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Gilead’s HIV Drugs Atripla, Truvada, and Stribild in 3Q17

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Atripla revenue trends

In 3Q17, Gilead Sciences’ (GILD) Atripla generated revenues of $439 million, a ~5% fall YoY (year-over-year). In the US and European markets, Atripla revenues were $324 million and $79 million, respectively, compared to $486 million and $129 million, respectively, in 3Q16. Atripla is a combination of efavirenz, emtricitabine, and tenofovir disoproxil fumarate for the treatment of HIV (human immunodeficiency virus).

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Truvada revenue trends

In 3Q17, Truvada generated revenues of $439 million, a ~32% fall YoY and an 8% fall QoQ (quarter-over-quarter). In the US and European markets, Truvada’s revenues were $604 million and $154 million, respectively, compared to $593 million and $40 million, respectively, in 3Q16. Truvada is a combination of emtricitabine and tenofovir disoproxil fumarate used in combination with other antiretroviral drugs for the treatment of individuals with HIV. Truvada is also used for pre-exposure prophylaxis to decrease the risk of sexually acquired HIV in adult individuals who are at a high risk of acquiring HIV.

Stribild revenue trends

In 3Q17, Stribild generated revenues of $229 million, a ~63% fall YoY and a ~22% fall QoQ. In the US and European markets, Stribild’s revenues were $181 million and $40 million, respectively, compared to $525 million and $78 million, respectively, in 3Q16. Stribild is a combination of elvitegravir, cobicistat, emtricitabine, and tenofovir disoproxil fumarate used in individuals aged 12 years and older for the treatment of HIV.

In the HIV drug market, Gilead Sciences could face stiff competition from Pfizer (PFE) and GlaxoSmithKline’s (GSK) partner ViiV Healthcare. Bristol-Myers Squibb’s (BMY) Sustiva and Johnson & Johnson’s Prezista are other drugs used for the treatment of HIV. The iShares Nasdaq Biotechnology ETF (IBB) invests ~7.1% of its total portfolio holdings in Gilead Sciences.

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