BLOO7 schreef op 7 mei 2018 11:43:
“
Investors are desperately waiting for Gilead’s revenue to trough after two years of declines and are looking for signs that Gilead is poised to re-rate,” Cowen analyst Phil Nadeau wrote in a note to clients.
www.bloomberg.com/news/articles/2018-...Yescarta, Gilead’s cancer drug was a bright spot while experimental therapies including the drugmaker’s autoimmune drug filgotinib and liver disease pipeline may make this a clinical story in the latter half of the year.
...
“Overall, we’d characterize the quarter as forgettable with lower revenues and a slightly higher than expected tax rate driving weaker earnings. Fundamentally, we think that the pipeline (filgotinib and NASH) and the early stage progress with commercial Yescarta are enough to drive investor interest and easier comps in 2H18 for HIV / HCV are enough for Gilead to finally be positive on revenue/non-GAAP EPS growth looking to 2019.”
Hup Gala Hup.