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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (59020)	2/7/2017 8:43:53 AM
From: Micah Lance	of 78744

RE: GILD, I wont say much as I've posted a few times about it already but the falling revenues are due to their HepC franchise declining. Their HepC franchise has a 96% cure rate which is great for society but bad from an earnings stand point as patient take the regiment and are done, whereas somebody with HIV will be a long term continuous user of the drug. Since the new year, management has been really pumping HIV as a short term solution, specifically their bictegravir compound for HIV. They previously mentioned they are going to guide HepC and HIV separately this quarter to highlight the strength in HIV. They have some good candidates in their pipeline, however it could use some work. Earnings are after market today, so maybe some more clarity will be provided about HepC which is seemingly the only thing the market is focusing on currently.

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