Recent

% | $
Quotes you view appear here for quick access.

BB&T Corporation Message Board

lookoutgrady 3 posts  |  Last Activity: Apr 7, 2015 5:44 AM Member since: Nov 15, 2007
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • lookoutgrady lookoutgrady Apr 7, 2015 5:44 AM Flag

    Clearly Gilead senior management has guided conservatively and the City numbers are conservatively as well, which will setup Gilead for a nice beat. Stock should be a target of 120 now, but eventually will get there and even higher.

  • " In the eighth week of launch AbbVie’s (ABBV) Viekira Pak posted 220 TRx which are comparatively lower than Sovaldi’s TRx of 2,646 and Harvoni’s 5,302. As Viekira Pak has data reporting restrictions in the mail channel, there is lack of clarity on the reliability of the data."

    That is not even funny - AbbVie will drop like a rock

    Sentiment: Strong Buy

  • It depends on who you ask. Citigroup’s Yaron Werber notes that sales of Gilead Sciences (GILD) hepatitis-C treatments–Harvoni and Sovaldi–are doing better than he expected but are still below the Street consensus. He explains:

    During the week of Feb 13th, Harvoni weekly [total prescriptions, or] TRx increased 5.2% and [new prescriptions, or] NRx increased 11.2%. TRx scrips are 8,832 up from 8,396 and NRx scrips are 4,277 up from 3,876 last week.

    Gilead Q1:15 U.S HCV sales are tracking at $2.46B vs. Citi of $2.15B and consensus $2.71B. We assume a 46% gross to net discount and 5% growth in Harvoni TRx every week and 30% gross to net discount and flat TRx for Sovaldi for rest of the quarter. In the eighth week of launch AbbVie’s (ABBV) Viekira Pak posted 220 TRx which are comparatively lower than Sovaldi’s TRx of 2,646 and Harvoni’s 5,302. As Viekira Pak has data reporting restrictions in the mail channel, there is lack of clarity on the reliability of the data.

    Shares of Gilead Sciences have dipped 0.2% to $102.55, while AbbVie has gained 3.2% to $60.92 after Jefferies named the company its top pick among pharmaceuticals.

    Sentiment: Strong Buy

BBT
40.41-0.05(-0.12%)9:53 AMEDT