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Als een bedrijf word afgestraft op cijfers is het altijd moeilijk om de 1e week erna duiding aan te geven. Is de reactie terecht of overdreven? En in hoeverre heeft Trump effect op de markt? We hebben het hier over een gezond bedrijf. Wat uniek is in de markt waarin het zich begeeft. Wil niet speculeren over overnames, maar als ze dat overwegen kan dat zonder teveel pijn voor de aandeelhouders. Als ik er met een TA oog er naar kijk kan ik zeggen het is positief dat we niet onder de 65 zijn geraakt. Word pas positief als we de 67,50 weer zijn gepasseerd. De onderkant ligt rond de 60. Dit alles los van de EUR/USD wat voor ons in het nadeel als voordeel kan werken!
Gilead challenges GSK with strong HIV drug data [Reuters] February 14, 2017 LONDON (Reuters) - Gilead Sciences has thrown down a challenge to GlaxoSmithKline with good clinical trial results for an experimental HIV drug that works in the same way as the British group's successful dolutegravir. Gilead's bictegravir, another so-called integrase inhibitor drug, delivered 97 percent virus suppression, making it just as effective as GSK's product, data presented at a medical meeting in Seattle late on Monday showed. Importantly, there were no cases of resistance emerging to the new medicine in the 98-patient Phase II study and no patients discontinued treatment due to kidney problems, which can be an issue with HIV treatments. Potential drug resistance is a key consideration for the new drug because dolutegravir is valued by doctors for its excellent resistance profile. Berenberg analyst Laura Sutcliffe said the results were good news for Gilead but the data was not yet conclusive, since findings from larger Phase III tests are due later in the year. Gilead is pinning its hopes on bictegravir to stay competitive with GSK and the U.S. company has been testing the new medicine alongside two older drugs. GSK, meanwhile, is working on a dolutegravir-based two-drug treatment regimen for controlling the virus behind AIDS, a development that marks a departure from conventional triple drug cocktails. Detailed findings from two Phase III trials testing the new two-drug combination were presented at the Conference on Retroviruses and Opportunistic Infections in Seattle. GSK already said in December that these studies were successful. GSK sells its HIV drugs through its majority-owned ViiV Healthcare unit, in which Pfizer and Japan's Shionogi hold minority stakes. GSK shares were 0.6 percent lower by 0830 GMT (3:30 a.m. ET).
DeZwarteRidder schreef op 15 februari 2017 08:22 :
Je mag vaker wat posten ;-) Dan stijgt de koers tenminste. Nu op een weerstand van 70,76 kijken of we de gap kunnen sluiten.
What Could Vemlidy Mean For Gilead? Feb. 21, 2017 12:12 PM ET|8 comments| About: Gilead Sciences, Inc. (GILD), Includes: BMY, RHHBY Jonathan WeberFollow(3,413 followers) Summary Vemlidy has been approved in the US, most of Europe and Japan in the last months. Hepatitis B patient count is much higher than HCV patient count. The market value is a lot lower though. Vemlidy could add $1 billion to Gilead's top line. Gilead's (NASDAQ:GILD) biggest franchises are its HCV business and its HIV business, but the company is active in other areas as well. One of those is Hepatitis B, where Gilead could see some growth in the next years thanks to its new drug Vemlidy. Gilead's shares spiked down to the mid 60s after weak guidance for the current year, but shares have recovered almost 10% since -- yet shares are still down by a huge amount over the last months. Since HCV sales have been declining steadily over the last quarters, Gilead needs to find growth in other therapeutic areas. One of these could be Hepatitis B, where Gilead's drug Vemlidy has been approved in a couple of countries over the last months. The total hepatitis B patient count is a lot higher than the hepatitis C patient count (about 350 million (according to the CDC) and 140 million, respectively), and hepatitis B takes almost 700,000 lives a year -- yet HCV will not nearly become as big a market for Gilead as HCV has been over the last years. This is due to the nature of the drugs Gilead has developed for each disease, and it is also due to how the patients are distributed over the world: Gilead's HCV drugs Sovaldi and Harvoni cure patients and thus allow for a huge immediate benefit for the patient as well as for the insurer, as the cure costs a lot of money right now but means that the disease will not lead to any follow-up costs in the future. Vemlidy, on the other hand, does not cure hepatitis B, but rather treats the patient to make the disease more endurable. This means that the price Gilead can demand for Vemlidy, as well as the demand for the drug are lower in comparison to the company's HCV drugs. In general, meaningful drug revenues are generated in North America, Europe, Japan and a couple of other countries such as Australia and New Zealand, but a lot of countries in the world are not able to pay high prices for new, high performing drugs, and thus do not provide a lot of sales potential for drug companies such as Gilead. The hepatitis B patient count in the world is a lot bigger than the HCV patient count, but in the richer countries this is not necessarily true as well -- the CDC estimates that a total 1.2 million people in the US have an HBV infection, whereas the HCV patient count is estimated around 2.5 to 3 million. More than 80% of HBV patients live in Africa, SE Asia and the Western Pacific, which means that hundreds of million of HBV patients live in countries where there is no potential for meaningful sales for Gilead (and its competitors). As we can see in this map, the HBV infection rate is low in most of North America, in North and West Europe, in Australia and New Zealand. Japan is an exception among the richer nations, here the infection rate is what the CDC calls moderate, meaning higher patient counts compared to the US and Europe (on a relative basis), which means that Japan, with roughly 1 million HBV infected people, could be one of the key markets for Gilead's HBV franchise. In Japan Vemlidy was approved in December 2016, the drug has also been approved in the US and in 30 European states recently (in November and in January, respectively). With marketing authorization in these key states it looks like Vemlidy could be a much needed revenue growth generator for Gilead this year and beyond. Vemlidy (TAF) offers treatment benefits at least as good as those of Viread (NYSE:TDF), at less than one tenth the dosage, which means patients will suffer less adverse effects (such as bone marrow problems). This will likely be one of the key selling points for Gilead's new HBV drug, which could mean a benefit over competing products such as Pegasys by Roche (OTCQX:RHHBY) and Entecavir by Bristol-Myers Squibb (NYSE:BMY). As the hepatitis B market is expected to grow by low to mid single digits over the next years, to hit a market size of $3.5 billion in four years, Vemlidy could become a drug that contributes a billion dollars or more to Gilead's top line in the near future (this would require a market share of a little below 30%). In addition to Vemlidy, Gilead is also investigating another drug for hepatitis B, GS-9620. GS-9620 has shown it can suppress serum and liver HBV DNA long term with short term oral administration. The drug, which is also tested in other areas such as HIV, is being evaluated in a phase II study that has ended recently, no results have been publicized yet. Takeaway Despite being a much bigger disease than HCV regarding patient counts, the hepatitis B market is less valuable than the HCV market, where Gilead holds a dominant position. HBV sales could still add a significant amount to Gilead's top line going forward, and unlike the HCV market the HBV market is expected to continue to grow for years. Vemlidy, which has received marketing approval in all important regions over the last months, could allow Gilead to conquer a meaningful amount of that market thanks to its high tolerability and low adverse effects. Author's note: If you enjoyed this article and would like to read more from me, you can hit the "Follow" button at the top of the page, right next to my name and icon, to get informed about new articles. Disclosure: I am/we are long GILD.
Gilead Sciences has added a news release to its Investor Relations website. Title: Gilead Sciences to Present at the Barclays Global Healthcare Conference on Tuesday, March 14 Date(s): 28-Feb-2017 5:00 PM For a complete listing of our news releases, please click here Webcast Available Through Gilead Corporate Website FOSTER CITY, Calif.--(BUSINESS WIRE)--Feb. 28, 2017-- Gilead Sciences, Inc. (Nasdaq: GILD) today announced that John F. Milligan, PhD, Gilead's President and Chief Executive Officer, will participate in a fireside chat at the Barclays Global Healthcare Conference in Miami on Tuesday, March 14 at 9:00 a.m. Eastern Time. The audio portion of the fireside chat will be accessible live through the company's Investors page at www.gilead.com/investors. Please connect to the company's website at least 15 minutes prior to the start of the presentation to ensure adequate time for any software download that may be required to listen to the webcast. The replay will be available for 14 days following the pres
Gaat Gilead nog meebieden op GEnfit?
Late on Friday a report by Streetinsider noted that Gilead (Nasdaq: GILD) has expressed an interest in acquiring Incyte Corporation (NASDAQ:INCY). Shares of the company closed up 8% to $149.16. Bericht op forum Galapagos hedenmiddag
Onderzoek naar nieuwe hiv-preventiepil 7 min geleden De GGD in Amsterdam doet mee aan een internationaal wetenschappelijk onderzoek naar een nieuwe hiv-preventiepil. Daaruit moet blijken of het experimentele geneesmiddel F/TAF veilig en effectief is voor het voorkomen van een hiv-infectie bij gezonde volwassenen. Geïnteresseerde homomannen en transgender vrouwen die seks hebben met mannen kunnen zich tot en met 26 maart aanmelden, maakte de gezondheidsdienst vrijdag bekend. De nieuwe PrEP-pil (zo heet een pil met hiv-remmers om een hiv-infectie te voorkomen) heeft volgens het farmaceutische bedrijf Gilead Sciences minder bijwerkingen dan het huidige middel, zoals verminderde nierfunctie of botontkalking. PrEP is bedoeld voor mensen die niet met hiv zijn geïnfecteerd, maar wel een verhoogd risico lopen om geïnfecteerd te raken. In totaal zullen ongeveer 5000 proefpersonen meedoen in ongeveer honderd centra in Noord-Amerika en Europa. Het aantal personen dat in Nederland kan deelnemen aan de studie is afhankelijk van de snelheid waarmee internationaal het totaal aantal deelnemers bereikt wordt. Het Aidsfonds stelt in een reactie dat de bestaande en bewezen effectieve PrEP-pil nog steeds niet toegankelijk en betaalbaar is in Nederland. ,,Het is het schrijnend dat mensen moeten kiezen voor deelname aan een onderzoek, om toegang te krijgen tot de hiv-preventiepil, PrEP. Het voorkomt hiv, bespaart kosten en bevrijdt mensen van angst voor hiv'', aldus het fonds. Farmaceut Gilead zelf benadrukt dat deelnemers aan het nieuwe onderzoek zich moeten realiseren dat nog niet vaststaat of de nieuwe PrEP-pil werkt. De studie zal dat moeten uitwijzen. In het onderzoek worden twee groepen gevormd: de ene krijgt de bewezen effectieve PrEP-pil, de andere krijgt het nieuwe experimentele middel. De deelnemers zelf weten niet tot welke groep ze horen.
Zat nog even naar de guidance voor 2017 te kijken (neem gemiddelde) omzet = 23,5 mld -gross margin 83% Gross profit = 19,5 mld -SGA & R&D = 6,925 mld EBIT = 12,6 mld Interest ca. 1,2 mld EBT = 11,4 mld Tax rate 26,5% Winst = 8,4 mld aantal uistaande aandelen ca. 1,3 mld WPA 2017 = 6,46 WPA 2016 was 10,08 Wat een enorme daling en hoe waardeer je dat? Dividend is inmiddels de 3% over gegaan, waardoor het wat mij betreft het wachten waard is. Overzicht afgelopen 10 jaar
@Bolo dank voor het doorplaatsen ;-)
Why Gilead Sciences Could Be a Gold Mine for Value Investors Is Gilead Sciences stock a value investor's dream? Keith Speights Apr 16, 2017 at 11:01AM If you're a value investor, your primary focus is to find stocks that are trading for less than their intrinsic value -- what the company is actually worth, all factors considered. Of course, the toughest part of that search is figuring out what that intrinsic value really is. Gilead Sciences (NASDAQ:GILD) stock is certainly trading well below where it has in the past. Is the biotech's market cap lower than what the company should really be worth? There's a pretty good case to be made that Gilead could be a gold mine for value investors. Gold mine In theory, figuring out Gilead's intrinsic value should be straightforward. All we have to do is calculate the net present value of the sum of all the company's future free cash flows. Theory doesn't always translate well to the real world, though. The problem with performing this exercise for Gilead Sciences is that a whole lot of guessing is required to estimate the company's future cash flows. No one really knows, for example, how much lower Gilead's hepatitis C virus (HCV) drug sales will fall. Even the company's CEO, John Milligan, has said that he can't predict when HCV sales will stabilize. There's also uncertainty about competition. Gilead's strong suit right now is its HIV stable of products. However, Viiv Healthcare, which is majority-owned by GlaxoSmithKline, claims two HIV drugs, Tivicay and Triumeq, that are gaining market share. The company also has several combination treatments targeting HIV in late-stage testing, which, if approved, could present a strong challenge to Gilead's dominance. You can't assume that Gilead's pipeline candidates will eventually add to free cash flows down the road. The biotech claims several promising drugs in late-stage testing, particularly its bictegravir/F/TAF combo for HIV and autoimmune disease drug filgotinib. However, Gilead has had plenty of once-promising pipeline candidates that didn't pan out. The biotech world in general inherently has a lot of variables that make calculating intrinsic values of biotech stocks extremely challenging. That's especially true for Gilead Sciences. The bottom line is that determining the actual worth of Gilead is a lot more art than science. Working backwards Instead of trying to dive deep into projections and calculations of Gilead's possible future free cash flows, perhaps we could work backwards to get an idea of the stock's real value. The first question to answer is this: What earnings level would Gilead need to make to trade at similar levels to other big biotechs? The average earnings multiple among the five other biggest biotechs currently stands at just under 30. Gilead's stock trades at less than seven times trailing-12-month earnings. In 2016, Gilead's earnings totaled $13.5 billion, or roughly $10 per share. Its earnings would have to drop to below $3 billion (around $2.24 per share) for the stock to trade at the average earnings multiple of its peer group. That's a 78% plunge from Gilead's current earnings level. Averages can be misleading, though, since an outlier can skew the result. What if we use the lowest earnings multiple of the five other biggest biotechs? Biogen's stock trades at 16 times trailing-12-month earnings. Gilead's earnings would have to fall to $5.4 billion (around $4.16 per share) for its stock to trade at the same earnings multiple as Biogen. Can Gilead Sciences post earnings of more than $3 billion in the future? Consider that the biotech made higher earnings than that in 2013 -- before Gilead launched its first HCV drug, Sovaldi. But can Gilead earn more than $5.4 billion annually in the future? Gold mine The consensus among Wall Street analysts is that Gilead Sciences' earnings will decline by an average annual rate of 4.8% over the next five years. This projection factors in sliding HCV sales but also includes the probability of new drugs coming on the scene. If Wall Street is right, Gilead's earnings will fall to around $8 billion by 2021. You don't have to be a mathematician to see that figure is a lot higher than what Gilead needs to earn to trade at the same level as the lowest performer in its peer group. Here's what the Wall Street analysts aren't including in their calculations, though: the potential for Gilead Sciences to change its earnings outlook. Gilead's management has stated on multiple occasions that the goal is to make one or more acquisitions to boost growth. The company has the cash, the cash flow, and the motivation to make these deals happen. The thing about gold mines is that the gold is already there, but people just can't see it yet. Gilead Sciences continues to have tremendous earnings power. A little good luck with its pipeline and a smart deal or two could be huge for the company. Value investors should be able to see what most others don't see yet: Gilead is a potential gold mine. Keith Speights owns shares of Gilead Sciences. The Motley Fool owns shares of and recommends Biogen and Gilead Sciences. The Motley Fool has the following options: short June 2017 $70 calls on Gilead Sciences. The Motley Fool has a disclosure policy.
Gaan we nu eindelijk eens omhoog?
Zeeuwtje schreef op 26 april 2017 06:34 :
Gaan we nu eindelijk eens omhoog?
69,46 1e doel!
Volgende week kwartaalcijfers, iemand een idee of deze positief of negatief gaan uitpakken ?
3 Things to Watch With Gilead Sciences, Inc. Q1 Results Gilead Sciences reports first-quarter results on May 2. Here's what to especially keep your eyes on. Keith Speights (TMFFishBiz) Apr 30, 2017 at 11:01AM Don't expect good news when Gilead Sciences (NASDAQ:GILD) announces its first-quarter results on May 2. The big biotech has already set expectations quite low for 2017. However, there are several factors that could determine whether Gilead meets those low expectations. Here are three things in particular for investors to watch when the company reports its results. Image source: Getty Images. 1. Genvoya sales growth Just like the Gilead Sciences of several years ago, HIV has again become the strongest area of focus for the biotech. While Truvada remained Gilead's top-selling HIV drug in 2016, Genvoya is the real drug to watch in the first quarter. Genvoya won U.S. regulatory approval in November 2015. Since then, it has enjoyed the most successful commercial launch of any HIV drug in history. Image source: Gilead Sciences. It wouldn't be surprising to see Genvoya overtake Atripla in the first quarter to become Gilead's No. 2 HIV drug. Even if not, strong sales growth for Genvoya is critical for the company to avoid an earnings disappointment. 2. International hepatitis C franchise declines Gilead's management team hasn't been shy about telling anyone who will listen that hepatitis C virus (HCV) patient starts will likely fall significantly in 2017. Most of the focus has been on declining U.S. patient starts. However, it could be more important to watch what happened outside of the U.S. in the first quarter. Image source: Gilead Sciences. As the above charts show, there were nearly as many non-U.S. HCV starts as there were U.S. patient starts last year. The U.S. figure for 2016 included one-time uplifts of around 20,000 patients due to additional access to Veterans Administration (VA) patients and a major commercial payer as well as from warehousing of patients with genotypes 2 and 3. Excluding these one-time uplifts, the expected declines of HCV patient starts in 2017 outside of the U.S. will be worse than in the U.S. Japan could be especially problematic. Part of the challenge in Japan is that around 40% of HCV patients are over 80 years old and often under the care of a general practitioner rather than a specialist. Specialists are more likely to recommend treatment for these older patients. How accurate will Gilead's forecasts be? Even the company doesn't know for sure. It's possible that Gilead was overly pessimistic in its projections. If so, there could be a pleasant surprise. However, it's also possible that reality proves worse than expected. Either way, how much international HCV sales declined in the first quarter should be critical. 3. Research and development spending Most of investors' attention will be on Gilead's revenue figures in the first quarter. That's understandable. However, another key thing to watch is the company's spending -- in particular, its research and development (R&D) spending. GILD Research and Development Expense (TTM) data by YCharts. Gilead's R&D spending has been increasing significantly. In 2016, the biotech spent nearly 70% more on research and development than it did the previous year. That's not a bad thing, since Gilead certainly needs its pipeline to produce to help offset falling HCV product sales. However, when it comes to hitting earnings estimates, spending is just as important as revenue. For what it's worth, though, Gilead projects non-GAAP R&D expenses in 2017 of between $3.1 billion and $3.4 billion. That's less than the non-GAAP R&D spending of $3.7 billion in 2016. Looking past the numbers All three of these things will be tremendously important for Gilead in the first quarter. An even more crucial key to the company's future, though, is what actions Gilead will take to beef up its portfolio to restore growth. Gilead's executives won't be able to say much about details of any plan. However, investors can look for clues and hints in statements made by Gilead's management. This assumes, of course, that Gilead doesn't announce an acquisition when it reports first-quarter results. If that happens, Genvoya sales growth, international HCV declines, and R&D spending won't seem nearly as important. Forget Gilead Sciences: "Total conviction" buy signal issued The Motley Fool's co-founders, David and Tom Gardner, rarely agree on a stock. But when they do, their picks have beaten the market by nearly 10x on average.* That's why many investors consider their joint stamp of approval to be a "total conviction" signal to buy. The Motley Fool recently announced a new "total conviction" stock…and it wasn't Gilead Sciences! Click here to learn more about the stock. *Returns as of April 13, 2017. Keith Speights owns shares of Gilead Sciences. The Motley Fool owns shares of and recommends Gilead Sciences. The Motley Fool has the following options: short June 2017 $70 calls on Gilead Sciences. The Motley Fool has a disclosure policy.
Als je Gilead nu koopt betaal je alleen voor de HIV ,moet je kijken wat je er allemaal bijkrijgt. Gilead's onderzoeks- en ontwikkelingsprogramma identificeert en evalueert onderzoek verbindingen die potentieel laten zien aan de behandeling van levensbedreigende ziekten te bevorderen op het gebied van onvervulde medische noodzaak. De veiligheid en werkzaamheid van de volgende verbindingen zijn niet vastgesteld. HIV / AIDS Fase 1Fase 2fase 3 Bictegravir / F / TAF (niet-versterkt integrase inhibitor / emtricitabine / tenofovir alafenamide) Potentieel Indicatie: HIV / AIDS F / TAF Potentieel Indicatie: PrEP GS-9620 (TLR-7 agonist) Potentiële Indicatie: HIV / AIDS Leverziekten Fase 1Fase 2fase 3 Sofosbuvir, velpatasvir en voxilaprevir (pan-genotypische NS3-proteaseremmer) Potentieel Indicatie: chronische HCV-infectie In de VS & EU Regulatory Submission GS-4997 (ASK-1 remmer) Potentiële Indicatie: NASH GS-9620 (TLR-7 agonist) Potentiële Indicatie: Chronische HBV-infectie GS-4997 (ASK-1 remmer) Potentiële Indicatie: alcoholische hepatitis GS-9674 (FXR agonist) Potentiële Indicatie: NASH GS-9674 (FXR agonist) Potentiële Indicatie: primaire biliaire cirrose GS-9674 (FXR agonist) Potentiële Indicatie: Primaire scleroserende cholangitis GS-0976 (ACC Inhibitor) Potentiële Indicatie: NASH Hematologie / Oncologie Fase 1Fase 2fase 3 Idelalisib (PI3K remmer delta) Potentieel Indicatie: Relapsed refractaire CLL GS-5745 (MMP9 mAb remmer) Potentiële Indicatie: MaagKanker Entospletinib (Syk-remmer) Potentiële Indicatie: hematologische maligniteiten Entospletinib (Syk-remmer) Potentiële Indicatie: Acute myeloïde leukemie GS-4059 (BTK remmer) Potentieel Indicatie: B-cel maligniteiten GS-5745 (MMP9 mAb remmer) Potentiële Indicatie: solide tumoren GS-5829 (BET-remmer) Potentiële Indicatie: solide tumoren Ontsteking / Respiratory Fase 1Fase 2fase 3 Filgotinib (JAK1 remmer) Potentieel Indicatie: Reumatoïde Artritis Filgotinib (JAK1 remmer) Potentiële Indicatie: de ziekte van Crohn Filgotinib (JAK1 remmer) Potentiële Indicatie: Colitis Ulcerosa Filgotinib (JAK1 remmer) Potentiële Indicatie: Various inflammatoire aandoeningen Entospletinib (Syk-remmer) Potentiële Indicatie: Chronische graft versus host disease Presatovir (fusieremmer) Potentiële Indicatie: respiratoir syncytieel virus GS-5745 (MMP9 mAb remmer) Potentiële Indicatie: Cystic Fibrosis GS-5745 (MMP9 mAb remmer) Potentieel Indicatie: Reumatoïde Artritis GS-9876 (Syk-remmer) Potentieel Indicatie: Reumatoïde Artritis anders Fase 1Fase 2fase 3 GS-5734 (Nuc remmer) Potentiële indicatie: Ebola virus infectie
Omzet 6,41 miljard winst 2,7 miljard winst 2,23 dollar per aandeel.
Gilead Sciences Kondigt 2017 Dividend FOSTER CITY, Calif.- (BUSINESS WIRE) - 2 mei 2017-- Gilead Sciences, Inc. (Nasdaq: GILD) heeft vandaag bekendgemaakt dat de Raad van Bestuur van de vennootschap een dividend in contanten van heeft verklaard $ 0.52 per gewoon aandeel voor het tweede kwartaal van 2017. Het dividend is betaalbaar op 29 juni 2017, Aan de aandeelhouders van het record bij het sluiten van de handel op 16 juni 2017. Toekomstige dividenden zullen worden onderworpen aan de raad goedkeuring.
Gilead Sciences maakt eerste kwartaal 2017 Financiële Resultaten - De verkoop van producten $ 6,4 miljard - - Verdunde EPS van $ 2.05 per deel - - Non-GAAP verwaterde winst per aandeel van $ 2.23 per deel - - herhaalt het volledige jaar 2017 Guidance - FOSTER CITY, Calif.- (BUSINESS WIRE) - 2 mei 2017-- Gilead Sciences, Inc. (Nasdaq: GILD) heeft vandaag haar resultaten van de activiteiten voor het eerste kwartaal eindigend 31 maart 2017. De financiële resultaten die volgen vormen een jaar-op-jaar vergelijking van het eerste kwartaal 2017 tot en met het eerste kwartaal van 2016. De totale omzet waren$ 6,5 miljard in 2017 in vergelijking met $ 7,8 miljard in 2016. De nettowinst bedroeg $ 2,7 miljard of $ 2.05 per verwaterd aandeel in 2017 ten opzichte van $ 3,6 miljard of $ 2.53 per verwaterd aandeel in 2016. Non-GAAP netto-inkomen, dat bedragen die verband houden acquisitiegerelateerde uitsluit, up-front samenwerking, op aandelen gebaseerde compensatie en andere kosten, was $ 2,9 miljard of $ 2.23 per verwaterd aandeel in 2017 ten opzichte van $ 4,3 miljard of $ 3.03 per verwaterd aandeel in 2016. Drie maanden eindigend 31 maart (In miljoenen, behalve bedragen per aandeel) 2017 2016 Product verkoop $ 6377 $ 7681 Royalty, contract en andere opbrengsten 128 113 De totale omzet $ 6505 $ 7794 Nettowinst toekomend aan Gilead $ 2702 $ 3566 Non-GAAP netto-inkomen * $ 2949 $ 4274 Verwaterde winst per aandeel $ 2.05 $ 2.53 Non-GAAP verwaterde winst per aandeel * $ 2.23 $ 3.03 * Non-GAAP netto-inkomen en non-GAAP verwaterde winst per aandeel exclusief acquisitiegerelateerde, up-front samenwerking, op aandelen gebaseerde compensatie en andere kosten. Een aansluiting tussen GAAP en non-GAAP financiële informatie wordt verstrekt in de tabellen op pagina 7 en 8. Product verkoop De totale verkoop van producten voor het eerste kwartaal van 2017 waren $ 6,4 miljard in vergelijking tot $ 7,7 miljard voor dezelfde periode in 2016. De verkoop van producten voor het eerste kwartaal van 2017 waren $ 4,5 miljard in de Verenigde Staten, $ 1,3 miljard in Europa en $ 661 miljoenop andere locaties. De verkoop van producten voor het eerste kwartaal van 2016 waren$ 4,4 miljard in de Verenigde Staten, $ 1,6 miljard in Europa en $ 1,7 miljard op andere locaties. Antivirale Product Sales Antivirale verkoop van producten, die de verkoop van onze HIV omvatten, chronische hepatitis B (HBV) en chronische hepatitis C (HCV) producten, waren $ 5,8 miljard voor het eerste kwartaal van 2017 in vergelijking met $ 7,2 miljard voor dezelfde periode in 2016. HIV en HBV was de omzet $ 3,3 miljard in vergelijking tot $ 2,9 miljard voor dezelfde periode in 2016. De stijging was voornamelijk te wijten aan de verdere groei van onze tenofovir alafenamide (TAF) gebaseerde producten, Genvoya ® (elvitegravir 150 mg / cobicistat 150 mg / emtricitabine 200 mg / tenofovir alafenamide 10 mg), Descovy ® ( emtricitabine 200 mg / tenofovir alafenamide 25 mg) en Odefsey ® (emtricitabine 200 mg / rilpivirine 25 mg / tenofovir alafenamide 25 mg). HCV verkoop van producten die bestaan uit Harvoni ® (ledipasvir 90 mg / sofosbuvir 400 mg), Sovaldi ® (sofosbuvir 400 mg) en Epclusa ® (sofosbuvir 400 mg / velpatasvir 100 mg), werden$ 2,6 miljard in vergelijking tot $ 4,3 miljard voor dezelfde periode in 2016. De daling was het gevolg van lagere verkoop van Harvoni en Sovaldi in alle belangrijke markten, gedeeltelijk gecompenseerd door de verkoop van Epclusa, die werd gelanceerd in de Verenigde Staten en Europa in juni en juli 2016Respectievelijk. Andere Product Sales Andere verkoop van producten, die Letairis omvatten ® (ambrisentan), Ranexa ® (ranolazine) en AmBisome ® (amfotericine B liposoom voor injectie), waren$ 536 miljoen voor het eerste kwartaal van 2017 in vergelijking met $ 498 miljoen voor dezelfde periode in 2016. Bedrijfskosten Drie maanden eindigend 31 maart (In miljoenen) 2017 2016 Onderzoek en ontwikkeling (R & D) $ 931 $ 1265 Non-GAAP R & D-uitgaven * $ 889 $ 769 De verkoop-, algemene en administratieve kosten (SG & A) $ 850 $ 685 Non-GAAP SG & A-kosten * $ 807 $ 638 * Non-GAAP R & D en SG & A-kosten zijn exclusief acquisitiegerelateerde, up-front samenwerking, op aandelen gebaseerde compensatie en andere kosten. Een aansluiting tussen GAAP en non-GAAP financiële informatie wordt verstrekt in de tabellen op pagina 7 en 8. Tijdens het eerste kwartaal van 2017 in vergelijking met dezelfde periode in 2016: R & D-uitgaven daalden in de eerste plaats te wijten aan de 2016 impact van up-front samenwerking kosten in verband met Gilead's licentie- en samenwerkingsovereenkomst met Galapagos NVen bijzondere kosten in verband met in-process R & D. Deze dalingen werden gedeeltelijk gecompenseerd door kosten in verband met de aankoop van een Gilead'sAmerikaanse Food and Drug Administration (FDA) Prioriteitsbeoordeling voucher. Non-GAAP R & D-uitgaven * voornamelijk toegenomen als gevolg van kosten in verband met de aankoop van een Gilead'sFDA prioriteitsbeoordeling voucher. SG & A-kosten en niet-GAAP SG & A-kosten * steeg vooral als gevolg van hogere merkproducten medicijnen vergoeding kosten. Cash, Kasequivalenten en verhandelbare waardepapieren Vanaf 31 maart 2017, Gilead had $ 34,0 miljard van geldmiddelen, kasequivalenten en verhandelbare effecten in vergelijking met $ 32400000000 vanaf 31 december 2016. De kasstroom uit operationele activiteiten bedroeg$ 2,9 miljardvoor het kwartaal. Tijdens het eerste kwartaal van 2017, Gilead gebruikt$ 565 miljoen op voorraad terugkopen en betaalde dividend in contanten van $ 687 miljoen. Het volledige jaar 2017 herbevestigd Gilead herhaalt haar volledige jaar 2017 begeleiding, aanvankelijk op 7 februari 2017: (In miljoenen, behalve percentages en bedragen per aandeel) aanvankelijk Mits 7 februari 2017 Net Product Sales 22.500 $ - $ 24.500 Non-HCV Product Sales $ 15.000 - $ 15.500 HCV Product Sales 7.500 $ - 9.000 $ Non-GAAP * Brutomarge product 86% - 88% O & O-uitgaven 3.100 $ - 3.400 $ SG & A-kosten 3.100 $ - 3.400 $ Effectieve belastingdruk 25,0% - 28,0% Verwaterde winst per aandeel Impact van de overname gerelateerde, Up-front Collaboration, op aandelen gebaseerde compensatie en andere kosten 0.84 $ - $ 0.91 * Non-GAAP brutomarge product, R & D en VAA-kosten en de effectieve belastingdruk exclusief acquisitiegerelateerde, up-front samenwerking, op aandelen gebaseerde compensatie en andere kosten. Een aansluiting tussen GAAP en non-GAAP volledige jaar 2017 richtsnoeren worden gegeven in de tabellen op pagina 9. Hoogtepunten van het bedrijf heeft aangekondigd dat Alessandro Riva, MD, bij het bedrijf als Senior Vice President en therapeutisch gebied kop voor hematologie en oncologie. Kondigde de ontvangers van Gilead HIV genezen subsidieprogramma, een fonds in totaal meer dan $ 22 miljoen, Die zal ondersteunen 12 nieuwe HIV genezen onderzoeksprojecten. Deze projecten zullen worden uitgevoerd door vooraanstaande academische instellingen, non-profit organisaties en maatschappelijke groeperingen uit de hele wereld, met de nadruk op drie belangrijke gebieden: translationeel onderzoek, studies naar de werkzaamheid in diermodellen en maatschappelijke perspectieven van HIV genezen. Product- en Pipeline Updates door Gilead bekend gemaakt tijdens het eerste kwartaal van 2017 zijn onder andere:
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