Lenacapavir has clear advantages over Apretude on paper.I agree with most of this post but Len is going to sell way better than Apretude. It's Sub-Q & only twice per year. HIV is still going to carry this company. Leadership won't that's for sure.
Time will tell. People will think it’s better until they learn that each ‘injection’ includes two shots…not to mention the topic of nodules that can last for >6 months, leak drug and even develop ulcerations.I agree with most of this post but Len is going to sell way better than Apretude. It's Sub-Q & only twice per year. HIV is still going to carry this company. Leadership won't that's for sure.
YIKESTime will tell. People will think it’s better until they learn that each ‘injection’ includes two shots…not to mention the topic of nodules that can last for >6 months, leak drug and even develop ulcerations.
random sex without condoms wins everytimeYIKES
Mic Drop!The next 18 months is make it or break it for Gilead.
Need all Oncology to hit & carry their weight after 5yrs
Need Len to explode
Otherwise Gilead is continuing to lay off like this year and will be up for sale.
Double Mic DropThe next 18 months is make it or break it for Gilead.
Need all Oncology to hit & carry their weight after 5yrs
Need Len to explode
Otherwise Gilead is continuing to lay off like this year and will be up for sale.
Will Gilead be time traveling?2016 will be make or break for Gilead
LolWill Gilead be time traveling?
Just ship to Business DevelopmentNot sure some in hepc and b will see 2026 at Gilead
You know nothing. Paxlovid is heavily used in the hospital for COVID and has been for the past two years. Gilead just decided to give the COVID business away.We need a post-Biktarvy play, plain and simple. Keep the gravy train rolling here and GILD goes parabolic.
Lena is the key—just needs to flip the D scripts. Fewer 340B headaches (so higher ASP), plus adherence is through the roof. Just moving the D volume to Lena could tack on a cool $1-2B, easy.
Onc? Anyone with a pulse already tossed that in the trash. If we actually get anything there, it’s a lotto ticket. Sales crew gotta step it up—no heavy hitters, no hope. Whole org is on thin ice if we don’t start hitting numbers.
Cell Therapy? It’s a wild ride, always has been. Market’s spooked, but you don’t bail on the #1 player just ‘cause of a couple bad quarters. Should be moving into MM and auto, but hell, maybe it’s time to let AZ overpay and wash our hands.
Inflammation…seriously, who even cares? Should just call it Liver at this point. Only reason we pivoted was some Filgo pipe dream. Time to double down on liver—leave the AbbVie wannabe stuff to the pros.
COVID? Doesn’t need a push. Only game in town for the inpatient setting, but those admissions are just drifting down
