Inside Gilead’s HBV Portfolio Performance in 1H17

In 1H17, Gilead Sciences’ (GILD) Viread generated revenues of ~$560 million, compared with $559 in 1H16. Viread (tenofovir disoproxil fumarate) is used for the treatment of individuals 12 years or older with HBV (hepatitis B virus). Notably, Gilead Sciences’ HBV portfolio faces competition from Bristol-Myers Squibb’s Baraclude and Novartis’s Tyzeka-Sebivo.

In 1H17, Letairis generated revenues of ~$441 million, compared with $378 million in 1H16. In 1H17, Letairis witnessed 17% YoY (year-over-year) growth. Letairis is used for the treatment of individuals with PAH (pulmonary arterial hypertension) and improves exercise ability and delay clinical worsening.

The drug is also used in combination with tadalafil to slow the progression of the disease. In the marketplace, Letairis (ambrisentan) faces stiff competition from Actelion Pharmaceuticals’ Tracleer (bosentan) and Opsumit (macitentan) and United Therapeutics’ (UTHR) Adcirca (tadalafil).

In 1H17, Gilead’s Ranexa generated revenues of ~$353 million, compared with $297 million in 1H16. In 1H17, Ranexa witnessed a ~19% YoY growth. Ranexa (ranolazine) is used for patients with chronic angina.

In 1H17, AmBisome generated revenues of ~$184 million, compared with $171 million in 1H16. In 1H17, AmBisome witnessed 8% YoY growth. AmBisome (amphotericin B) is an antifungal agent.

AmBisome (amphotericin B) is an antifungal agent. The drug competes with Pfizer’s Vfend and Merck’s Cancidas.

In 1H17, Zydelif reported revenues of ~$70 million, compared with $90 million in 1H16. In 1H17, Zydelig witnessed a 22% YoY decline. Gilead Sciences Zydelig faces stiff competition from AbbVie’s (ABBV) Imbruvica (ibrutinib), Roche’s (RHHBY) Gazyva (obinutuzumab), and Cephalon’s Treanda (bendamustine hydrochloride).

Notably, the Vanguard S&P 500 ETF (VOO) has ~0.49% of its total portfolio holdings in GILD.