- Gilead (NASDAQ:GILD) fell 30% last year in part thanks to the continued decline in hep-C sales, but also as management couldn't convince investors of a plan for the future, writes Ben Levisohn in Barron's. Keeping that in mind, RBC's Michael Yee has nine questions to ask when the company reports its Q4 next month.
- Among them ... Do you sense that US Hep C scripts are finally flattening out and visibility and predictability is significantly better than last year?
- Gilead recently struck a deal with Express Scripts Holding (NASDAQ:ESRX) and Harvoni is now on the formulary with preferred access with AbbVie (NYSE:ABBV). How did this come about and how do you anticipate this will impact share for 2017 in the U.S.?
- What has Merck (NYSE:MRK) been doing in the US Hep C market and is most of their share gains all from AbbVie?
- Can you confirm that you hired a new Head of M&A from Lazard and what his role will be?
- What can you say about your Phase I “FXR” drug and the potency as compared to Intercept Pharmaceuticals (NASDAQ:ICPT)?
- Gilead is higher by 3.3% to start the new year.