Epstein Secrets

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

EVS Equity Focus Telephone: Please ensure all mails are also sent to our shared inbox to avoid getting overlooked. This email is sent to you by Evalueserve on behalf of Deutsche Bank Diese email wurde Ihnen von Evalueserve im Auftrag der Deutschen Bank gesendet For additional Deutsche Bank research, vi

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

12> - 19 Please ensure all mails are also sent to our shared inbox [email protected] to avoid getting overlooked. This email is sent to you by Evalueserve on behalf of Deutsche Bank<=ont size="3"> Diese email wurde Ihnen von Evalueserve im Auftrag der Deutschen Bank gesen=et 2 EFTA_R1_01758240 EFTA0

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

f"> - 19 Please ensure all mails are also sent to our shared inbox [email protected] to avoid getting overlooked. This email is sent to you by Evalueserve on behalf of Deutsche Bankcont size=3> Diese email wurde Ihnen von Evalueserve im Auftrag der Deutschen Bank gesen=et For additional Deutsche Bank