Yale College Student Investment Group . Gilead Sciences Inc. (GILD). Presented by: Sudharshan Mohanram , Frank Han. Investment Thesis. Why is stock ‘undervalued’?
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Overreaction: Gilead Sciences reported disappointing results on its hepatitis C drug GS-7977's study, and its market capitalization fell by as much as $6 billion since the announcement.
Why will the price rebound?
GS-7977 will likely become the leading therapy in treating Hepatitis C and new trials will be created to allow use in Genotype 1 patients. New data on Genotype 1 patients will be released in the coming weeks.
Firm’s HIV business is the global leader in a rapidly growing and highly profitable market, driving growth of company for the foreseeable future.
Gradual returns from 11 billion dollar acquisition of Pharmasset
Potential FDA approval of revolutionary drugs that will create new, robust revenue streams
Company has limited risks, with a diversified portfolio of drugs as well as no major patents expiring until 2018
Atripla: Atripla is the first once-daily single-tablet regimen for HIV intended as a stand alone therapy or in combination with other antiretrovirals.
Truvada: An oral formulation dosed once a day as part of combination therapy to treat HIV infection in adults. It is a fixed-dose combination of our antiretroviral medications, Viread and Emtriva.
Viread: An oral formulation of a nucleotide analog reverse transcriptase inhibitor, dosed once a day as part of combination therapy to treat HIV infection in patients 2 years of age and older.
Complera/Eviplera: The second complete single-tablet regimen for the treatment of HIV and is a fixed-dose combination of our antiretroviral medications, Viread and Emtriva, and Tibotec Pharmaceuticals’ Edurant.
Emtriva: An oral formulation of a nucleoside analog reverse transcriptase inhibitor, dosed once a day as part of combination therapy to treat HIV infection in adults.
2. Liver Disease
Viread: An oral formulation of a nucleotide analog reverse transcriptase inhibitor, dosed once a day for the treatment of chronic hepatitis B in adults.
Hepsera: An oral formulation of a nucleotide analog polymerase inhibitor, dosed once a day to treat chronic hepatitis B in patients 12 years of age and older.
Letairis: An oral formulation of an endothelin receptor antagonist (ERA) indicated for the treatment of pulmonary arterial hypertension.
Ranexa: An extended-release tablet for the treatment of chronic angina.
Lexiscan/Rapiscan: An injection is indicated for use as a pharmacologic stress agent in radionuclide myocardial perfusion imaging (MPI), a test that detects and characterizes coronary artery disease, in patients unable to undergo adequate exercise stress.
Cayston: An inhaled antibiotic for the treatment of respiratory systems in cystic fibrosis (CF) patients 7 years of age and older with Pseudomonas aeruginosa (P. aeruginosa).
Tamiflu: An oral antiviral available in capsule form for the treatment and prevention of influenza A and B.
AmBisome: A proprietary liposomal formulation of amphotericin B, an antifungal agent to treat serious invasive fungal infections caused by various fungal species in adults.
Vistide: An antiviral injection for the treatment of cytomegalovirus retinitis in adult patients with AIDS.
Macugen: An intravitreal injection of an anti-angiogenic oligonucleotide for the treatment of neovascular age-related macular degeneration.
The European Association for the Study of the Liver decides that it will disclose hepatitis C clinical data online on April 4th
Earnings reports on April 18th, announcement of the drug Quad
Further clinical experimentation to verify the results of three clinical trials with Truvada, which suggest healthy people should take HIV drugs to prevent infection with the virus that causes AIDS
The market for hepatitis C drugs is expected to soar to $16 billion in 2015 from $1.7 billion in 2011 in major commercial markets. Gilead has well positioned itself in the Hepatitis C drug market by acquiring Pharmasset