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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 cons

(1.3% our of '14 EPS). Generic Sustiva will benefit COGS over next three years. We model COGS of 20% in '14 vs. 12% in '16 Sustiva (a component of Atripla not made by GILD) is going generic this year in Europe. In US, it will go generic in 2015. There is a step-down function of the royalty payments ove

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

(1.3% our of '14 EPS). Generic Sustiva will benefit COGS over next three years. We model COGS of 20% in '14 vs. 12% in '16 Sustiva (a component of Atripla not made by GILD) is going generic this year in Europe. In US, it will go generic in 2015. There is a step-down function of the royalty payments ove

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

(1.3% our of '14 EPS). Generic Sustiva will benefit COGS over next three years. We model COGS of 20% in '14 vs. 12% in '16 Sustiva (a component of Atripla not made by GILD) is going generic this year in Europe. In US, it will go generic in 2015. There is a step-down function of the royalty payments ove

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

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 questions around Gilead's Atripla and the voluntary recall that posted to