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BUY Recommendation: Gilead Sciences (GILD)

BUY Recommendation: Gilead Sciences (GILD). Company Overview. Gilead Sciences, Inc. is a research-based biopharmaceutical company found in 1987 that discovers, develops and commercializes innovative medicines in areas of unmet medical need. . Current Portfolio. HIV vs Hepatitis. HIV Drug.

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BUY Recommendation: Gilead Sciences (GILD)

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  1. BUY Recommendation: Gilead Sciences (GILD)

  2. Company Overview • Gilead Sciences, Inc. is a research-based biopharmaceutical company found in 1987 that discovers, develops and commercializes innovative medicines in areas of unmet medical need. 

  3. Current Portfolio

  4. HIV vs Hepatitis

  5. HIV Drug -Stribild (QUAD): First HIV treatment regimen that combine drugs from the same company. -4 in one pill -#1 HIV regimen in the US

  6. Company Profile • In 2012, Gilead was ranked #2 in Fortune magazine’s list of fastest-growing corporations by 10-year profits • In 2012, Harvard Business Review ranked Gilead’s Chairman and chief executive officer, John C. Martin, #5 on its list of the 100 best-performing CEOs in the world, as well as the top-ranked health care CEO.

  7. Medicine Patent Pool (MPP) Gilead is the first pharmaceutical company to sign an agreement with the Medicines Patent Pool, which is working to increase global access to high-quality, low-cost antiretroviral therapy through the sharing of patents. The Patent Pool has been granted similar licensing terms for Gilead HIV medicines as our generic manufacturing partners. Gilead has Medicines Patent Pool the right to develop and distribute its in 100 developing countries.

  8. Medicine Patent Pool (MPP)

  9. Medicine Patent Pool (MPP)

  10. HIV vs Hepatitis

  11. Sofosbuvir vs Competitors • Gilead’s Sofosbuvir is all-oral treatment that has 100% cure rate through 2 stages of clinical trail. • Sofosbuvir is a once a day, single pill treatment that eliminates the need for interferon

  12. Sofosbuvir vs Competitors • Bristol Myers Squibb Co. (BMY) made its own big hep-C acquisition, but the experimental drug turned out to cause one patient death and complications with others, forcing the company to drop development. • Idenix Pharmaceuticals, Inc. (IDIX) had two of its hep-C prospects put on clinical holds back in November due to safety concerns. Idenix discontinued their clinical development programs for 2 hep-C drug candidates in February

  13. Sofosbuvir vs Competitors • Vertex Pharmaceuticals Incorporated (VRTX) and Merck & Co., Inc. (MRK) ’s Hep-C treatment require intravenous administration and can cause flu-like symptoms for nearly a year during treatment. Vertex’s Hep-C drug had 79% cure rate through 3 stages of clinical trail.

  14. Sofosbuvir vs Competitors Striblid approved Analyst Opinion: 20 Buy, 2 hold, 0 sell GILD’s nearest nine competitors averaged 54% buys

  15. Investment Information Striblid approved GILD vs S&P Biotechnology Index

  16. Portfolio Placement / Recommendation • Sector : Healthcare • Current Holdings: ABT, ABBV, HLF, XLV • Target Sector Allocation: 6% • Current Sector Allocation: ~4.9% • Remaining Allocation:~ 1.1%, ~$6000 • BUY 125 shares of SGYP at market value (approx. $6000, 21% of portfolio) • Holding Period/Exit Strategy:  2-3 years. Aiming for long-term profitability and potential

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