Gilead Has To Keep Playing The Exclusion Game

Aug. 21, 2022 11:52 AM ETGilead Sciences, Inc. (GILD)19 Comments


  • After a long period of flat sales and Biktarvy ramped up while cannibalising its HIV peers, finally HIV produces nice growth.
  • However, now Veklury, the vaunted first COVID-19 treatment, is the black sheep and drags on results.
  • COVID-19 has become increasingly attenuated and trifling on the backdrop of substantial inflation, rising mortgage payments and latent economic concerns.
  • On balance, GILD still looks cheap. It cannot yet claim growth, but once Veklury declines become dominated by the HIV and Biktarvy juggernaut, it can claim a slow-growth profile.
  • Looking for a helping hand in the market? Members of The Value Lab get exclusive ideas and guidance to navigate any climate. Learn More »

Maker Of Coronavirus Trial Drug Remdesivir, Gilead Sciences. Inc., Reports Positive Data Coming From Trials

Justin Sullivan

Gilead Sciences (NASDAQ:GILD) is a company we admittedly touted at some point as we discussed our concerns with rates, which at the time we thought would have to go above market-expected levels, and they did. Gilead

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