One of the things that analysts are watching out for is the impact of patent expirations on the company's revenue and margin. Gilead's HIV franchise saw the first important patent expirations in 2017, and the firm needs to convert patients to newer products like Genvoya and Biktarvy to avoid a significant hit to sales.
Gilead generates stellar profit margins with its HIV and HCV portfolio, which requires only a small salesforce and inexpensive manufacturing. What Gilead needs to drive business further is HCV market stabilization, strong continued innovation in HIV, solid pipeline data, and smart future acquisitions to return to growth.
www.finstead.com/bit...preview-July-17-2018
Gilead generates stellar profit margins with its HIV and HCV portfolio, which requires only a small salesforce and inexpensive manufacturing. What Gilead needs to drive business further is HCV market stabilization, strong continued innovation in HIV, solid pipeline data, and smart future acquisitions to return to growth.
www.finstead.com/bit...preview-July-17-2018