iance MSe 2O14E MSe %YiY July 23. 2014 Gilead Sciences inc. 2O14A Actual % Y/Y Difference Consensus 2O14E* Difference Product Sales (WW): Atripla $923 -2% $871 -7% -6% $875 ($4) 0% Tmvada $807 0% $807 0% 0% $789 $18 2% Viread $269 8% $261 4% -3% $237 $24 10% Complerai

(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

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

(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

(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