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Classification: Public Gilead Sciences (Buy, CP: $82.02, TP: $132.00, GILD.OQ, Robyn Karnauskas) 4Q13 update: light taxes create more leverage for Sovaldi 4Q13 product revenues beat consensus by —$250M led by inventory & Sovaldi Sovaldi 4Q13 sales were $139M vs. $75M consensus. Pure demand was roughly

are at 511.56. Reiterate Buy on valuation. We have increased our Sovaldi numbers in '14 by $700M to $5.7B We have taken up our numbers for US & EU Sovaldi over 2014 based on two trends 1) faster than expected launch in EU in a few countries (we previously assumed no sales in 1O in ELI) and 2) strong th

Classification: Public Gilead Sciences (Buy, CP: $82.02, TP: $132.00, GILD.OQ, Robyn Karnauskas) 4Q13 update: light taxes create more leverage for Sovaldi 4Q13 product revenues beat cons

ript trends in the US. Our new WW quarterly estimates are $1.21B, $1.91B, $1.32B, and $1.27B. In Gilead's early survey work, mgmt has found tha= the Sovaldi mix roughly reflects real world US genotypic mix (70%671 and 30% in GT 2 &3). We calculate every 1K new starts to Sovaldi could add $250M-$300M in

ssification: Public Gilead Sciences (Buy, CP: $82.02, TP: $132.00, GILD.OQ, Robyn Karnauskas)</=> 4Q13 update: light taxes create more leverage for Sovaldi 4Q13 product revenues beat consensus by - $250M led by inventory & Sovaldi Sovaldi 4Q13 sales were $139M vs. $75M consensus. Pure demand was roughl

4 09:38 AM From: EVS EquityFocus/db/dbcom@DBEM=A To: Date: 02/05/2014 05:01 AM Subject: DB: GILD.OQ - Robyn Karnauska= Classification: Public Gilead Sciences (Buy, CP: $82.02, TP: $132.00, GILD.OQ, Robyn Karnauskas)</=> 4Q13 update: light taxes create more leverage for Sovaldi 4Q13 product revenues beat

arnauskas)</=> 4Q13 update: light taxes create more leverage for Sovaldi 4Q13 product revenues beat consensus by - $250M led by inventory & Soval=i Sovaldi 4Q13 sales were $139M vs. $75M consensus. Pure demand was roughly $50M in the quarter. Remainder of sales came from inventory stocking & purchase f

ublic font size=3> Gilead Sciences (Buy, CP: $82.02, TP: $132.00, GILD.0Q, Robyn Karnauskas)</=> 4Q13 update: light taxes create more leverage for Sovaldi 4Q13 product revenues beat consensus by - $250M led by inventory & Soval=i Sovaldi 4Q13 sales were $139M vs. $75M consensus. Pure demand was roughl

om: EVS EquityFocus/db/dbcom=DBEMEA To: Date: 02/05/2014 05:01 AM Subject: DB: GILD.OQ - Robyn Karnauskas Classification: Public font size=3> Gilead Sciences (Buy, CP: $82.02, TP: $132.00, GILD.0Q, Robyn Karnauskas)</=> 4Q13 update: light taxes create more leverage for Sovaldi 4Q13 product revenues beat

r-D-1090- 20148m=03052014&langreng EYE 12/-31 2013A We would be buyers on the weakness today. The fundamental story on base to EPS 0.48 biz and Sovaldi buy case intact. Reiterate Buy and $132 TP. 6 March 2014 Breaking News Price at 5 Mar 2014 (USD) Price target 52-week range fieth.0 [ht/Sk.It.

Deutsche Bank Markets Research Rating Buy North Anterica United States Health Care Biotechnology Company Gilead Sciences Alert Re...ty s GILD.00 4. enOn Tgte; GILD US NMS GILD Atripla recall is NOT an issue - DB thoughts post mgmt convo We have gotten many qu