会议主要讨论的核心内容 - 公司正在建设一个多元化的业务组合 HIV业务仍是公司的核心 [3][6] - 在肿瘤领域公司正在建立一个早期管线 Trodelvy在三阴性乳腺癌和肺癌等适应症表现良好 [7][15][33] - 公司正在开发TIGIT抑制剂 在胃癌适应症上有希望成为首个上市的TIGIT抑制剂 [89] - 公司正在开发长效HIV预防药物 每6个月注射一次的方案有望大幅提高患者依从性 [101][130] 问答环节重要的提问和回答 问题1 **Michael Yee 提问** 公司在肺癌适应症上Trodelvy的表现如何 是否有望在一线治疗获得批准 [20][34] **Merdad Parsey 回答** 公司在一线肺癌适应症的EVOKE-03研究进展顺利 预计2025年后可能有数据读出 希望能够展现优于化疗联合免疫checkpoint抑制剂的PFS和OS获益 [35][37][39] 问题2 **Michael Yee 提问** 公司在HR阳性乳腺癌适应症上如何看待Daiichi的新药竞争 [54] **Merdad Parsey 回答** Trodelvy和Daiichi的新药针对不同靶点 两者可能在不同人群中发挥作用 公司对Trodelvy在HR阳性低HER2表达人群中的表现更有信心 [56][61] 问题3 **Michael Yee 提问** 公司在三阴性乳腺癌一线治疗的ASCENT-03研究何时有数据读出 与竞争对手AstraZeneca相比有何优势 [66][67] **Merdad Parsey 回答** ASCENT-03研究预计今年底或明年初有数据读出 公司对Trodelvy的耐受性优势有信心 具体表现需要等待最终数据 [70][73]

Gilead Sciences, Inc. (NASDAQ:GILD) Jefferies 2024 Global Healthcare Conference June 5, 2024 11:00 AM ET Company Participants Merdad Parsey - Chief Medical Officer Conference Call Participants Michael Yee - Jefferies Michael Yee I am very happy to have up here with us Chief Medical Officer of Gilead, Merdad Parsey. It's great to have you with us fresh off of four or five days of ASCO. So lots to talk about. Question-and-Answer Session Q - Michael Yee Maybe just opening up for Gilead, I'd love to just have y ...

Gilead Sciences, Inc. (GILD) and partner Arcus Biosciences, Inc. (RCUS) announce new data from Cohort B of the ARC-9 study.ARC-9 is a phase Ib/II study evaluating the safety and efficacy of etrumadenant (E), a dual A2a/A2b adenosine receptor antagonist, plus anti-PD-1 antibody zimberelimab (Z), FOLFOX and bevacizumab (“EZFB”), in three cohorts of patients suffering from metastatic colorectal cancer (mCRC).Cohort B of ARC-9 randomized 112 patients with comparable baseline characteristics between two arms: EZ ...

ffikretow/iStock via Getty Images My last article about Gilead Sciences, Inc. (NASDAQ:GILD) was published in August 2023 and once again the stock declined while the overall market outperformed. Back then, the stock was trading for $77, and Gilead Sciences declined 12% while the S&P 500 (SPY) increased 20% in the same timeframe. But the story that Gilead Sciences underperformed the S&P 500 is not news at this point. Gilead Sciences underperformed the S&P 500 basically on every timeframe - 6 months, 1 year, 3 ...

Olivier Le Moal I will say this pick is based more on a hunch (honed over 37 years of trading) than any concrete news catalyst or technical trading evidence. I bought a stake in Gilead Sciences (NASDAQ:GILD) recently on the view a bear market and recession will eventually force investors to move money into defensive ideas like pharmaceuticals. This group has an excellent history of witnessing massive flight-to-safety money flows during stressful periods overall on Wall Street. Specifically, Gilead has p ...

Yuji SakaiMy goal is to track the 500 world's best companies, and we use a few lists as a proxy. Every dividend aristocrat and champion, including foreign ones (25-plus year dividend growth streaks). Top 100 holdings in VIG (aristocrat and future aristocrat ETF). Top 100 holdings in SCHD (gold standard high-yield blue-chip ETF). Top 100 holdings in IWY (gold standard growth ETF). A recent addition is Gilead Sciences (NASDAQ:GILD), which many people have asked me about recently, as the yield has risen ...

While it tends to fly under the radar for many people, the biotech industry has seen a resurgence in investor interest over the last couple of years. While there could be several reasons for this, such as the COVID-19 pandemic bringing the value of biotechnology to the forefront or even the expansion of education in the biosciences, the fact remains – biotech is getting more attention than ever before. Nowadays, both institutional and retail investors are discussing which are the best biotech stocks to buy ...

文章核心观点 - 吉利德科学公司宣布其管线候选药物seladelpar的ASSURE研究取得积极的中期结果 [1][2][3] - seladelpar是一种首创的口服选择性PPAR-delta激动剂,正在评估用于治疗原发性胆汁性胆管炎(PBC) [1][2] - 该研究结果显示seladelpar可以改善胆汁淤积和炎症指标,并有助于减轻PBC患者的瘙痒症状 [2][3] 公司和行业信息 - seladelpar是吉利德科学公司通过收购CymaBay Therapeutics公司而获得的管线候选药物 [2] - 美国FDA已经给予seladelpar用于治疗PBC(包括瘙痒)的优先审评地位,欧洲也在审评中 [3] - seladelpar还获得了FDA突破性疗法认定和孤儿药资格认定,以及欧洲PRIME地位 [3] - 吉利德科学公司的股价今年迄今下跌16.4%,而同期行业下跌5% [3] - 吉利德科学公司正在努力拓展其业务范围,收购CymaBay有助于补充其肝病产品组合 [4] - 目前PBC治疗药物包括Intercept Pharmaceuticals的Ocaliva [4]

HIV治疗市场 - Gilead在HIV治疗市场占有率超过70%，其中Biktarvy是市场标准，市场份额达到49%[5],[6] - HIV治疗市场每年增长约2-3个百分点，预计2024年HIV增长率为4%[10],[11] - 预计lenacapavir用于HIV预防将于2025年底推出，预计市场机会巨大，目前市场规模约30亿美元，Gilead拥有40%市场份额[12],[13] Trodelvy在乳腺癌领域 - Trodelvy在第二线转移性三阴性乳腺癌领域占据领先地位，但仅有1/3患者接受Trodelvy治疗，仍有增长空间[24],[25] Seladelpar - Seladelpar预计将于2025年实现盈亏平衡，并在2026年开始增值[43],[45] 多发性骨髓瘤市场 - 多发性骨髓瘤市场规模约为120亿美元[48] lenacapavir - lenacapavir在治疗领域已被证明有效，目前市场机会较小但存在巨大的医疗需求[54] - lenacapavir用于预防HIV的两项试验将有望在2025年获得批准[53] 其他信息 - Gilead在泌尿学、炎症和肿瘤领域有明确的关注重点[64] - Gilead将继续寻找机会进行商业发展和资本配置[65] - Gilead对当前的产品管线充满信心，同时也持续寻找机会进行战略投资[67]

业绩总结 - BIKTARVY在第一季度的销售额同比增长了10%[5] - TRODELVY目前的销售额为10亿美元，有望在未来继续增长[37] - 公司在Q&A环节中提到了未来三年的盈利预期，预计每年增长率将达到15%以上[93] 用户数据 - BIKTARVY在美国HIV患者中的市场份额达到49%[5] - HIV预防市场在第一季度同比增长了11%[26] - 有关公司在新兴市场的业务表现，其中印度市场增长最为显著，销售额同比增长了30%[93] 未来展望 - 预计到本十年末，Gilead将推出至少4种新的HIV治疗疗法[12] - 预计至少一半的HIV市场将转向长效疗法[21] - 公司表示，目前正在进行一项重大收购交易，预计将在下个财年对公司的盈利产生积极影响[93] 新产品和新技术研发 - Gilead在临床开发中有9个治疗HIV的项目，其中8个是长效疗法[11] - 预计lenacapavir将在2025年获得预防性每六个月皮下注射的批准[29] - 公司在肝病领域进行了一项收购，收购了一家名为CymaBay的公司，该公司的产品已在美国和欧洲申请批准用于治疗PBC，这将成为公司在炎症和免疫疾病领域的重要产品[84]