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BUY Recommendation: Gilead Sciences (GILD). Company Overview Gilead Sciences, Inc. is a research-based biopharmaceutical company found in 1987 that discovers,

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Presentation on theme: "BUY Recommendation: Gilead Sciences (GILD). Company Overview Gilead Sciences, Inc. is a research-based biopharmaceutical company found in 1987 that discovers,"— Presentation transcript:

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 Type Number of Product In Development HIV/AIDS63 Liver Disease28 Cardiovascular33 Respiratory23 Other35

4 HIV vs Hepatitis Characteristic HIVHepatitis C U.S Death Annually12,70015,000 Infected Population Worldwide 34 Million170 Million

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

10 HIV vs Hepatitis Characteristic HIVHepatitis C Risk of reinfection Reinfection with HIV happens. In many cases it may not have serious implications unless the new virus is drug resistant Reinfection with hepatitis C occurs, and being reinfected with a different genotype may make it more difficult to treat. How infectious outside the body HIV is a fragile virus. Dies quickly when outside of the human body HCV is a tougher virus. Can live for days outside of the human body. Speed of progression People can live with HIV for many years without symptoms (average 5-8 without treatment). People can live with HCV for many years without symptoms (average over for people with coinfection).

11 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 Sofosbuvir vs Competitors

12 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 Analyst Opinion: 20 Buy, 2 hold, 0 sell GILD’s nearest nine competitors averaged 54% buys Striblid approved

15 Investment Information GILD vs S&P Biotechnology Index Striblid approved Prev Close: y Target Est: wk Range:22.67 – Avg Vol (3m):9,559,490 Market Cap:74.99B P/E (ttm):30.03 EPS (ttm):1.64 Div & Yield:N/A Forward P/E:30.03

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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