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Gilead Sciences, Inc. Matt Stasie Kelly Schumm

Gilead Sciences, Inc. Matt Stasie Kelly Schumm. Business Model. Research-based biopharmaceutical company Focused on life-threatening diseases: HIV/AIDS Liver disease (Hepatitis B & C) Cardiovascular Respiratory Operations: North America (55%) Europe (37%) Asia Pacific (8%).

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Gilead Sciences, Inc. Matt Stasie Kelly Schumm

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  1. Gilead Sciences, Inc. Matt Stasie Kelly Schumm

  2. Business Model • Research-based biopharmaceutical company • Focused on life-threatening diseases: • HIV/AIDS • Liver disease (Hepatitis B & C) • Cardiovascular • Respiratory • Operations: • North America (55%) • Europe (37%) • Asia Pacific (8%)

  3. Economic Moat • HIV franchise • Minimal patent expiration • Acquisitions • Pharmasset • Hepatitis C market • GS-7977

  4. Patent Expirations Acquisitions

  5. Key Products • Atripla (40%) • Truvada (35%) • Viread (9%)

  6. Peer Comparison

  7. Profitability

  8. Operating Margins

  9. Valuation • Current Price: $45.72

  10. Why Buy Now? • Expanding Moat • Pharmasset (GS-7977) • Launch of Complera/Eviplera • NDA for “Quad” single-tablet (August review date) • UNDERVALUED!

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