patients. Gilead also enjoys formulary exclusivity from CVS Health Corp (NYSE:CVS), the second-largest PBM in the US, and preferred status for Harvoni from Aetna Inc (NYSE:AET), the country’s third-largest health insurer.

As per the recent deal, EnvisionRx will be offering Gilead's Harvoni and Sovaldi on its formulary, while AbbVie’s Viekira Pak will only be prescribed as an exception in rare cases.

“The safety and efficacy profile of Gilead's HCV products, coupled with the most competitive pricing in the drug class, have solidified EnvisionRx's choice to place Gilead's products in an exclusive and preferred formulary position,” said EnvisionRx President Dawn Sherman.

“EnvisionRx is committed to helping patients attain the most effective drugs at affordable prices, and we are proud to be able to offer our patients Sovaldi and Harvoni, the market leaders in the treatment of HCV,” he added.

Although both companies’ hepatitis C drugs have proven their efficacy, Harvoni has the least side-effects and requires lesser dosage compared to Viekira Pak. Harvoni, which is an enhanced version of Gilead’s blockbuster drug Sovaldi, is listed at $94,500 for a 12-week treatment course, while Viekira Pak costs $83,300 for the same treatment duration.

Amid the ongoing pricing battle, PBMs have especially enjoyed a significant advantage. These companies have gained substantial power to negotiate drug pricing in order to bag lofty discounts for their employers. Health insurers have also “chosen sides” in selecting their own set of discount deals. Another PBM, Prime Therapeutics, chose both Harvoni and Viekira Pak to be on its formulary, while many other healthcare companies might be following suit.

 

 

26.01.2015 21:29
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Hallo Hublot

danke dir für deine Gilead postings. Vielleicht interessiert dich folgender Übersichtsartikel von seeking alpha zu den Quartalszahlen von GIlD:

http://seekingalpha.com/article/2836226-50-percent-upside-for-gilead-in-...

dort werden auch Schätzungen zum Gewinn ect. abgegeben. Ist eine spannende Lektüre.

Gruss

Hannelore

26.01.2015 16:39
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Habt ihr irgendwelche Anregungen/Ideen/Bemerkungen wie die Zahlenveröffentlichung am 3. Februar aussehen könnte? Wüsste gerne was ihr so denkt Smile

Meiner Meinung nach werden die Jahreszahlen '14 fantastisch. Die TRx und NRx sehen nicht so aus, als ob ABBV irgendeinen Einfluss auf die Verkäufe von Sovaldi/Harvoni haben. Ein wenig bedrückender sehe ich die Guidance 2015. GILD hat sich zwar viele Partner gesichert, jedoch immer unter dem Vorwand des Diskounts. Ich habe aber vollstes Vertrauen in das Management und bleibe bis mindestens $125 dabei. Wenn sich nichts ändert natürlich auch länger.

26.01.2015 15:32
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German Insurers Get Gilead Sciences, Inc.’s (GILD) Sovaldi At Discounted Prices

Gilead Sciences, Inc. (NASDAQ:GILD) continues to offer its hepatitis C treatments, Harvoni and Sovaldi, at discounted prices in Europe. After France, the company has now agreed to offer the drugs at reduced prices in Germany, as per German business weekly WirtschaftsWoche.

According to Gilead’s head of German operations Carsten Nowotsch, discounts from the list price of €60,000 ($67,242) per treatment had been negotiated with four German statutory health insurers; however, the size of the discounts has not been disclosed.

Around 15 million people are affected by hepatitis C in Europe, according to the World Health Organization (WHO). The value of the hepatitis C treatment market in the five largest medicine markets in Europe namely, Germany, UK, France, Spain, and Italy is expected to rise to as much as $4 billion next year, from $872 million in 2013.

As Germany leads the Euro market, several Japanese and European healthcare agencies use the German prices for their own references.

Gilead’s Sovaldi and Harvoni, priced at $84,000 and $94,500, respectively, were launched in 2013 and 2014 in the US, and within weeks from their launch managed to generate billions of dollars in sales for the company.

Sovaldi and Harvoni received their European approval in 2013, and the company has been negotiating discounts for the two drugs ever since. A single box of Sovaldi comes at a fixed price of €13,667, making the 12-week treatment cost €41,000 in France. Harvoni is set at €16,000 per box.

26.01.2015 08:12
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Gilead Expands Hepatitis C Generic Licensing Agreements to Include Investigational Pan-Genotypic Agent

January 26, 2015--

Gilead Sciences, Inc. (Nasdaq:GILD) today announced that the company has expanded its hepatitis C generic licensing agreements to include the investigational NS5A inhibitor GS-5816, which is being evaluated in Phase 3 clinical studies as part of a single tablet regimen that combines the compound and sofosbuvir for the treatment of all six genotypes of hepatitis C. The expanded agreements will allow Gilead's India-based partners to manufacture GS-5816 and the single tablet regimen of sofosbuvir/GS-5816, once approved, for distribution in 91 developing countries, which together account for 54 percent of the total worldwide population of individuals infected with the hepatitis C virus (HCV).

If approved by regulatory authorities, the sofosbuvir/GS-5816 regimen would become the first pan-genotypic, all-oral single tablet regimen for HCV. A pan-genotypic therapeutic option is particularly important for developing countries, where genotype testing is often unreliable or not readily available.

"Today's announcement marks an important milestone in Gilead's effort to make effective hepatitis C treatment accessible to as many patients, in as many places, as quickly as possible," said Gregg H. Alton, Executive Vice President, Corporate and Medical Affairs, Gilead Sciences. "Developing countries are home to a diverse mix of hepatitis C genotypes, and the development of a medicine that has the potential to cure any patient, regardless of genotype, could help accelerate access to treatment."

Professor Abhijit Chowdhury, Head of Hepatology, Institute of Post Graduate Medical Education and Research, Kolkata, commented: "Pan-genotypic hepatitis C treatments have the potential to radically change the treatment landscape in developing countries, removing the need for patients to undergo burdensome laboratory tests. Even if testing facilities are available, their cost is a barrier to treatment access, so a regimen that can be used for any genotype is going to be a real attribute in tackling this disease on a global level."

The amended agreements expand on Gilead's existing generic licensing partnerships for hepatitis C, announced in September 2014, under which partners may produce sofosbuvir and the single tablet regimen of ledipasvir/sofosbuvir. Eight Indian-based generic manufacturers now hold licenses to manufacture Gilead's HCV medicines -- Biocon Ltd., Cadila Healthcare Ltd., Cipla Ltd., Hetero Labs Ltd., Mylan Laboratories Ltd., Ranbaxy Laboratories Ltd., Sequent Scientific Ltd. and Strides Arcolab Ltd.

Sofosbuvir recently received regulatory approval in India (January 2015), and regulatory submissions have been completed in additional countries, including Pakistan, Thailand, Brazil, Uganda, South Africa and Nigeria.

About GS-5816

The single tablet regimen of sofosbuvir/GS-5816 is an investigational agent and its safety and efficacy have not been established. Phase 3 studies evaluating the combination of GS-5816 and sofosbuvir are currently underway, with data anticipated in the second half of 2015.

Gilead's Approach to Treatment Access in Developing Countries

Gilead makes it a priority to increase access to its medicines for people who can benefit from them, regardless of where they live or their economic means. In developing countries, Gilead's treatment access strategies include tiered pricing, voluntary generic licensing (often in advance of U.S./EU regulatory approval), negotiation with national governments, regional business partnerships, product registration, medical education and partnerships with non-profit organizations. This approach has been successfully applied to Gilead's humanitarian program in HIV over the past 10 years, where seven million patients are now receiving Gilead-based HIV medicines in developing countries. 

23.01.2015 13:56
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23.01.2015 11:38
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Danke. Immer wieder interessant, was du so zu GILD findest.

23.01.2015 08:00
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Gilead Sciences: Joker in der Hinterhand

Lieber Leser,

Gilead Sciences zählt zu den beständigsten und erfolgreichsten Unternehmen. Sogar in Krisenzeiten 2008/2009 konnte Gilead Sciences den Umsatz um 31,4% und den Gewinn sogar um 31,1% steigern.

Der Garant für die kontinuierliche erfreuliche Entwicklung des Unternehmens, auch während der Krise, waren die beiden HIV-Medikamente Truvada und Atripla. 

Für das starke Wachstum der letzten Zeit waren allerdings andere Mittel verantwortlich. Hierzu zählt sicherlich das Hepatitis-C Medikament Sovaldi. Gilead Sciences konnte seinen Umsatz im Vergleich zum letzten Jahr um 120% steigern. Dies ist vermutlich zu einem Teil Sovaldi zu verdanken. Bisher gab es nichts vergleichbares zu Sovaldi. Daher konnte Gilead Mondpreise von über 700 Euro pro Pille in Deutschland verlangen. 

Falsche Panik?

Seit kurzem gibt es allerdings ein Konkurrenzprodukt von dem Unternehmen AbbVie. Dieses Medikament soll Sovaldi absolut ebenbürtig sein. Das Hepatitis Medikament von AbbVie soll allerdings merklich günstiger angeboten werden. Zudem besteht ein Vertrag mit dem großen Pharmavertrieb Express Scripts, der besagt, dass Express Scripts nur Hepatitis Medikamente von AbbVie zu verkaufen wird.

Die Nachricht über das günstigere Konkurrenzprodukt war ein bittere Pille für Gilead Sciences. Vermutlich sorgte diese Neuigkeit auch für den Kurseinbruch von gut 20%. Hier könnte vermutlich falsche Panik ein Rolle gespielt haben. 

Denn es ist noch gar nicht klar, ob das neue Hepatitis Medikament von AbbVie, selbst in Zusammenarbeit mit dem Pharmavertrieb Express Scripts, überhaupt zu geringeren Verkaufszahlen bei Gilead Sciences führt. Denn: Gilead Sciences hat vorgesorgt und langfristige Abnahmeverpflichtungen mit seinen Vertriebspartnern festgelegt.

Zulassung für neues Hepatitis-C-Medikament

Zudem konnte sich Gilead Sciences über die Zulassung eines neuen Hepatitis-C Medikaments freuen.Das neue Hepatitis-C-Medikament heißt Harvoni und wird vermutlich ebenfalls reißenden Absatz finden. Die EU-Kommission hat jüngst Gilead Sciences die Zulassung für Harvoni erteilt. Das Medikament muss nur einmal täglich eingenommen werden.

Joker in der Hinterhand

Auch wenn sich dennoch die Umsätze mit Hepatitis Medikamenten nicht mehr so gut entwickeln sollten wie zuvor hat Gilead Sciences noch einen Joker in der Hinterhand. Und zwar das beeindruckende HIV-Geschäft. 

Gilead Scienes investiert viel in die HIV-Forschung. Und das wie es scheint mir großem Erfolg. Das neue Medikament Stribild hat vermutlich großes Potenzial. In den ersten 9 Monaten haben sich die Einnahmen knapp verdreifacht. Die Aids Medikamente Complera und Eviplera haben eine Umsatzsteigerung von 61% auf 881 Millionen US-Dollar erreicht.

22.01.2015 08:18
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Gilead Sciences-Aktie: Harvoni und Sovaldi dürften am oberen Ende der Markterwartungen liegen! - Aktienanalyse

 

Michael J. Yee, Aktienanalyst von RBC Capital Markets, bestätigt im Rahmen einer Aktienanalyse seine Erwartung einer überdurchschnittlichen Kursentwicklung bei den Aktien des US-Biotechkonzerns Gilead Sciences Inc. (ISIN: US3755581036, WKN 885823, Ticker-Symbol: GIS, Nasdaq-Symbol: GILD).


Der dritte Monat, in dem Harvoni verkauft werde, verlaufe den Erwartungen entsprechend. Gegenüber den IMS-Verschreibungsdaten werde ein schnelleres Wachstum impliziert.

Die Analysten von RBC Capital Markets weisen im Hinblick auf Sovaldi darauf hin, dass der Absatzrückgang etwas geringer ausfalle als es den IMS-Verschreibungen zufolge der Fall sei.

Analyst Michael J. Yee schätzt, dass Harvoni im vierten Quartal 2014 Umsätze von 1,8 Mrd. USD erreiche und Sovaldi 1,2 Mrd. USD. Zusammen ergebe dies in den USA Erlöse von rund 3 Mrd. USD, was dem oberen Ende der Markterwartungen von 2,8 bis 3,0 Mrd. USD entspreche.

21.01.2015 14:37
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Here’s What To Expect From Gilead Sciences (GILD) Earnings Call

Gilead Sciences, Inc. (NASDAQ:GILD) shares rose 3% during trading yesterday after Evercore ISI analyst Mark Schoenebaum said there is a strong likelihood that the drug-maker’s sales for its hepatitis C drugs for the fourth quarter of fiscal 2014 will beat market expectations, despite the pricing battle with AbbVie Inc (NYSE:ABBV).

Gilead and AbbVie have been throwing punches at each other ever since Express Scripts Holding Company (NASDAQ:ESRX) announced late last year that it was dropping Gilead's hepatitis C drugs off its formulary in favor of an exclusive coverage for AbbVie's newly approved hepatitis C combo Viekira Pak. One of the latest moves by Gilead in response has been to win over managed healthcare company Aetna Inc (NYSE:AET), to have its own hepatitis C drug covered as the preferred choice for over 20 million commercial customers.

Mr. Schoenebaum is of the view that the most important aspect when it comes to analyzing whether Gilead's sales could surpass estimates is accounting for inventory buildups as well as adjusting implied sales with a capture rate. He forecasts that the company’s hepatitis C drug sales could amount to $3.3 billion, once net inventory buildup and capture rate of 78-79% is pieced into the model. Jefferies, on the other hand, expects total sales from Gilead’s hepatitis C stream to amount to $4.143 billion. Guggenheim Securities analysts, meanwhile, expect sales to total $3.48 billion. The estimates by various analysts, when averaged out, lead to an expectation of $3.265 billion in sales from Harvoni and Sovaldi in the fourth fiscal quarter.

Gilead is due to announce its fourth-quarter as well as full-year results on February 2. The company is expected to report revenue of $6.69 billion for the recently closed quarter, marking a year-over-year (YoY) growth of an impressive 114.7%. Earnings for the quarter, on the other hand, are expected to register a 318.3% YoY jump to amount to $2.18 per share. Gilead has beaten its earnings estimates in the past five out of eight quarters, while it has topped sales estimates for the past seven out of eight quarters.

For the full year, the company is expected to record revenue of $24.21 billion, an increase of 116.2% compared to last year. Earnings for the year are expected to come in at $7.78 per share, marking a YoY growth of 307%.

Gilead, which has enjoyed an impressive run in 2014, is likely to discuss its promising pipeline and commercial development plans in the conference call, as well as focus on the pricing dynamics in the hepatitis C market. The company has reiterated many a times that it is still negotiating with pharmacy-benefit managers and so far is happy with the prices and access it has been able to secure. Nonetheless, the company will probably need to field questions about its ability to retain a significant portion of the hepatitis C market amid increasing competition.

Gilead is also expected to continue to repurchase shares into 2015 so as to return greater value to its shareholders. The company purchased shares worth $40 million in fiscal 2014.

The company is also expected to cast some light on its ability to gain approvals for Sovaldi and Harvoni in Japan hopefully by the first half of 2015. There are also expectations that Harvoni’s label will be expanded to include the indication of genotype 3 form of the hepatitis C virus.

21.01.2015 07:56
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Can Gilead Sciences Beat Hep-C Estimates?

Evercore ISI’s Mark Schoenebaum thinks that, indeed, Gilead Sciences’ (GILD) sales of its hepatitis-C treatments could beat market expectations despite the ongoing price war withAbbVie (ABBV). He explains how:

We’ve received several requests for our 4Q’14 estimate of Harvoni / Sovaldi sales. Based on IMS data, we believe Gilead’s HCV 4Q14 US sales could come in at or above consensus’ $2.8Bn…

An important part of this analysis, recall, is you have to account for any inventory build, but more importantly adjust IMS implied sales with a capture rate. IMS implied sales historically (using IMS’s restated data) for Sovaldi have only captured ~80% of actual sales. This capture rate has been fairly consistent over the last 4 quarters…

 

HARVONI + SOVALDI

1.      Assuming *NO INVENTORY* impact, $1.2Bn Harvoni + $1.0Bn Sovaldi = $2.2Bn
2.      *WITH INVENTORY*, ~$1.7Bn Harvoni + $841MM = $2.6Bn
3.      With capture rate of 79-78%, $2.2Bn Harvoni + $1.1Bn Sovaldi = $3.3Bn (thus once you account for net inventory build and capture rate, that adds $1.1Bn) 

 

How does this compare to *US* consensus?

1.      $2.2Bn Harvoni (IMS implied) vs $1.5Bn (US consensus)
2.      $1.1Bn Sovaldi (IMS implied) vs $1.3Bn (US consensus)
3.      $3.3Bn Harvoni + Sovaldi (IMS implied) vs. $2.8Bn (US consensus)

Of course, Schoenebaum offers a caveat:

PLEASE NOTE:   ***The combined impact of inventory and capture rate adds $1.1Bn to IMS implied sales*** If our assumptions are wrong, Gilead could, of course, miss consensus.

Shares of Gilead Sciences have gained 2.6% to $103.31 at 1:59 p.m. today, while AbbVie has fallen 1.9% to $63.34.

19.01.2015 16:03
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Die Deals häufen sich (ein wenig verspätet w/ der SNB )

n">Jan 16 (Reuters) - Aetna Inc, the third-largest U.S. health insurer, said it has negotiated a discount with Gilead Sciences Inc for its hepatitis C treatment and will offer it as the preferred choice to its nearly 20 million commercial customers.

Aetna, which posted an updated coverage policy on its website on Friday, said in a statement that it believes its price is "competitive with other recently announced agreements for this class of therapy."

Aetna and other insurers have pushed back against the high price of hepatitis C treatments and other drugs, questioning their affordability after Gilead's first drug, Sovaldi, was priced at $84,000 per treatment, or roughly $1,000 per pill, in late 2013.

The agreement followed a clinical review of other FDA-approved therapies for hepatitis C, which includes the late December approval of AbbVie Inc.'s competing treatment. Since that approval, AbbVie and Gilead have given discounts to their list prices of 30 percent or more, according to analysts.

Aetna declined to comment on the size of the discount. The company said it is not updating its 2015 financial guidance at this time.

The agreement follows similar announcements by pharmacy benefit managers Express Scripts Inc and CVS Health .

15.01.2015 15:11
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Neuer Research-Bericht der UBS

AnhangGröße
PDF icon Gilead 15.01.2015345.57 KB
15.01.2015 09:45
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In Ergänzung an meinen obigen Kommentar, will ich mit dem Bild nochmals verdeutlichen, dass GILD nicht nur rein im HIV-Sektor tätig ist. In Zukunft wird GILD weitaus breiter aufgestellt sein und die Leader-Position verstärken.

15.01.2015 07:48
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Hannelore33 hat am 14.01.2015 - 20:21 folgendes geschrieben:

Lieber Hublot

vielen Dank für deine Erklärungen.

seeking alpha hat heute noch folgenden Text verschickt:

 

Express Scripts is Biotech's Grinch9:13 AM

Douglas W. House, SA News Ed...

  • Express Scripts' (NASDAQ:ESRX) success in containing the prices of new HCV therapies by pitting Gilead Sciences (NASDAQ:GILD) against AbbVie (NYSE:ABBV) is sending shock waves through the biotech/pharma industry. Most of the big players slumped yesterday as investors fear that ESRX's tactics will spread to other high cost areas like cancer and cholesterol.
  • At JPM15 yesterday, CEO George Paz said that the new cholesterol-lowering post-statin PCSK9 inhibitors will be the next big opportunity to pit drug firms against each other in order to drive costs down. FDA clearance of the first two therapies, one from Amgen (NASDAQ:AMGN) and the other from Regeneron Pharmaceuticals (NASDAQ:REGN) (NYSE:SNY), is expected to occur at about the same time.
  • The prices of emerging cancer therapies will also be in payers' crosshairs. Amgen's Blincyto, for example, costs $178,000 per standard course of treatment while Merck's (NYSE:MRK) Keytruda is close behind at $150,000.
  • Related tickers: (NYSE:AZN) (NYSE:GSK) (NYSE:LLY) (ABBV) (NYSE:PFE) (NASDAQ:BIIB) (NYSE:ABT) (NASDAQ:CELG) (NYSE:BMY) (OTCQX:RHHBY) (NYSE:JNJ) (NYSE:NVS) (OTCPK:BAYRY)

Ich glaube, so was Ähnliches hat der Cash-Guru auch erwähnt in einer seiner letzten Kolumnen.

 

Gruss

Hannelore

Nur hat der Cash-Guru oder Insider vergessen wie gross der Hep-C Markt ist. Da könnten noch mehrere ihr Stück vom Kuchen holen. Am 27. werden die Leute sehen, dass die ABBV-Zulassung keine wirklichen Auswirkungen hat. 

14.01.2015 20:21
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Lieber Hublot

vielen Dank für deine Erklärungen.

seeking alpha hat heute noch folgenden Text verschickt:

 

Express Scripts is Biotech's Grinch9:13 AM

Douglas W. House, SA News Ed...

  • Express Scripts' (NASDAQ:ESRX) success in containing the prices of new HCV therapies by pitting Gilead Sciences (NASDAQ:GILD) against AbbVie (NYSE:ABBV) is sending shock waves through the biotech/pharma industry. Most of the big players slumped yesterday as investors fear that ESRX's tactics will spread to other high cost areas like cancer and cholesterol.
  • At JPM15 yesterday, CEO George Paz said that the new cholesterol-lowering post-statin PCSK9 inhibitors will be the next big opportunity to pit drug firms against each other in order to drive costs down. FDA clearance of the first two therapies, one from Amgen (NASDAQ:AMGN) and the other from Regeneron Pharmaceuticals (NASDAQ:REGN) (NYSE:SNY), is expected to occur at about the same time.
  • The prices of emerging cancer therapies will also be in payers' crosshairs. Amgen's Blincyto, for example, costs $178,000 per standard course of treatment while Merck's (NYSE:MRK) Keytruda is close behind at $150,000.
  • Related tickers: (NYSE:AZN) (NYSE:GSK) (NYSE:LLY) (ABBV) (NYSE:PFE) (NASDAQ:BIIB) (NYSE:ABT) (NASDAQ:CELG) (NYSE:BMY) (OTCQX:RHHBY) (NYSE:JNJ) (NYSE:NVS) (OTCPK:BAYRY)

Ich glaube, so was Ähnliches hat der Cash-Guru auch erwähnt in einer seiner letzten Kolumnen.

 

Gruss

Hannelore

14.01.2015 08:02
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Hannelore33 hat am 13.01.2015 - 16:53 folgendes geschrieben:

Was ist heute bei GILD los? Warum brechen die über 3% ein? Und das bei diesem positiven Gesamtmark? Habe keine News gefunden....

Weiss jemand mehr?

Danke & Gruss

Hannelore

Sehr schade, die Kurse gestern. Meiner Meinung nach setzt hier immernoch der Preiskampf seine Note. (s. ABBV ebenfalls -3.6%) Folgende News könnte ebenfalls ausschlaggebend sein: 

http://www.wiwo.de/unternehmen/industrie/krankenkassen-gegen-gilead-stre...

Die Aktie wurde zur Panikaktie seit diesem Vorfall und man kann nur hoffen, dass dies schnell vorübergeht.

Ich persönlich blicke zuversichtlich auf die Ergebnisveröffentlichung, denn da wird GILD wieder zeigen was in ihr steckt. Vor 120$ verlässt kein Titel mein Depot Smile

TRX der KW1:

Harvoni: 6.100
Sovaldi: 2.377
Total 8.477

13.01.2015 16:53
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Was ist heute bei GILD los? Warum brechen die über 3% ein? Und das bei diesem positiven Gesamtmark? Habe keine News gefunden....

Weiss jemand mehr?

Danke & Gruss

Hannelore

12.01.2015 08:05
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Gilead Sc.: Winning

Gilead Sciences ( GILD) has wasted no time in striking back after Express Scripts ( ESRX) made AbbVie's ( ABBV) hepatitis-C drug its treatment of choice.

On Monday, Gilead Sciences said it inked a similar deal with CVS ( CVS), and then last night said it had reached a deal with health-insurer Anthem ( ANTM). Maxim's Jason Kolbert thinks the deals are big wins for Gilead:

As we have previously stated, the attributes of Harvoni will win the day. These include the single tablet regimen (STR) as well as the fact that Viekira Pak requires co-administration with ribavirin in "most HCV genotype 1 patients" and potentially a much longer time duration (up to 24 weeks) vs. Harvoni (as short as 8 weeks). Also mentioned were the large number of drug-drug interactions for Viekira vs. Harvoni (none)

Again, have a little faith in Gilead: Gilead is a master marketing company and Harvoni is the best HCV therapy in the marketplace in a Single Tablet Regimen. Let's not underestimate patient compliance and ease of use (physicians won't). We expect price and share competition, which is factored into our model. Ask yourself, as a patient which therapy would you choose? 

09.01.2015 08:21
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Und Gerüchte werden zu Fakten Smile

Anthem selects Gilead as primary supplier of hepatitis C drugs

n">Jan 8 (Reuters) - Health insurer Anthem Inc on Thursday said it reached a deal under which Gilead Sciences Inc's hepatitis C drug Harvoni will be the primary treatment for patients infected with the most common strain of the liver-destroying virus.

Anthem said the deal effectively lowers its hepatitis C treatment costs. "We were able to achieve a very competitive rate and a freeze on retail pricing for 2015," the insurer said in an emailed statement. "That does favorably impact plan costs for 2015."

Gilead has come under fire for the high cost of Harvoni, as well as predecessor drug Sovaldi, which was launched in late 2013 at a price of $1,000 per pill. Harvoni has a list price of $94,500 for 12 weeks of treatment, or $1,125 per daily pill.

Last month, AbbVie Inc began sales of a competing drug, Viekira Pak, at a similar list price. Express Scripts Holding Co, the largest U.S. pharmacy benefit manager, subsequently chose AbbVie's drug as the exclusive option for patients in its largest commercial plan, covering 25 million people.

CVS Health Corp, the nation's second-largest pharmacy benefit manager announced earlier this week it had selected Gilead's drugs as its exclusive option for patients on commercial plans as well as those covered under its healthcare exchange plans, Medicare and Medicaid.

More than three million people in the United States are believed to be infected with hepatitis C. (Reporting by Deena Beasley; Editing by James Dalgleish)

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