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Gilead’s Hepatitis C Portfolio in 3Q17

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Gilead’s hepatitis C drugs

As discussed earlier, Gilead Sciences’ (GILD) antiviral portfolio includes drugs for the treatment of hepatitis C infections. The portfolio includes four drugs: Epclusa, Harvoni, Sovaldi, and Vosevi.

The above chart compares the revenue for hepatitis C products over the last few quarters. Total hepatitis C revenue stood at $2.2 billion in 3Q17, a 34% fall from the $3.3 billion seen in 3Q16.

Harvoni

Blockbuster drug Harvoni is approved for the treatment of patients with chronic hepatitis C virus infections of genotypes 1, 4, 5, and 6. Harvoni reported revenue of $973 million in 3Q17, a 48% fall from the $1.9 billion seen in 3Q16. The fall was driven by lower sales across all markets.

Sovaldi

Sovaldi, a drug approved for use in combination with other drugs for the treatment of patients with chronic hepatitis C virus infections of genotypes 1 to 4, reported revenue of $219 million in 3Q17, a 73% fall from the $825 million witnessed in 3Q16. The fall was driven by lower sales across all markets.

Epclusa

Epclusa, a new blockbuster drug for the treatment of chronic hepatitis C virus infections of genotypes 1 to 6 in patients with or without cirrhosis, reported revenue of $882 million in 3Q17, compared with revenue of $640 million in 3Q16. The growth was driven by strong European and international sales and partially offset by lower US sales.

Vosevi

Vosevi is approved for the treatment of patients with chronic hepatitis C virus infections of genotypes 1 to 6 who have been previously treated with an NS5A (nonstructural protein 5A) inhibitor. Vosevi saw revenue of $123 million in 3Q17, of which $117 million came from US markets. The Health Care Select Sector SPDR ETF (XLV) has a 3.1% exposure to Gilead Sciences (GILD), a 4.8% exposure to Merck (MRK), a 6.8% exposure to Pfizer (PFE), and a 4.0% exposure to Amgen (AMGN).

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